Experience maximum efficiency with artificial intelligence

Applying artificial intelligence to address real insurance challenges.

As an industry that depends heavily on the exchange of unstructured documents for quoting, binding, servicing, renewal, and back-office transactions, insurance is uniquely suited to the application of advanced automation technologies like artificial intelligence (A.I.), machine learning (M.L.), and Natural Language Processing (N.L.P.).

Patent-pending Technology Brings Accuracy to Policy Checking

PolicyCheckingAI is the trusted policy checking solution to ensure the accuracy and quality of bound policies. Featuring Patra’s proprietary patent-pending AI, ML, and NLP technology, best-in-class workflows, comprehensive checklists, and dedicated team of insurance experts, Patra’s PolicyChecking.AI leads the industry in policy checking solutions with unsurpassed quality, accuracy and efficiency.

Our patented process prioritizes accuracy and completeness while reducing rework and review time for agencies. Leveraging Patra’s 900+ point checklist, discrepancies are quickly identified and shared via a color-coded, error report summary for account managers to easily scan and assess.

Experience the benefits of policy checking automation

PolicyChecking.AI automatically extracts and structures key policy data from unstructured policy documents, and compares the results between different versions of the policy – and with the data in your systems.

Comprehensive policy review

Leveraging Patra’s 900+ point policy checklist, discrepancies are quickly identified and shared via a color-coded report for account managers to easily scan and assess.

Data accuracy

Your dedicated Patra team updates the information in your AMS, ensuring every aspect of each policy is current and accurate.

E&O coverage

As an additional layer, Patra’s work is protected by its own E&O insurance.


See the Power of AI in Action

See how you can implement the power of AI and the most advanced technology into your policy checking process without the heavy lift on internal resources and budget.

See the Power of PolicyCheckingAI in-house

Patra’s new self-service version of PolicyCheckingAI has revolutionized the practice of policy checking, providing the most sophisticated AI-based automation available on the market.

See the Power of AI in Action

See how you can implement the power of AI and the most advanced technology into your policy checking process without the heavy lift on internal resources and budget.

See the Power of PolicyCheckingAI in-house

Patra’s new self-service version of PolicyCheckingAI has revolutionized the practice of policy checking, providing the most sophisticated AI-based automation available on the market.

Patra is here to help

Patra is here to help

Patra is available to all markets and uses our collective experience to streamline your business models!