The thesis

Innovation, depth, and scale used to be tradeoffs. Not anymore.

Patra built an agentic AI platform that delivers what insurance operations actually requires: higher accuracy, lower cost, and E&O accountability built into our work. Better outcomes, less risk, from a partner with the confidence to stand behind both.

The formula

Agentic AI platform. Insurance intelligence.
E&O accountability.

800+
The foundation of an agentic platform built for insurance, not adapted to it

Purpose-built AI agents that check policies, compare quotes, extract data, process submissions, renewals, endorsements, and certificates. Not general-purpose AI adapted to insurance. Insurance AI, built from the ground up.

20years
Inside insurance operations since 2005

The platform is trained and tuned on hundreds of millions of real transactions executed over two decades. That’s proprietary operating knowledge that makes the AI insurance-specific at the instruction level.

100%
Engagements backed by E&O liability assumption

Expert review is applied where judgment, exceptions, or regulatory compliance require it. E&O coverage is built into the work. Accountability built for speed and scale.

The specificity

The proof to back the confidence

99%+
Platform accuracy with expert validation
Efficiency without sacrificing quality
25M+
Transactions processed per year
Proprietary operating knowledge that makes the AI insurance-specific
200K+
Policies checked per year by AI + reviewer
Expert judgement where it matters most
SOC2
Type II compliance, annually audited
Regular independent audits validate controls and ensure ongoing compliance
ISO27001
Certification
Data protection security practices aligned with global standards
5,500+
Global team members
Dedicated teams that know your book, your customers, your standards
The Patra difference

There are vendors and there are operating partners.

The vendor model
Capability without accountability
  • You operate the tools. You manage the team.
  • SLAs tied to activity, not results.
  • Liability stays with you.
  • AI adapted from other industries.
The Patra model
Own the work. Sign for the outcome.
  • Help design the operating model. And then deliver it.
  • Agentic AI-led execution on workflows ready for automation.
  • SLAs measured by accuracy and turnaround.
  • Expert validation and E&O accountability built into the work.
The accountability claim

Your risk. Our liability. Share confidence.

We carry our own errors & omissions coverage on the work we do. Not a service credit. Not a “we’ll look into it.” Before the first file moves.

Protection

Market-leading E&O coverage

Scope

Built into our work

Audit

SOC 2 Type II · annual

Continuity

Audited business continuity and disaster recovery programs

One partner, inside the work.

Licensed experts and agentic AI working through your operations, not alongside them.

Licensed experts and agentic AI working together
The bottom line

Better outcomes. Less risk. A partner with the confidence to stand behind both.

Two decades of context. 30 minutes with you. An honest conversation about what’s possible.