• 20+ different commercial business lines
• 900+ point check list
• 100% backlog elimination
• 99.5% Accuracy Rates
• 80% Faster Than Manual Processing

The Patra AI technology platform delivers a suite of advanced AI-powered solutions to automate complex insurance processes, enhance accuracy, and free agency teams to focus on growth. Patra’s best-in-class outsourcing services include insurance processing, small accounts management, print and virtual mail, virtual assistants, and more.

• Policy Checking AI enables insurance agency teams to set a new bar for checking policies with unsurpassed quality, accuracy and efficiency in-house. Proprietary, patent-pending technology which combines advanced AI capabilities with intuitive workflows and comprehensive policy checklists.
• Policy Data Extract AI automatically identifies and extracts key data points, structures them for analysis, and returns the structured data to the user to manage and apply within existing systems, such as data lakes and business intelligence tools.
• Quote Compare AI automatically extracts key data points from quote documents, standardizes the information, and creates professional comparisons. Expert review ensures accuracy while maintaining speed, and the final output is delivered in your preferred format.

Vertafore Orange Partner, Assurex Global, NetVU, and more.

The Patra Perspective

• The Patra Perspective: Unlocking Efficiency with PolicyCheckingAI
• The Patra Perspective: Strengthening Insurance Operations with AI

Additional Information

• Virtual Assistant Case Study
• Policy Checking AI Datasheet
• Policy Data Extract AI Datasheet
• Quote Compare AI Datasheet