Patra Policy Checking AI Demo

February 4, 2025

Artificial Intelligence (AI) promises to amplify productivity, boost returns, and lower operational costs. But where should independent insurance agencies start when it comes to adopting these new tools?

Watch this exclusive demo to see how Patra’s new Policy Checking AI self-service offering is helping agencies improve operational capacity, grow their books of business , and strengthen policyholder retention. 

Summary:

  • Innovative Flexibility: Learn how Patra's Policy Checking AI self service capabilities automate processing PDF documents, quotes, binders, and different policy lines including workers' compensation, general liability, and commercial property. 
  • Breakthrough Speed & Accuracy: See how Patra's Policy Checking AI's 900+ point check list and color-coded discrepancy reports enable 80% faster processing than traditional manual methods, with 99.5% accuracy. 
  • Trial Offer & Cost-Effectiveness: 60-day or 60-policy free trial to experience the platform's benefits firsthand. Post-trial, the cost is structured at $5 per policy transaction, making it an affordable option for agencies looking to enhance their policy-checking processes without incurring setup or licensing fees.

Get Email Notifications

No Comments Yet

Let us know what you think