Patra AI Product Spotlights

February 20, 2025

Check out these Product Spotlight videos for Patra to learn more about their technology-enabled insurance outsourcing services and AI-powered software solutions.

Patra Corporate Overview

Patra Corporation powers insurance processes by optimizing and tightly integrating technology with human expertise; supporting insurance organizations as they sell, deliver and manage policies for their customers. Watch the video above to discover why retail insurance agencies, wholesalers, MGAs and carriers choose Patra to propel their organizations forward.

Policy Checking AI Full Service

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.

Policy Checking AI Self-Service

Patra’s Policy Checking AI Self-Service solution features patent pending artificial intelligence, machine learning, and natural language processing technology, best in class workflows, and nine hundred plus point policy specific checklists, your staff can now check policies at record speed and accuracy in house.

Policy Data Extract AI

Transform unstructured commercial policy documents into actionable intelligence with 99% accuracy. Policy Data Extract AI automatically captures and structures data from policies, quotes, and binders, enabling data-driven decisions while freeing your staff for strategic work.

Quote Compare AI

Automatically compare complex commercial insurance quotes and create professional presentations in minutes instead of hours. Quote Compare AI eliminates manual spreadsheet work while ensuring 99% accuracy, enabling same-day responses that win more business.