Patra AI

Transform how you handle insurance documents and data with Patra AI‘s comprehensive suite of intelligent solutions. Built on decades of insurance expertise and powered by sophisticated artificial intelligence, our integrated platform delivers unprecedented efficiency and accuracy across your operations.

Key benefits:

Reduce processing time by up to 75%
Achieve 99%+ accuracy rates
Scale operations without adding staff
Enhance client service capabilities
Strengthen carrier relationships

In today’s insurance market, success depends on efficiently managing complex documents while maintaining accuracy and growth. What if you could transform these challenges into competitive advantages?

Introducing Patra AI, a comprehensive suite of AI powered solutions that bring accuracy and automation to policy checking, policy data extraction, and quote comparisons.

Combining two decades of insurance expertise with advanced artificial intelligence, these purpose built services transform document intensive processes into strategic advantages. Patra AI services deliver unprecedented efficiency and growth, including 75% reduction in processing times, 30% increase in close ratios, 40% growth in submission volumes, scalable operations without adding staff, and enhanced client service capabilities.

Join leading retail agencies and brokers, wholesalers, and MGAs, MGUs already transforming their operations with Patra AI. Experience the power of Patra AI today.

Check Policies with Unsurpassed Quality.

Featuring Patra’s proprietary, patent-pending technology which combines advanced Artificial Intelligence (AI) capabilities with intuitive workflows and comprehensive policy checklists. Patra’s Policy Checking AI sets a new bar for checking policies with unsurpassed quality, accuracy and efficiency.

Man Working With Policy Checking AI Self-Service

Policy Checking AI Key Capabilities

Patra’s Policy Checking AI uniquely brings together advanced automation (AI/ML/NLP), best-in-class workflows, deep industry experience, a full-service, and self-service approach to advance the policy checking process. After checking millions of policies from the industry’s largest brokers and analyzing millions of outcomes, Patra defined the new industry standard, with quality, scalability and robustness beyond any solution offered today.

Discover Your Policy Checking Potential

PATENT-PENDING TECHNOLOGY

Intuitive data extraction via patent-pending AI/ML technology

STANDARDIZED WORKFLOW

Step-by-step workflow delivers consistent, high-quality output

COMPREHENSIVE POLICY REVIEW

Detailed review of form and endorsement schedules across 900+ data points

DISCREPANCY REPORT & SUMMARY

Color-coded report for easy review, research and reporting

Identify, Extract, Structure, & Analyze.

Patra’s Policy Data Extract AI is the industry-leading solution that automatically extracts and structures data from policy documents. Powered by Patra’s proprietary AI technology and validated by insurance experts, this solution transforms unstructured policy data into actionable business intelligence.

Policy Data Extract AI Solution Overview

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.Patra’s dedicated team of insurance experts validates all extracted data, ensuring accuracy and efficiency. As an added layer of protection, Policy Data Extract AI is backed by Patra’s E&O insurance.

Unlock the Insights in Your Policies

ADVANCED AI TECHNOLOGY

Automated data extraction using Patra’s proprietary AI/ML technology

FLEXIBLE DOCUMENT INTAKE

Multiple submission options including portal upload and direct retrieval

COMPREHENSIVE DATA EXTRACTION

Complete data capture across all policy types and lines of business

EXPERT VALIDATION

Human review by insurance experts ensures accuracy while maintaining efficiency

DATA DELIVERY

Data output can be downloaded from the portal or saved securely and directly in your systems

Transform Insurance Quote Comparisons from Hours to Minutes.

In today’s competitive insurance market, the ability to respond quickly to  quote requests with professional, accurate comparisons is crucial for success. Quote Compare AI eliminates manual spreadsheet work while delivering unprecedented accuracy and presentation quality, enabling insurance organizations to win more business while reducing E&O exposure.

Colleagues comparing data during a review

Quote Compare AI Solution Overview

Purpose-built for insurance professionals, 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. The entire process is backed by Patra’s E&O insurance.

Elevate Your Quote Comparison Process

INTELLIGENT AUTOMATION

Advanced AI technology for rapid quote data extraction and comparison

FLEXIBLE OUTPUT OPTIONS

Multiple submission methods including portal upload and email

PROFESSIONAL OUTPUT

Standardized, branded comparisons in multiple formats

RAPID TURNAROUND

Quick processing enabling same-day response

QUALITY ASSURANCE

Expert validation ensuring accuracy and completeness

Schedule a call with our insurance process experts

Our team of experts can help across all facets of the insurance market and operations. Learn how AI can power your business into the future.

Explore the Power of AI

Frequently Asked Questions

The Patra AI Platform is built specifically for insurance operations, leveraging over 20 years of industry experience and millions of processed transactions. Our solutions combine sophisticated AI technology with deep insurance expertise, ensuring accuracy and relevancy for insurance workflows. The integration between our three AI-powered solutions creates a comprehensive platform that addresses the unique challenges of insurance document processing and analysis.

Organizations implementing Patra AI typically see dramatic improvements across key metrics: 75% reduction in policy checking time, 70% decrease in quote comparison time, and significant efficiency gains in data extraction. Most users report freeing up 12 hours per week per producer for revenue-generating activities. These improvements typically lead to 30% higher close rates and 40% growth in submission volume.

Our “Humans-in-the-Loop” approach combines AI technology with insurance professional oversight to ensure optimal results. Policy Checking AI features a 900+ point checklist, Quote Compare AI maintains accuracy across complex coverage comparisons, and Policy Data Extract AI achieves 99%+ accuracy in data extraction. This combination of technology and expertise delivers consistent, reliable results.

The Patra AI Platform enables scalable growth by automating time-consuming processes across your operations. Organizations can increase submission volume, enhance client service, and expand into new markets without proportionally adding staff. The combination of automated policy checking, data extraction, and quote comparison frees your team to focus on relationship building and strategic initiatives while maintaining accuracy and compliance standards.

Each Patra AI solution includes comprehensive training and ongoing support from our team of insurance professionals. We provide dedicated implementation managers, regular performance reviews, and continuous optimization guidance. Our support team has extensive insurance industry experience, ensuring they understand your specific challenges and can provide relevant, practical assistance when needed.