Patra

AI-powered solutions and BPO services for agencies, brokers, wholesalers, MGAs, and carriers with 20+ years of expertise.

Our partnership

Patra helps Vertafore customers transform their operations with a proven partnership and methodology for migrating and onboarding as well as ensuring ongoing operational continuity and process optimization throughout the entire policy lifecycle. Blending our team of over 900 process executives with our cutting-edge technology, Patra provides end-to-end support across the Vertafore product suite providing unparalleled tech-enabled solutions in underwriting, sales, servicing, billing, data management, and claims. 

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As a longstanding Vertafore Orange Partner, we help organizations drive innovation and achieve sustainable, scalable growth in the insurance market."

Steve Forte

Director of Product Marketing

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About Patra

Patra is a leading provider of  AI-powered software solutions and technology-enabled insurance outsourcing services. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, brokers, MGAs/MGUs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.

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Your insurance AI copilot

Patra’s Policy Checking AI SaaS solution with subscription pricing has changed the practice of checking policies, providing the most sophisticated AI-based automation available on the market, enabling in-house teams to check policies with unparalleled speed and accuracy. The intuitive, user-friendly workflow excels at extracting, comparing, and highlighting inaccuracies and discrepancies between multiple versions of a policy. Try it out for free, no credit card required!

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Workstream flexibility

  • Self-service SaaS

    For organizations that prefer to handle this work internally, teams can now leverage the power of Policy Checking AI in-house. Patra’s self-service solution has transformed the practice of checking policies, providing the most sophisticated AI-based automation available on the market, enabling in-house teams to check policies with unparalleled speed and accuracy. The intuitive, user-friendly workflow excels at extracting, comparing, and highlighting inaccuracies and discrepancies between multiple versions of a policy.

  • Full-service

    Patra’s insurance professionals provide their final oversight leveraging AI-powered technology. This solution combines industry-leading Policy Checking AI technology with a dedicated team of processing executives assigned to your business. Patra experts can manage every aspect of the process if you choose, from retrieving policy documents to meticulously comparing results against your Agency Management System (AMS), updating your AMS, and delivering verified policies on your behalf. Patra also assumes the E&O risk associated with checking these policies.

  • Custom

    Patra’s insurance professionals manage the entire policy checking process with tailored workflows designed specifically for your organization’s unique requirements. This white-glove service delivers comprehensive policy verification with customized quality control measures, reporting, and service level agreements to perfectly align with your operational needs and client expectations. Patra also assumes the E&O risk associated with checking these policies.

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Case study

An agency's successful journey with AI

Understanding how other agencies approach AI implementation helps demystify the process. Here's how one agency leveraged AI-powered policy checking to expand capacity without additional headcount.

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Policy checking AI demo

Streamlining policy reviews across P&C insurance workflows

In this demo, see how Patra’s Policy Checking AI simplifies and accelerates policy review for property and casualty insurance teams. The solution uses AI to automatically extract, align, and compare data from expiring and renewal policies, highlight discrepancies, and surface form changes in a clear, review-ready workflow.

Designed for retail agencies, brokers, wholesalers, and MGAs/MGUs, Policy Checking AI helps teams reduce manual effort, improve accuracy, and complete policy checks more efficiently, while maintaining transparency and control throughout the review process.

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Frequently asked questions

Which insurance lines of business are supported?

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How does Patra leverage AI in the policy checking process?

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What types of documents are supported?

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In what formats is the policy checking data delivered?

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Does Patra use RPA (Robotic Process Automation)?

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