Case Study: Patra achieves faster, more accurate policy reviews with expert.ai's AI-based natural language understanding

Improve Policy Review and Bring Advanced AI-based Natural Language Understanding Solutions to Insurance Services

Patra, a leading provider of technology-enabled services for the insurance industry, faced the longstanding challenge of manually reviewing and cross-validating dozens to hundreds of pages of policy text and extracting insights from largely unstructured data. To tackle this, Patra partnered with expert.ai to deploy expert.ai’s AI-based natural language understanding (NLU/NLP) platform and AI-powered policy checking service.

expert.ai’s NLU platform was integrated to automate reading, understanding, and extracting meaningful data from structured and unstructured policy text, enabling faster, more accurate policy checks and proactive alerts for inaccuracies. The solution reduced manual friction and E&O exposure, unlocked insights across the industry’s roughly 80% unstructured data, increased processing capacity, and delivered measurable cost savings and improved understanding of pricing behaviors and coverage dynamics for Patra’s agency, MGA, wholesaler, and carrier clients.

Patra

John Simpson

Chief Executive Officer and Founder