Patra, an outcome-focused operating partner for the insurance sector that runs one of the industry’s largest production-grade agentic AI platforms, has been granted a US patent covering the technology behind its Policy Checking AI.
The United States Patent and Trademark Office issued US Patent No. 12,639,972, titled “Systems and Methods for Value Extraction and Guided Review,” on 26 May 2026. The filing names Patra chief technology officer Tony Li and senior director of AI engineering Juan Cristian Martinez Vega as inventors, while Patra Corporation is listed as the sole assignee.
The protected invention concerns a technique for pulling values out of insurance documents automatically and then steering a human reviewer straight to the details that need attention. The process involves scanning a file, charting where each word sits on the page, pinpointing the items a user wants, determining the value most likely linked to each one, and prompting the user to verify the outcome. A feedback loop built around expert review means the system’s accuracy strengthens over time.
In everyday use, the technology enables quicker and more precise policy checking, with the AI handling the search and extraction work across long policy files while a Patra specialist retains authority over the final decision.
Notably, the patent carries a priority date of February 2022, meaning the approach was developed before the wave of generative and agentic AI that has since transformed the market.
Patra works exclusively with the insurance industry, pairing an agentic platform and process intelligence with expert teams to deliver measurable results. Drawing on 20 years of domain knowledge, strong client retention and ongoing AI investment, it partners with agencies, brokers, MGAs, MGUs and carriers to reshape insurance operations.
Patra CEO Pratap Sarker said, “We were building governed, expert-supervised AI with real review at the center of the process before that became the industry’s accepted position. That same conviction guides the agentic platform we’re building now: capable, inspectable, and governed by design, with a person able to step in at any time.”
Patra senior director of AI engineering Cristian Vega said, “This patent illustrates the foundation of the AI and human-in-the-loop mechanisms that are still at the core of what Policy Checking AI is today. More importantly, it supports the needs of our clients and the carriers and regulators who increasingly expect explainable, documented AI use with meaningful human oversight.”
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