Patra In Action – Policy Checking

Patra In Action – Policy Checking March 27 2018 A mid-sized agency in California¬†came to Patra with a considerable challenge. Some of their account managers were so busy that they didn’t have the time or resources to check policies and developed a¬†year-long backlog of policies to be checked. The AMs did save time but exposed the agency to huge E&O concerns. We worked with the agency to customize policy checking workflows in Applied Epic and