About Patra

Patra provides a variety of processing services to insurance organizations that reduce staff workload, minimize risk and lower costs while raising productivity, increasing capacity and ultimately boosting profitability.


Services include Business Process Outsourcing (BPO), Agency Management System (AMS) Consulting, and Data Entry Support, as well as various Policy, Certificate, Benefits, and Claims services.

Why Patra?

  • Dedicated Teams
  • No Hourly Minimums
  • Custom Workflows
  • 24-hour Service
  • No Hidden Fees
  • 90-day Risk Free Trial
  • Comprehensive E&O Coverage

Smart, innovative agencies choose Patra.

Should you choose Patra?

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Patra offers a 90-day trial so you can see the benefits of the reduced workload for your staff and experience the improvement in efficiency. Contact us today to start your risk-free trial!

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What our clients are saying

Latest News

Patra Select featured image
  • by jessica.ma

Patra Select

Patra Select takes the guesswork, unprofitability and inefficiency out of small accounts by managing them seamlessly on our clients’ behalf. Continue reading to learn how this…

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Patra Opens New Headquarters in El Dorado Hills, CA featured image
  • by jessica.ma

Patra Opens New Headquarters in El Dorado Hills, CA

Until recently, Patra’s headquarters were housed in the Novato, California print shop. With growth, the leadership team saw the need to secure a larger space to…

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Patra Proud featured image
  • by jessica.ma

Patra Proud

Patra Proud, Patra's charitable arm, was started to expand the company's support for military families and increase its positive influence on the community. Learn more about how Patra Proud…

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