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


Should you choose Patra?

Learn More >

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!

Contact Now


  • Patra On Demand logo image

    Patra On Demand

    With fast turnaround and low error rates, Patra’s On Demand model scales quickly to meet the cyclical nature of insurance. Popular services include certificate issuance, policy checking, document retrieval and more.


  • Patra Select logo image

    Patra Select

    Patra Select gives you more from your book of small accounts. Whether it’s growing the book aggressively or simply manage existing accounts, Patra Select guarantees profitability on P&C, benefits or personal lines accounts.


  • Patra Direct logo image

    Patra Direct

    Patra Direct leverages insurance expertise and technology to deliver new customer acquisition and customer care solutions to direct writers.


  • Patra Innovations logo image

    Patra Innovations

    More than a processing provider, Patra Innovations combines experience and standardized processes, adding value to brokers. By combining technology and creative solutions, we reduce operating costs and increase customer satisfaction.


What Our Clients Are Saying

Latest News

Subscribe to our newsletter

Sign up for information and special offers