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

Thinking of choosing a processing partner? Here are some things to consider before you make the decision. featured image
  • by jessica.ma

Thinking of choosing a processing partner? Here are some things to consider before you make the decision.

Finding a processing partner isn’t easy. In our experience, agencies that take the time to do their due diligence before choosing a partner find success much…

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Introducing Patra Select for Benefits- An Interview with Jessica Casteel featured image
  • by jessica.ma

Introducing Patra Select for Benefits- An Interview with Jessica Casteel

Meet Jessica Casteel, Director of Patra Benefits, and learn how she's impacting the employee benefits space by helping benefits agencies better serve their customers. 

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Non-Retail Service Spotlight - Submissions featured image
  • by jessica.ma

Non-Retail Service Spotlight - Submissions

Does submission clearing consume a lot of your underwriter's time? Do you use temps or support staff during peak periods? Learn how Patra can help.

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