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Who We Serve
Retail Agency
Specialized services for retail and broker agencies to improve operational efficiency.
Wholesalers
Wholesaler solutions to streamline workflows between broker and carriers.
MGAs
Underwriting operations solutions for MGAs, MGUs and program administrators.
Carriers
Direct writer carrier services to support policy acquisition and premium generation.
Services
Insurance Processing
Integrated team of processing experts and tech-enabled workflows to improve operational efficiency
Property & Casualty
Certificate Processing
Data Management
Document Retrieval
Endorsement Processing
Policy Checking
Submission Clearance
Employee Benefits
Eligibility Management
Business Administration
Commission Posting
Small Accounts Management
Full-service small accounts management solution improving client retention & satisfaction
Contact Center
Scalable end-to-end omnichannel customer service model
Print and Virtual Mail
All-in-one printing, mailing and document processing solution
Virtual Assistant
Flexible extension to your service teams, providing back-office and client facing support
Technology
Workflow Optimization
Data Protection & Security
Artificial Intelligence
Blockchain
Why Patra
Customer Success Plans
Operational Excellence
Business Advisory Services
Customer Stories
Resources
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In The News
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Blogs
Events
Case Studies
Datasheets
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Company
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Diversity, Equity, & Inclusion
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