Blog

Patra Proud Charity Golf Event Raises Over $30,000 for Children of Military Families October 18 2018 El Dorado Hills, CA, October 18, 2018 – Patra Proud, Patra’s philanthropic organization, started in 2015, hosted its 3rd Annual Bay Area Golf Scramble on October 15, 2018 at Hiddenbrooke Golf Club in Vallejo, CA. The charity event raised over
Patra Featured on Prestigious ‘Top Insurance Workplaces’ Report October 11 2018 El Dorado Hills, CA, October 11, 2018 – Leading industry publication Insurance Business America released Top Insurance Workplaces report for 2018, a snapshot of the US insurance sector, and Patra Corp, is featured prominently on the list. Patra was one of only 51 companies recognized
Patra Recognized on the INC 5000 List of America’s Fastest-Growing Private Companies for the Second Time October 10 2018 El Dorado Hills, CA, October 10, 2018 – Inc. Magazine ranked Patra Corporation, No. 2,236 on its 36th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. Patra ranked 30th of the more than
Patra Corp Continues Strong Investment in InsureTech with Product Launch and Corporate Acquisition October 02 2018 EL DORADO HILLS, Calif. – Patra Corporation, a global company that powers insurance processing through people and technology, is announcing the launch of an industry-wide product and new technology acquisition. The product, CertVault, is a cloud-based repository and delivery system
Patra In Action – Data Migration May 17 2018 An effectively managed AMS means that an agency can be confident in its ability to service customers and run meaningful reports. Converting or consolidating agency management systems is an opportunity for an agency to rethink its data structure and review procedures to ensure effective, reliable data. Patra
Patra In Action – Certificate Issuance May 17 2018 Patra has extensive experience working with national brokers to implement certificate issuance projects. With one such broker, we began with a small-scale project that has evolved into an engagement in which Patra issues more than 2 million certificates annually. From a small pilot project in two remote
Patra Announces New Chief Revenue Officer April 23 2018 EL DORADO HILLS, Calif. — Patra Corporation has hired Bob Murphy, a leader from the financial technology services industry, as its new Chief Revenue Officer (CRO).  In the newly created position, Murphy, will oversee sales, marketing and strategic direction for the company, a leading provider of technology-enabled
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
September 7, 2017

Patra Select

Patra Select September 07 2017 How many times have you said to yourself: “This small account is as much work as our larger accounts.”  Small accounts, those that bring in low revenue but require a lot of work, can be some of the biggest drains on profitability and productivity – it’s counterintuitive, but nearly anyone who
Patra Opens New Headquarters in El Dorado Hills, CA September 01 2017 Have you ever dreamed of working from home? With a commute from the bedroom to the home office, there are few distractions to interrupt your workflow and you’ll never have to take off your slippers. For Patra employees, that isn’t a dream – most