New AI-Powered Suite
Press Release
Patra announces new AI-powered services suite
Patra AI Technology
Product Overview
Patra's platform delivers new AI-powered solutions
AI-based Policy Checking
Product Overview
Take your policy checking into the future
Policy Checking Solution
Blog
Overcome a year-long backlog of policies unchecked
Policy Checking AI
Press Release
Patra presents Policy Checking AI self-service solution
PCAI Software Review
Video
Experience Patra's AI-powered, self-service platform
Innovative Services for Unique Markets
For nearly 20 years, Patra has been 100% focused on solving the most complex and time sensitive insurance workflow and operational challenges. Our end-to-end, tech-enabled insurance processing solutions support the entire policy lifecycle.
Retail Agencies and Brokers
Expert services for retail agencies and brokers to improve operational efficiency
Find Out More
MGAs, MGUs, Program Administrators
Underwriting operations solutions for MGAs, MGUs and program administrators
Get More Information
Wholesalers
Wholesaler solutions to streamline workflows between brokers and carriers
See More On This
Carriers
Direct writer carrier services to support policy acquisition and premium generation
Read More Here
Leading Insurance Organizations Trust Patra
With full support across the entire policy lifecycle, Patra clients experience revenue growth, reduced operational risk,
and increased organizational resilience.
Numbers are calculated over the past 12 months
Schedule a call with our team of insurance experts.
Let's discover together what's blocking your organizational growth, and how to unblock it!
Transform Your Operations
Patra provides solutions and services to support, elevate and grow your business through every step of the insurance policy lifecycle.
P&C Services
End-to-end services for all phases of the P&C lifecycle.
Employee Benefits Services
Flexible, scalable solutions to support the entire Employee Benefits process.
Virtual Staffing Assistance
Full time VAs to support back-office tasks and help eliminate backlogs.
Small Business Management
Licensed account managers to manage and grow your books of small business from A to Z.
Contact Center Management
The ultimate insurance contact center solution with email, voice, chat, text, and mail.
Print & Virtual Mail
Full-service print, mail and virtual mail solutions with a dedicated mailing department.
A proven approach to optimizing insurance operations
Today's insurance leaders trust Patra to handle critical operational challenges and deliver transformative services.
Patra AI-Powered Insurance Solutions
Patra is the market leader in AI-Powered Insurance Solutions designed to automate, process and analyze insurance documents across a wide variety of use cases. Using its configurable document automation platform, Patra AI’s services suite brings new solutions to the insurance market quickly and efficiently.
Patra Shield keeps your data secure and compliant
Patra maintains SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification to ensure the safety and privacy of our clients’ data. Our compliance certifications relate to the principles of security, availability, and confidentiality as the framework for safeguarding data.
Would you like to learn more?
Don't hesitate. Unlock growth with exceptional automation and workflow optimization.
Experience what makes Patra an Industry Leader
End-to-end workflow process automation helps insurance organizations improve efficiency, increase accuracy, and mitigate risk.
Technology & Automation
Accelerate business transformation with AI, automation, and digitization.
Client-centric Delivery
Client-centric delivery models to support organizations as they grow.
Risk Mitigation
Dedicated risk mitigation strategy ensures data security w/ E&O coverage.
Operational Methodology
A proven operational excellence model that accelerates transformation.
Global Culture & People
A global culture powered by 6,500+ employees.
Trending, topics, videos and announcements
Blog
The True Costs of Employe...
It's more than brokers think.
Get the Numbers
Case Study
$100B Bid Winners
Independent agents score $100B construction bids.
Read the Study
Recent News
CIO Company of the Year
AI is reshaping insurance industry standards.
Continue Reading
Press Release
New AI-Powered Suite
Patra announces new AI-powered services suite
Read This PR