Supercharge your business
Retail Agency
Specialized technology-enabled insurance processing and small accounts management solutions designed to streamline workflows and reduce staff workloads for P&C and employee benefits services.
Wholesaler
Solutions designed to help wholesalers streamline workflows between their carrier and broker relationships, supporting every phase of the policy life cycle from submission and pre-binding to renewal and service.
Carrier
Insurance processing solutions designed to execute complex, client-facing workflows. Specialized services include policy acquisition, premium generation, client retention, and enhanced customer experience.
MGA
Insurance processing and technology-enabled services for MGA’s, MGU’s, and Program Administrators. Patra serves as an extension of your team, leveraging experienced staff with proven technologies to support your teams and connect with the carriers and agents that rely on you.
The Patra Advantage
Patra Corporate Overview
Self-Service PolicyCheckingAI By Patra
Tech-Enabled Insurance Services, an Interview with CEO John Simpson
AI in the Insurance Industry with Marcel Gagnon
Operational Excellence | Advisory Consulting
Why Our Employees Love Working For Patra
Get to know Patra
Welcome to the future of insurance.
As a technology enabled services provider, Patra carefully blends the absolute best of technology and people to perform critical insurance functions with the highest level of accuracy, quality, and speed. Leveraging AI automation, process opt and the unique talents of over forty two hundred insurance specialists.
Our expertise becomes your advantage.
Whether your business focus is in personal or commercial lines or employee benefits, our ongoing investment technology provides end to end insurance solutions that maximize your profitability and enable you to deliver the highest level customer satisfaction.
There has never been a better time for insurance leaders to partner with Patra. Let’s embrace the future of insurance. Together.
We are Patra.
To learn more about our innovative services, visit Patra at www.patracorp.com.
In today’s fast paced insurance market, accuracy and efficiency in policy checking are more crucial than ever. Introducing policy checking AI powered by Patra: The revolutionary self-service solution transforming the insurance industry through a user-friendly, intuitive workflow that extracts, compares, and notate accuracies and discrepancies between multiple data sources.
Featuring Patra’s patent pending artificial intelligence, machine learning, and natural language processing technology, best in class workflows, and nine hundred plus point policy specific checklists, your staff can now check policies at record speed and accuracy in house.
PolicyCheckingAI self-service features robust capabilities such as document processing, step by step AI powered workflow, automated coverage limit extraction and comparison, automated form extraction and comparison, digital summary review, and color coded discrepancy reports.
Organizations will eliminate backlogs, mitigate risks, and accelerate operational efficiencies that thrive in the new age of insurance technology. Visit Patracorp.com to explore how Patra’s PolicyCheckingAI self-service solution can redefine policy checking for your organization.
Join the revolution today.
Patra started in 2005. We are a leading provider of technology enable services for the insurance industry. Our customers who are leading companies in the insurance industry are carriers, wholesalers, managing general agents, and insurance brokers. And every day, they are performing a myriad of tasks for their customers on a day basis.
So what Hunter does is we come in and we provide those tasks for them at a greater efficiency rate and higher quality my executive team and I are very proud to be creating something special in the insurance industry. We are still at the very beginning after sixteen years of changing the industry, bringing in streamlined technology and innovation to the whole industry. We are changing everybody’s lives, and we’re very proud to be part of that. I like to think that our customers associate with quality value based work.
Our customers know that we take honesty and integrity very seriously, and we are always promoting for our people to always do the right thing. When you combine that with our Patra shield protection plan, we guarantee our work with the most comprehensive no coverage available in the marketplace.
We provide geo diverse business continuity, and we have the most comprehensive compliance and banning testing in the marketplace.
We are more than just a vendor to our customers. We are a partner that helps them always strive to improve their day in and day out. Our customers know that when they choose Patra, they are getting a long term scalable solution so they can have sustained growth. So we will continue to innovate and bring new technology ideas and expand our PatraOne platform. We will continue to expand our geographic footprint. And we will continue to expand our services where companies want to take advantage of tech enabled services.
Individual companies that are actually focused on their clients are always in need of being able to do their job faster, better, and cheaper.
So in going with a company like Patra, which is just insurance focused, we’re actually able to give them those things and keep that streamline that’s necessary to stay focused on their clients. I love AI, and no. AI cannot replace human beings in onshore, nearshore, or outsourcing.
AI is a component of our success and is absolutely necessary in today’s environment. So when you have an environment where you need more people, you have to lean on technology.
And we have a a human in the loop as far as AI at Patra, and it’s where you get the expertise in the industry as well as the technology that allows us to do more with less and do it better.
As the insurance industry continues to accelerate towards digital and automated service experiences, insurance organizations are having to rapidly rethink their operational models to stay competitive.
The challenge for many is the lack of resources and capacity to analyze operational gaps. And then having to take it to another step further and identify an effective long term solutions.
We’ve applied our experience and expertise in helping insurance organizations tackle this very dilemma.
As a strategic advisor, we help insurance organizations identify operational gaps, optimize existing workflows, and integrate new technologies to boost business process performance.
Whether we’re working with you at the discovery or implementation phase or an active partnership, our advisory model is integrated throughout the merger journey to consistently focus on helping insurance organizations with.
Growth strategy, evaluate operational infrastructure and implement actionable strategies for improved ROI.
Scalability and capacity, identify the right technological solutions to increase operational capacity and improve customer experience.
Processing workflow design, analyze existing workflows to identify process gaps, and create an implementation ready design for optimal efficiency.
You know, everybody talks about being like a family, but it truly is. You feel that. You feel like you’re part of it. You can tell it’s not just words. You see it in every avenue of every position.
We are supported. We are encouraged. We our questions are answered.
The collaborative spirit, the teamwork spirit, how management and leadership really take the time to listen and look at all perspectives before final decisions are made, these are all breasts of fresh air.
I think I’ve loved Patra’s outlook on things or the way that they care for their employees.
Because we all are virtual at Patra, there’s kind of a concerted effort to keep everybody engaged.
My teammates, we’ve never met in person, but we just get along so so great.
Literally, everybody that I’ve talked to has just been so kind and welcoming and kind of said, hey. If you need anything, reach out to me.
Here, I’m a single mom of three girls. I love that Patra encourages a work life balance.
Everybody helps everybody. So I think the work life balance just goes hand in hand with that, and they encourage it.
And with the diversity inclusion, that’s something that’s very important to me, and this company is it just excels at it.
I feel like the pillars that it stands for for the integrity, the honesty, to making sure you do the right thing, all these things are definitely actively being done.
Honestly, just have to say that I would recommend Patra because you all have been so good to to show not just, hey, we care about our employees, but you actually are putting action to the words that you say.
Patra actually talks the talk and walks the walk.
I wouldn’t refer somebody who is a good friend if I wasn’t, you know, very happy and impressed with Patra.
Like I said, it’s it’s this is probably the best move I’ve ever made for myself professionally.
Technology-enabled insurance outsourcing solutions
Patra’s tech-enabled services set the insurance industry standard for quality, efficiency, and value. Using Patra’s proprietary mix of people, technology and expertise, Patra reliably manages millions of insurance transactions each year on behalf of its customers.
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Certificates
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Policies
- Endorsements
- Direct Bill Letters
- Claims Acknowledgement Letters
- Auto ID Cards
- Audit Letters
- Claims
- Acknowledgement Letters
- Marketing Collateral
- Employee Benefits Documents
- Upcoming Renewals
- Benefits Guides
- Compliance Documents
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Propel your teams forward
Growth Strategy
Our team of experts help you identify the right services and technology solutions to support business growth and increase operational capacity.
Scalability and Capacity
Leverage data driven insights to improve performance capacity.
Processing Workflow Design
Analyze your existing workflows, identify gaps, and create an implementation-ready design for optimal efficiency.
Remain agile in a competitive market
Process Automation
PatraOne is a services-oriented digital platform that automates and optimizes our insurance processing services. Combining Artificial Intelligence (AI) with powerful cloud and data technology, PatraOne revolutionizes how we work for you.
Comprehensive Risk Mitigation
Patra Shield provides a multi-pronged program to protect clients with a Geographically Distributed Workforce, robust Business Continuity & Data Recovery Plans, SOC2 Compliance, and market leading indemnity protection.