Investing in the future of insurance. Today.

Driving Innovation, Operational Capacity, and Greater Profitability.

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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.
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Retail Agencies and Brokers

Expert services for retail agencies and brokers to improve operational efficiency

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MGAs, MGUs, Program Administrators

Underwriting operations solutions for MGAs, MGUs and program administrators

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Wholesalers

Wholesaler solutions to streamline workflows between brokers and carriers

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Carriers

Direct writer carrier services to support policy acquisition and premium generation

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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.
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Issued
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Transactions
Processed
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Client Hours
Saved
0M
Policies
Checked
0M+
Workflows
Customized
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Numbers are calculated over the past 12 months

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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.
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TOP 25 US BROKERS
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TOP 5 WHOLESALERS
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CLIENT RETENTION

Patra AI-Powered Insurance Solutions

Patra's Policy Checking AI is a success

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.


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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.

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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

The True Cost of Managing Employee Benefits

The True Costs of Employe...

It's more than brokers think.

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$100B Bid Winners

Independent agents score $100B construction bids.

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CIO Company of the Year

AI is reshaping insurance industry standards.

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New AI-Powered Suite

Patra announces new AI-powered services suite

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