Discover our tech + people centric approach to improving operational efficiency

Deliver a Better Client Experience

Discover our tech + people centric approach to improving operational efficiency.

Certificate Processing

All-in-One Certificate Processing and Issuance

Reduce errors, minimize risk exposure, and prioritize revenue-generating work with Patra’s certificate processing solution.

Streamline Open Enrollment Season

Streamline Open Enrollment Season

Patra’s employee benefits processing workflows are designed to help EB teams easily navigate peak renewal season.

PolicyChecking.AI

Patra Reveals PolicyChecking.AI

Patra Introduces AI to its All-In-One Policy Checking Service.

We know your business.

We focus on insurance processes and insurtech solutions that drive profitability and new customer acquisition across the industry.

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RETAIL BROKER

Patra's specialized services allow brokers to accelerate customer acquisition and retention  with enhanced profitability. 

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MGA

Patra’s sophistication related to underwriting operations helps MGAs drive growth and enhanced broker relationships.

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WHOLESALE BROKER

Patra's operational experience enables wholesalers to focus more on product specialization and market expansion.

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CARRIER

Patra’s direct writer services enable carriers to acquire policies, generate premium, and retain customers more efficiently.

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Powering insurance processes.
Leveraging people and technology.

We’re relationship-builders and growth advocates who believe in the power of our insurance experts, an innovative approach with technology, and results that speak for themselves. It’s not just about what we do, but how we do it differently.

Patra’s services change the way insurance is sold and delivered.

Patra at a glance.

Patra is honored to be recognized for four years as a "Top Insurance Workplace" by Insurance Business America and has been named to the Inc. 5000 of fastest-growing private companies in the US for the past six consecutive years.

160+

Distinct Insurance Processes

#1

Servicer of Small Commercial Accounts

4M+

Certificates Issued Annually

$250M

Premium Managed

7

Centers for Processing Excellence