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Driving Innovation, Operational Capacity, and Greater Profitability.

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Discover AI-Powered Operational Transformation


Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions.

Over 880 insurance organizations trust Patra’s AI-powered technology and intelligent business process outsourcing (BPO) services to drive new business opportunities, enhance product offerings, and accelerate organic revenue growth.
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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

Patra partners with insurance leaders to modernize operating models through the right blend AI technology and
business process outsourcing services.
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Transactions
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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!

Patra AI-Powered Insurance Solutions

Patra's Policy Checking AI is a success

Built on 20 years of BPO strategy expertise, Patra’s proprietary, patent-pending AI technologies optimize the entire policy life cycle for every insurance distribution channel.

Our technology-enabled services improve speed, accuracy, and efficiency while unlocking new business insights to enhance decision-making.

Patra’s flexible document automation platform, Patra AI, empowers distributors to compete and win in today’s dynamic insurance market.

Transform Your Operations

As an industry leader in providing BPO strategies, Patra’s solutions and services support, elevate, and grow insurance organizations’ book of 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

The Proven Leader in Insurance Process Improvement

Patra’s insurance experts help insurance distributors overcome the most complex operational challenges. Our operational transformation allows distributors to maximize investments in legacy systems and deliver cutting-edge speed and efficiency expected by today’s tech-savvy policyholders. Patra’s award-winning commitment to innovation and excellence leads the industry in creating value throughout the insurance ecosystem.
 

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.

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Data Protection Powered by Patra Shield

Patra delivers strategic focus and investment in risk management and compliance through Patra Shield, a multi-pronged approach to data security and privacy.

SOC 2 Type 2 Compliance & ISO/IEC

Patra maintains SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification to ensure the safety and privacy of the insurance ecosystem’s data. Our compliance certifications relate to the principles of security, availability, and confidentiality as the framework for safeguarding data.

Business Continuity &
Disaster Recovery

Patra ensures operational resilience through comprehensive business continuity and disaster recovery plans.

Global Centers for
Processing Excellence

Patra’s global centers for processing excellence are distributed across geo-politically stable, democratic countries.

Indemnity
Protection

Every process performed by Patra’s global process executive team is backed by market-leading error and omission liability assumption.

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