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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.
Retail Agencies and Brokers
Expert services for retail agencies and brokers to improve operational efficiency
MGAs, MGUs, Program Administrators
Underwriting operations solutions for MGAs, MGUs and program administrators
Wholesalers
Wholesaler solutions to streamline workflows between brokers and carriers
Carriers
Direct writer carrier services to support policy acquisition and premium generation
Leading insurance organizations trust Patra
business process outsourcing services.
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Numbers are calculated over the past 12 months
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Patra AI-powered insurance solutions
Built on 20 years of insurance 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 insurance BPO strategies, Patra’s solutions and services support, elevate, and grow insurance organizations’ book of business through every step of the insurance policy 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 and virtual mail
Full-service print, mail and virtual mail solutions with a dedicated mailing department.
A proven approach to optimizing insurance operations
The proven leader in insurance process improvement
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.
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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