- Who We Serve
- Retail Agency
-
Specialized services for retail and broker agencies to improve operational efficiency.
- Wholesalers
-
Wholesaler solutions to streamline workflows between broker and carriers.
- MGAs / MGUs
-
Underwriting operations solutions for MGAs, MGUs and program administrators.
- Carriers
-
Direct writer carrier services to support policy acquisition and premium generation.
- Retail Agency
- Services
- Insurance Processing
-
Integrated team of processing experts and tech-enabled workflows to improve operational efficiency
Property & Casualty
- Certificate Processing
- Data Management
- Document Retrieval
- Endorsement Processing
- Policy Checking
- Submission Clearance Employee Benefits
- Eligibility Management
- Benefits Comparison Business Administration Services
- Commission Posting
- Policy Checking AI
-
Full-service and self-service solution to check policies with unsurpassed quality, accuracy and efficiency
- Quote Compare AI
-
Decrease Commercial Lines Insurance Quote Comparison Times
- Policy Data Extract AI
-
Unlock Insights With AI-powered Policy Data Extraction
- Advisory Services
-
This service provides insurance‑focused advisory that applies deep expertise and AI to improve growth and efficiency
- Small Account Management
-
Full-service small accounts management solution improving client retention & satisfaction
- Call Center Services
-
Scalable end-to-end omnichannel customer service model
- Print and Virtual Mail
-
All-in-one printing, mailing and document processing solution
- Virtual Assistant
-
Flexible extension to your service teams, providing back-office and client facing support
- Insurance Processing
- Technology
- Why Patra
- Resources
- Company