As books of business grow, so does the volume of routine requests behind them
Patra solves the operational constraints holding your business back.
Patra’s property and casualty services cover the policy lifecycle: new business, policy servicing, renewal, claims, and accounting and compliance support. We orchestrate insurance operations through an agentic AI platform with insurance professionals in the loop, so your team stops coordinating between vendors and managing systems and focuses on what moves your business forward.
Leaving P&C back-office operations in-house has a running cost, and it shows up in three places
Work accumulates faster than staff clear it, and the delay carries forward into renewal and claims.
Errors in policy checking and endorsement processing cost more than the correction itself.
Licensed people spend the day on processing rather than on the clients they were hired to serve.
We orchestrate insurance operations for every segment of the distribution chain with a consistent operating model
An agentic AI platform built specifically for insurance, experienced insurance professionals handling judgment calls and exceptions, and E&O coverage on the work we perform. However you engage with Patra – running entire workflows through the platform or putting our licensed teams to work inside your operations – the same technology and experts in the loop power every engagement.
Orchestrate entire operational workflows – new business through renewals, policy administration through billing. Agentic AI handles the repeatable work; insurance professionals handle exceptions and decisions.
Small accounts either don't get the attention they need or consume more time than they're worth. We run them under your brand and at your service standard, turning a margin drag into a profit center while your producers focus on the accounts that need them.
Insurance-certified remote professionals who handle administrative and operational work inside your existing systems. Where managed services orchestrate full workflows, virtual assistants extend your team for high-volume, repeatable tasks.
Over 15 million insurance documents printed and mailed annually, from compliance notices to renewal materials. Handles volume swings without managing equipment, staff, or square footage.
Insurance professionals answering policyholder inquiries across phone, email, chat, and social channels. Flex from two seats to 200 without adding headcount. White-labeled, so policyholders experience your brand.
Innovation, depth, and scale used to be tradeoffs. Not anymore
We run the work, commit to the results, and carry E&O coverage on the work we deliver. Better outcomes. Less risk. The confidence to stand behind both.
Instead of managing multiple vendors and handoffs, you work with a single provider who implements and owns the full workflow. Handoffs are built into the process, not something you coordinate.
We provide E&O coverage on the work we perform – accountability that AI tools and staffing models don't carry. If something we deliver misses a requirement or creates a client issue, we own it.
You get the speed and accuracy benefits of agentic AI without building, maintaining, or staffing around it. Our platform handles the repeatable work; our insurance professionals handle exceptions and judgment.
Every engagement integrates within your existing workflows and systems. Nothing moves to ours. Your team operates the same way; only who's carrying the operational volume changes.
Patra at scale
How to start
Together, we evaluate your operational infrastructure to identify process gaps. Output: actionable strategies, sized against the ROI they would produce.
We analyze existing workflows and produce implementation-ready designs, then put the technology and processing capacity in place. Output: deployed workflows and a working team.
We continue to identify process and service improvements and report on them. Output: KPI reports, processing trends, and production volumes.
Security and continuity
Patra maintains SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification, aligning data protection practices with global standards for security, availability, and confidentiality. Regular independent audits validate controls.
AES256 encryption for data at rest and in transit, encrypted GVPN connectivity, Active Directory authentication, and SIEM-based logging and alerting. Data loss prevention and single sign-on are enforced, administrative privileges are restricted, and USB storage is disabled.
We operate multiple processing centers in India and the Philippines under direct operational control, purpose-built for data protection and supporting load balancing during volume spikes or continuity events.
Audited business continuity and disaster recovery programs, including a Business Continuity Plan, Disaster Recovery Plan, and Security Incident Response Plan, support operational resilience through disruption.
Ready to run your operations differently?
Let's talk about which workflows are the highest-value place to start.