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About Patra

Making a difference for our customers and our industry.

Powering insurance processes.


Leveraging people and technology.

Patra was founded to enable insurance brokers to issue certificates faster and more efficiently. As the industry has evolved, we’ve expanded to serve retail agencies (including commercial lines, personal lines and employee benefits), MGAs, wholesalers, and carriers, with more than 160 distinct services. We also offer omni-channel contact center customer experience and acquisition capabilities.

In addition to process automation and account management services, Patra is a leader in applying technology to insurance applications. From virtual collaboration and workforce solutions to machine learning, AI and bots, Patra applies proven technology on behalf of servicing clients.

Today, we’re focused on creating growth and efficiency for our partners to maximize the value of their organizations— that’s the Patra Advantage.

The Power of Patra is Our Global Network

3,400 Team Members
6 Global Processing Centers

Patra’s global team of experts deliver the Patra Advantage – efficient, profitable growth and organizational value – to retail brokers, MGAs, wholesalers, and carriers alike. With over 3,400 team members across the globe, 6 dedicated processing centers and distributed contact centers, we’ve built a team that works, communicates and delivers seamlessly to support our clients.

Image of Patra's Global reach; international map.

Where Company Meets Culture

Supporting Industry Innovation

Patra's customers share a common trait- the desire to innovate and remain leaders in their fields. Their dedication to working with us to find better, more efficient and profitable ways of working is inspiring. Patra delivers experience, technology and workflow tools that address challenges facing the insurance industry and the unique needs of carriers, brokers, MGAs and wholesalers.

One Global Patra

Patra knows that we are only as good as the professionals who deliver the services to our customers. Employing more than 3,400 globally, Patra is committed to providing our staff the industry’s most comprehensive training and continuing education while offering a competitive benefits package, comfortable working environment and growth opportunities. We're one company, globally.

Active in Our Communities

Corporate social responsibility is a key component of Patra, reaching back to our founding. With a philanthropic organization dedicated to supporting military families, an employee giving campaign and belief that our employees should be active members of their communities, Patra lives its commitment to being a global company through local actions.

Leading the Industry

As insurance is constantly changing, to remain an industry leader it's important to be involved in the advocacy of our industry. Patra partners with influential organizations to drive innovation. By taking part in those conversations, we add our voice and help shape where the industry is heading.

Top Insurance Workplace

Leading industry publication Insurance Business America features Patra in its 2019 Top Insurance Workplaces report. Patra was one of only 53 companies recognized as a “Top Place to Work in Insurance” from the hundreds of companies that participated in the survey. Employees from organizations across the whole of the industry were asked to share what they like and dislike about their workplaces, from benefits, to availability of resources, to management.

Team Member Spotlight

Name: Jacqueline Eldredge

Role: Implementation Consultant, OnDemand Services

Reason for Working at Patra:

"Patra’s commitment to diversity and inclusion, along with the company focus on innovation and corporate social responsibility were the main factors in my decision to apply and accept employment here. My colleagues and management show me every day that I am a valued team member."

What One Patra Means to You:

"One Patra means that each of us, with our different expertise, experiences and backgrounds, all contribute as a vital part of our global Patra family and come together to support our customers. "

Team Member Spotlight

Name: Pravallika Mallareddi

Role: Process Executive 3

Reason for Working at Patra:

"It’s a great experience working for Patra and a great platform for professional development. With impressive leaders and role models and a valued work-life balance, Patra is the best place for me to develop my career.I am happy to work for Patra because we have a good work culture, great job security and a friendly atmosphere. Patra helps employees fulfill their passion for work with the help of a cohesive team. I have learned many things which help in my professional growth."

What One Patra Means to You:

"To me, One Patra is an individual commitment to a group effort, which is to always provide quality service and to meet the needs of our global clients. As a result of our teamwork, we are pleased to be recognized as a Top Insurance Workplace in 2019."

Team Member Spotlight

Name: Jason Missey

Role: Client Consultant

Reason for Working at Patra:

"I love being able to provide the help our customers need. Plus, I love my Patra family; they are such a smart and talented group. I’m continually impressed with everyone who works here."

What One Patra Means to You:

"We’re all in this together. We all care so much about our customers and each other, that’s why we show up every day. "

Team Member Spotlight

Name: Priyanka Rao

Role: Team Leader

Reason for Working at Patra:

"It’s a great experience working for Patra and a great platform for professional development. With impressive leaders and role models and a valued work-life balance, Patra is the best place for me to develop my career. Patra regularly engages in philanthropic activities which benefit our communities. By personally participating in these efforts, I am fulfilling my dream of serving mankind. I have also especially liked women empowerment sessions that have helped me understand gender equality, enhanced my decision-making power, given me better access to opportunities, resources, and control over my life, at work and at home, and the ability to effect change. "

What One Patra Means to You:

"Patra has become the integral part of my life. It’s not just a place to earn my livelihood, but an ocean of opportunities and cultural well-being. We are bonded with oneness and unity. I feel blessed to be associated with the Patra family."

Team Member Spotlight

Name: Cean Davis

Role: Manager, OnDemand Employee Benefits

Reason for Working at Patra:

"The people and culture of Patra are just some of the many reasons I chose to work at Patra. From the moment I met my boss during my interview to every associate I have met thereafter, it has been so refreshing and motivating to work with people who share the passion I have for being the best I can be in my work and personal life."

What One Patra Means to You:

"One Patra means unity. We all share the same vision and goals for our organization and customers – mutual success and growth in the ever-evolving world of insurance and operations support."

Team Member Spotlight

Name: Annie Ragland

Role: Account Manager, Select Employee Benefits

Reason for Working at Patra:

"I've been working in the Employee Benefits insurance industry for the last 14 years. At Patra, my unique opportunity is to contribute to a forward-thinking and growing company while working with a dynamic team. I appreciate Patra's vision for me to work from home while accelerating my professional career in Employee Benefits and maximizing time with my family."

What One Patra Means to You:

"One Patra is the group of people who all believe in Patra’s founding principal – we all do the right thing for our team, our clients and for our community. We all have the mindset to forward focus and we use technology to help improve insurance processes for our client experiences."

Team Member Spotlight

Name: Ajitesh Dixit

Role: Team Leader

Reason for Working at Patra:

"Working for Patra is a dream job; it has provided me a platform on which I am nourished and can prosper. At Patra, each day comes with a new opportunity along with the help and support of the management team. Patra ensures complete care of its employees both in and out of work: Patra has several activities in which we can participate and learn life skills, which is undeniably what an employee requires."

What One Patra Means to You:

"One Patra, as the name itself reflects, is a kind of atmosphere in which we work where team members come together from different parts of world to provide the best possible service to our clients."

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Patra In Action

When we work together with our customers, communities and employees, we all thrive.

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