Skip to Content

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

3,200 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 3,200 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 3,200 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: Shaik Delisha

Role: Team Leader

Reason for Working at Patra:

"Patra has given me an opportunity to explore my strengths and brings out the best qualities within me. Patra provides a wonderful work culture, allowing employees to work freely. I receive good support from my superiors while all employees are motivated and appreciated for their efforts. The best thing, apart from the work itself, is the office Patra provides. I feel very fortunate to work for such a great company."

What One Patra Means to You:

"To me, One Patra is working together as a team and moving towards achieving a common goal. Though we work from different locations, we all work together as a PATRA FAMILY to achieve one goal: exceeding customer expectations and fulfilling their requirements."

Team Member Spotlight

Name: Richard Pro

Role: Account Associate

Reason for Working at Patra:

"Patra produces a positive environment and encourages growth and development for their employees. On top of the care shown to employees, Patra is constantly looking to improve the customer experience in all departments. The consistent innovation and thoughtfulness make Patra a great place to work. I am proud to be a part of the Patra team!"

What One Patra Means to You:

"One Patra connects people from all around the globe, developing great relationships, with one shared goal in mind: to support our customers and create the best experience possible."

Team Member Spotlight

Name: Shawnie Goin

Role: Client Consultant

Reason for Working at Patra:

"Patra affords me a one-of-a-kind opportunity to work independently while still being an integral part of a team atmosphere that is both collaborative and rewarding."

What One Patra Means to You:

"I really value the workplace flexibility because it allows me to focus my energy on a healthy balance between work and life, as opposed to commuting or other complications due to geography. "

Team Member Spotlight

Name: Autumn Imbro

Role: Associate, Customer Communications and Reporting

Reason for Working at Patra:

"Patra is accommodating and understanding to the needs of a military spouse. Patra has helped me find a fulfilling career, without being limited by geographical location. I admire the employee culture and the professional growth opportunities as the company is constantly evolving.."

What One Patra Means to You:

"Working for a global company has provided me with the opportunity to interact with people from different countries and various cultures. I work alongside our teams in the Philippines and India. They are a fundamental part of our daily operations and continued success at Patra."

Team Member Spotlight

Name: Chelsea Premeau

Role: Client Consultant

Reason for Working at Patra:

"Having experienced the demands an insurance broker faces every day, I am thrilled to provide relief and support to agencies through Patra’s services. I thrive knowing my clients can focus on what matters most to them because Patra is taking care of the rest."

What One Patra Means to You:

"One Patra means connection to me – connection through a common goal regardless of region, culture, or language – and that connection allows us to achieve our goals and meet the needs of our customers."

Team Member Spotlight

Name: Shreya Gupta

Role: Process Executive 1

Reason for Working at Patra:

"It is always a great opportunity to work with a reputable company, and Patra is just that. After joining Patra, I learned many ways of understanding and analyzing work that I didn't know before. Patra provides opportunities for employees to improve their skills, encourages our hard work at every step and provides equal opportunity to all employees. Patra provides a healthy and friendly workplace environment."

What One Patra Means to You:

"In order to achieve our goals, it is important for every employee to have the One Patra mindset. Patra encourages team efficiency and hard work at every step. I feel like Patra is a family, even though we work from multiple locations, and everyone is equally determined to achieve the common goal of satisfying our customers by delivering quality work."

Team Member Spotlight

Name: Vanumu Bhaskararao

Role: Process Executive 3

Reason for Working at Patra:

"Patra creates equal opportunities for all employees and always supports career growth. Managers and coworkers are supportive and there is always opportunity to enhance our knowledge. During my five years with Patra, I have learned many skills like team management, how to deal with crisis and how to improve efficiency."

What One Patra Means to You:

"One Patra is the bond that brings all employees together and makes us proud to be Patra employees. People who come to work for Patra stay for a long time because the company acknowledges our hard work and effort. "

17

Patra In Action

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

19