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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

3,200 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.

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.

Team Member Spotlight

Name: Matt Creith

Role: Implementation Consultant

Reason for Working at Patra:

"After over 10 years working on the agency side of the insurance world, I decided to shift gears and work for a company that is focused on streamlining services for agencies and brokers. Having worked with and been an early supporter of Patra on the agency side, I came to Patra with a unique perspective. Traveling around the country to visit potential and existing customers, while helping customers to be more client-facing, has been a very rewarding experience."

What One Patra Means to You:

"One Patra means supporting our customers in a global environment, but it has also become a mantra to support one another and be cheerleaders to lift everyone up."

Team Member Spotlight

Name: Neelima Khare

Role: Process Executive-3

Reason for Working at Patra:

"In the first two years I worked at Patra I went from a night shift trainee to a process executive. Patra provides a very positive atmosphere for its employees and endless opportunity to enhance our skills."

What One Patra Means to You:

"Patra provides a multicultural environment in which to work. We may be in various locations and work with different customers, but our regular calls and chats with employees from other global locations enables us to learn about different cultures and connects us as a team all working for the same company."

Team Member Spotlight

Name: Kimberly Cybulski

Role: Operations Manager, Implementation

Reason for Working at Patra:

"Patra is a family focused company that encourages and supports personal & professional development."

What One Patra Means to You:

"TEAM!!! – our stateside and offshore teams blend together to form one solid unit of knowledge, strength and professionalism working together to achieve our goals."

Team Member Spotlight

Name: Sree Tej Puli

Role: Team Leader

Reason for Working at Patra:

"I joined Patra immediately after graduation with many career aspirations. My hopes and dreams are now being fulfilled by the opportunities Patra has provided. Patra’s friendly management and supportive mentoring have helped me grow in every aspect of both my professional and personal life. Patra maintains a positive corporate culture with a backbone of ethical values and always makes its employees feel appreciated and supported. Managers are insightful and have a well-planned vision of upcoming projects, which in turn helps every individual grow in their career."

What One Patra Means to You:

"Patra offers many opportunities for us to work with people spread out across many geographical locations. Even though teams are numerous and widespread, we are all united in the work we do and our responsibility to accomplish Patra’s main task: satisfying our customers. It is always exciting to see Patra’s U.S. leadership team in our office as it reminds me that Patra is a growing, multi-national company for which I am proud to work."

Team Member Spotlight

Name: Ramoji Rao

Role: Team Leader

Reason for Working at Patra:

"The reason I work at Patra is because it enhances my professional growth. I began my career as a trainee and now I am a Team Leader. Along the way I always felt I had liberty to try new things. Patra stretched the scope of my job giving me the chance to try new things, like working on reports, answering emails or handling client phone calls. Unlike other companies, Patra recognized my efforts and hard work and helped me grow my job description. Patra motivates and supports all of its employees from junior to senior levels. I feel very comfortable working for Patra, as do many of my colleagues. Patra feels like a family more than a company."

What One Patra Means to You:

"One Patra means we are all on one team even though we may work for different branches or with different clients. We are a global company at our very best when we satisfy our clients with the work we do together."

Team Member Spotlight

Name: Indira Bala

Role: Process Executive-2

Reason for Working at Patra:

"I have many reasons for working at Patra. Patra has a very professional environment and its management team respects and recognizes every individual for their dedication and hard work, while providing equal opportunities for women. I have the opportunity to be an ambassador to the U.S. team through the Indian Ambassador’s Program. Because of Patra I have learned about U.S. culture and lifestyle. I don’t hesitate to say that other companies do not provide such amazing opportunities. I am proud to be part of the Patra family. Patra has helped me progress through my professional life in which I have explored and strengthened my skills and talents, and I have grown in my personal life based on the ethics and values I’ve learned from Patra."

What One Patra Means to You:

"Many miles and oceans between will not stop our creativity or innovation. One Patra is how we communicate, how we follow our morals and how we all work for the one unique purpose: to fully satisfy our clients."

Team Member Spotlight

Name: Cara Pfaff

Role: Team Lead, Employee Benefits OnDemand

Reason for Working at Patra:

"The opportunity to help clients of all types in the insurance industry streamline their back office, and allow their employees to focus on their customers. I love enabling these companies to have a broader impact because of our assistance. It truly is a team effort."

What One Patra Means to You:

"Patra is a community that stretches beyond the continental US. These strong teams and relationships we are building both onshore and internationally have created a community of people that support each other and as a result, we have been a successful resource to our clients and partners."

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Patra In Action

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

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