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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

3,600+ Team Members
8 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.

2020 Top Insurance Workplace

Top Insurance Workplace

Leading industry publication Insurance Business America features Patra in its 2018, 2019 and 2020 Top Insurance Workplaces report. 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.

Diversity & Inclusion

Patra Diversity and Inclusion Program

At Patra, we recognize the power of our people and value our differences. We believe that having a diverse employee population and inclusive environment makes us a stronger company.   The Patra Diversity and Inclusion Council aims to combat discrimination and promote a diverse and inclusive community built on the foundation of Honesty, Integrity and Respect. The Council will act as agents of change for Patra; advocating for awareness and understanding through Education, Communication and Collaboration. We seek to position Patra as a leader in our industry through our diverse, equitable and inclusive workforce. To support our stand, Patra’s Diversity and Inclusion mission is supported by three pillars: Education and Understanding, Communication, and Collaboration & Innovation.  Our Business Resource Groups focus on:

  • Mental Health & Stigmas: Focusing on Mental Health & Wellness for our employees, and erasing the stigmas surrounding mental health.
  • PRIDE – Focusing on LGBTQIA+ inclusion, resources, and education for Patra employees.
  • R.A.C.E. (Respect Acceptance Communication Education) – Focusing on Racial and Ethnic diversity & inclusion, as well as resources and education for Patra employees.
  • WCC (Women Cultivating Confidence) – Fostering and encouraging confidence in the workplace for all Patra employees, with a focus on women’s challenges and areas for personal growth.

Team Member Spotlight

Name: Krishna Pandey

Role: Team Lead

Reason for Working at Patra:

"I want you all to know how much I enjoy working for Patra and how proud I am to learn new skills and execute Patra's innovative ideas. It warms my heart to know all that we have accomplished over the past few years. I cannot imagine any possible way to truly express my thanks for all that I have learned and all that I have to look forward to every day."

What One Patra Means to You:

"One Patra is a goal to come together as a team, applaud our efforts, acknowledge successes, and encourage pursuits."

Team Member Spotlight

Name: Jen Torrevillas

Role: Customer Service Specialist

Reason for Working at Patra:

"Patra values people and they truly care about their employees. I am happy going to work each day knowing that my contribution adds value to the team. Patra offers healthy work-life balance which improves my productivity and performance. Overcoming challenges and learning new things in my workplace keeps me motivated. Patra’s team spirit gives me a positive mindset and confidence in myself that leads to my success at work. Most importantly, my hard work is valued, recognized and appreciated, which makes me happier working at Patra."

What One Patra Means to You:

"When a group of people from different parts of the world, with diverse backgrounds and experiences, work together toward a common goal, creating a positive working atmosphere and supporting each other to combine individual strengths to enhance team performance - that's us! One Patra Team."

Team Member Spotlight

Name: Raga Priya

Role: Process Executive 3

Reason for Working at Patra:

"In this competitive and growing industry, Patra consistently takes innovative steps, making it one of the best multi-national companies. I am happy to work here as Patra provides a good and safe working environment, and this job helps me improve my working and communication skills. Patra not only provides good quality services to its clients, but also encourages its employees to improve their own skills."

What One Patra Means to You:

"One Patra is one place where every person works for the continuous success of the organization, with a common goal to provide the best possible services to our clients."

Team Member Spotlight

Name: Eloisa Delgado

Role: Account Manager

Reason for Working at Patra:

"I work for Patra because Patra is family to me. We take care of each other! I have never worked for such an organization that values and cares for their staff!"

What One Patra Means to You:

"One Patra is one organization working together to meet a common goal of supporting our clients and staff, and doing the right thing, every time!"

Team Member Spotlight

Name: Ravi Teja Soupati

Role: Senior Team Lead

Reason for Working at Patra:

"Starting my career with Patra is the best decision I have made in years, and I am thrilled to now have five years of noble experience at the company. Patra is committed to creating a comfortable, transparent and collaborative environment, and it is a wonderful place to learn and grow with exciting new challenges and opportunities around every corner. I couldn't have a better or more positive group of people to work with everyday!"

What One Patra Means to You:

"I believe One Patra means that when everyone moves forward together, success takes care of itself. There is camaraderie among our diverse employees, all working from different geographical parts of the world, yet united and strongly committed to providing the best possible service to our customers."

Team Member Spotlight

Name: Suneetha Gattu

Role: Process Executive 3

Reason for Working at Patra:

"I have been working at Patra for more than eight years. Management sincerely cares about all employees. Patra is committed to providing its employees the industry's most comprehensive training, a comfortable working environment, growth opportunities, and a competitive benefits package. I appreciate that Patra focuses on the mental health & wellness of its employees, on ethnic diversity, and fosters and encourages confidence in all women employees on their personal growth."

What One Patra Means to You:

"One Patra is a commitment to consistently demonstrate exceptional client services."

Team Member Spotlight

Name: Brent Blanks

Role: Implementation Consultant

Reason for Working at Patra:

"I work at Patra because I am passionate about people, process, and philanthropy. Patra consistently lives values and supports these three passions of mine and allows me to be part of the greatest industry in the world.  Patra shows that it’s passionate about people by giving its employees the ability to grow personally and professionally. Patra shows its dedication to process in every solution we offer our clients. Patra gives back in a big way, and it is always exciting to be part of something big. If you love what you do, you’ll never work a day in your life…so, thanks Patra for my non-job job!!"

What One Patra Means to You:

"One Patra means serving our clients through accountability, teamwork, integrity, and respect. I am a member of one of the greatest teams to ever grace a Zoom call. We are constantly striving to do better, be better, improve knowledge, share knowledge, and raise the bar for client expectations and delivery. This directly translates into an engaging and enjoyable client experience. All of this, performed in a multi-continental culture that respects the individual and encourages out-of-the-box solutions means that we have no creative limitations. One Patra means that our clients are getting the benefit of our coalescing experiences, walks of life, industry knowledge, and full commitment as we become the substratum of our clients' businesses, standing as one."

Team Member Spotlight

Name: Michael Prenger

Role: Manager, OnDemand Services

Reason for Working at Patra:

"I genuinely feel like my voice is heard, my ideas are valued and my efforts will materially contribute to our success. I feel this way because Patra prioritizes their people. The management team knows that if you take care of your people, they will take care of you. It’s a simple concept that is lost on so many companies, but Patra lives it every day through a few simple steps: (1) Hire talented people who have integrity and drive. (2) Provide them with all the tools they need to be successful. (3) Ensure their ideas are heard and put into action. (4) Tell them where you want to go, and trust in their ability to take you there. (5) Have fun during steps 1-4."

What One Patra Means to You:

"One Patra is the sense of community and family I have here. It’s a feeling that we are all in this together to do right by our customers and each other. During the COVID shut-down, nobody cared about their title or position. Everybody just said “how can I help us get back on track?” and got to work. That is because there is something special that has been cultivated here. There are a lot of organizations out there that do what we do, but I don’t know if those other guys can touch HOW we do things. Everyone is positive, solution-oriented and ready to lend a helping hand at every turn. I have never seen anything like it before. This is just a great place to be because we take care of each other."

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Patra In Action

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

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