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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: Shauntai McAllister

Role: Employee Benefits Manager

Reason for Working at Patra:

"Patra has a notable reputation for being a leader of innovative initiatives and operational excellence. Our commitment to diversity and inclusion promotes positive employee engagement, diverse perspectives on business strategies and provides valuable insight into the needs of our global clients."

What One Patra Means to You:

"One Patra means that each team member offers a unique contribution to the success of the organization. Our commitment to creating an exceptional client experience through customer-centricity, is demonstrated consistently throughout our enterprise."

Team Member Spotlight

Name: Kiran Emandi

Role: Process Executive 3

Reason for Working at Patra:

"Being it’s one of the fastest growing BPO companies, Patra really values their employees. They welcome the newcomers with opportunities to develop skills and allow their employees to be a part of CSR activities. I am very privileged to be a part of the Patra family."

What One Patra Means to You:

"We work in different locations, but our goal is the same – to meet client expectations and keep them happy."

Team Member Spotlight

Name: RajyaLakshmi P

Role: Process Executive 3

Reason for Working at Patra:

"I feel honored and proud to work in such a big organization – there are several opportunities to grow and learn new skills."

What One Patra Means to You:

"Although divided globally and on different teams, we are connected by corporate culture - career growth opportunities, quality of product, customer satisfaction, and corporate social responsibilities."

Team Member Spotlight

Name: Melissa Etling

Role: Account Manager

Reason for Working at Patra:

"My #1 reason for working at Patra is that I can see through words and actions that I am valued both as an employee and as a person."

What One Patra Means to You:

"To me, One Patra means that although we all work in different areas with different roles, we are all working together to achieve the same goal - to provide the highest level of support to our clients."

Team Member Spotlight

Name: Aditi Giri Goswami

Role: Process Executive 2

Reason for Working at Patra:

"Patra’s working environment and corporate culture allows us to gain professional growth. I have developed several new skills with the help of Patra’s management team. "

What One Patra Means to You:

"One Patra – the word itself describes that unity is very important to achieve any goal. Though we are working globally across the world, I always feel like we are working like a family together, to support our customers."

Team Member Spotlight

Name: Kim Freeman

Role: Implementation Consultant

Reason for Working at Patra:

"Patra has a notable reputation for being a leader of innovative initiatives and operational excellence. Our commitment to diversity and inclusion promotes positive employee engagement, diverse perspectives on business strategies and provides valuable insight into the needs of our global clients."

What One Patra Means to You:

"One Patra means that each team member offers a unique contribution to the success of the organization. Our commitment to creating an exceptional client experience through customer-centricity, is demonstrated consistently throughout our enterprise."

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Patra In Action

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

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