Customer Experience

Your Journey Into the Future of Insurance Starts Here.

We’re driven by Customer Success

Patra offers a comprehensive suite of insurance processing solutions that combine innovative technology and a customer centric service delivery model guiding you on a path to operational success.

Foundation for Success

Drawn from experience in onboarding over 600+ customers across the insurance industry over 15+ years – we’ve designed a scalable, secure and frictionless implementation experience that delivers best practices and steers our customers clear of common pitfalls.

Our team of experienced solutions consultants and onboarding specialists make it easy for you and your team to identify and adopt the best tech-enabled insurance processing solutions that will accelerate your path to ROI.

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Unifying Systems and Workflows

With experience integrating into 30+ agency, document, policy and certificate management systems and deploying over 160+ unique insurance processes – we have a proven integration process prioritizing data security and minimal disruption to your customers. We operate as an extension of your team delivering a white label customer experience – customized with your brand and service delivery model.

Channeling Partnership Success

We are committed to your success throughout your entire journey, not just a single aspect. Once onboarded, we partner you with a tailored service team to ensure you’re getting the most out of our service(s) and achieving your goals. Your dedicated team shares actionable data and insights, applying industry expertise and best practices to drive real results throughout your Patra journey.

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Quantifying Success

We empower our customers to make data-driven and strategic business decisions by providing data analytics and KPI performance metrics through:

  • RPA_red-2

    Robotic Process Automation (RPA)

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    Hybrid Cloud

  • AI_red-1

    Machine Learning (ML)


of Top 25 Agencies are Customers


total US Customers Representing 476 Offices


of the Top 10 Largest P&C Insurance Wholesales are Customers


Customer Retention Rate

What Our Customers Are Saying Feedback is the heart of the Patra Customer Experience. We conduct routine NPS and Customer Satisfaction surveys to continuously deliver the highest quality of customer service.

Quotation Mark

The quality of the work and associated cost efficiencies are just two prime reasons for our success working with the Patra team. We are extremely happy with our experience and the results we’ve attained.

- Wholesaler in Missouri

Quotation Mark

Service response and output quality are phenomenal. My employees are extremely satisfied with this relationship!

- Retail Broker in Kentucky

Quotation Mark

Patra does a fantastic job in understanding our workflow and adapting their process to fit our needs. Patra team is very responsive and has a collaborative approach in working with us and our team.

- Retail Broker in Oregon

Quotation Mark

The team we work with is always very responsive and clearly focuses on providing stellar service. They have a true desire to handle things the way we need them to be done and take great pride in their work.

- MGA in California