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.
“Onboarding is a critical first step to building a strong partnership with our customers. Specializing in the insurance industry, we understand no insurance organization is alike and we take the time to understand and build out an implementation plan that keeps our customer needs and goals top of mind.”
- Jessica Caudle, Director, OnDemand Implementation
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.
“Technology integration can be a major pain point for insurance organizations and its why we have a dedicated integration team in place to make the process seamless and non-disruptive to your service team and clients. My job is to make yours easier!”
- Kevin Lang, Technical Support Engineer
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.
“Clear communication is our love language when it comes to our customers. With the ever-evolving insurance industry, we understand that goals change, staffing structure changes, volume changes and we are here to help our customers adapt to all of it. I love my job and connecting with my customers every day to learn how we can continue to help them grow.”
- Elizabeth Erickson, Senior Client Consultant, OnDemand Services
We empower our customers to make data-driven and strategic business decisions by providing data analytics and KPI performance metrics through:
Robotic Process Automation (RPA)
Machine Learning (ML)
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.
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
Service response and output quality are phenomenal. My employees are extremely satisfied with this relationship!
- Retail Broker in Kentucky
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
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.