PRESS RELEASE: Patra Secures $146 Million Growth Equity Investment from FTV Capital
WEBINAR: Patra's Services for Employee Benefits and Open Enrollment
NEWS: Patra Joins Vertafore's Orange Partner Program
INTERVIEW: Patra CEO John Simpson
VIDEO: Policy Checking with Patra
VIDEO: Certificate Processing & Issuance with Patra
Patra is a leading provider of technology-enabled services to the insurance industry. Patra’s team of global experts allow retail agencies, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value. Patra supports insurance organizations as they sell, deliver and manage policies and customers.
Patra delivers quality, timely services that help differentiate your brand and enable you to thrive in this evolving wholesale marketplace.
Leverage our experienced staff and proven technologies to elevate your team and engage more effectively with the agents and carriers who rely on you.
Patra helps retail agencies reduce staff workloads, service accounts more efficiently and optimize small account management, so you don’t have to worry about staffing issues, reinventing workflows or accommodating more volume.
With the technology, personnel, and insurance expertise to expertly engage with your customers or to power complex processes, Patra provides tailored solutions for insurance companies.
We believe insurance is a people-first business that works best when powered by technology. And everything we do, we do to empower you to focus on what you do best—bring value to customers, manage risk and provide peace of mind to policyholders.
By automating aspects of the policy checking process, we make it faster and more accurate, a benefit to both you and your customers.
Our certificate processing service is a true end-to-end solution which makes the entire process convenient and fast. You, or your insured, can initiate a certificate request, and Patra will process and deliver the certificate for you.
No two insurance organizations are the same. That’s why our document retrieval services are fully customizable to meet your unique needs. With a customized workflow and our dedicated document team, we ensure nothing falls through the cracks.Â
We believe insurance is a people-first business that works best when powered by technology. And everything we do, we do to empower you to focus on what you do best—bring value to customers, manage risk and provide peace of mind to policyholders.​
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Our data entry solutions are flexible and scale to meet your needs. We are here to help you increase your work efficiency by taking on the data management that consumes too much of your day. You can rely on us for data entry, clean up, and migration projects big and small. ​
Internally processing hundreds of adds, terms, and changes can quickly pile up. With Patra, you get access to a dedicated remote team who work only on eligibility management. We process requests quickly and accurately.
With Patra, you don’t need to hire a full-time employee dedicated to commission postings or put the work on the desk of an already busy agent. Patra provides commission posting services that are fast and accurate, so you can focus on working with clients and bringing on new customers.
Benefit comparison spreadsheets are a great tool but creating the spreadsheet can take considerable time and effort. That’s where Patra comes in! We can create benefit comparison spreadsheets for you, making them ready for you before renewal meetings.
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Patra's P&C solutions deliver consistent and reliable results, cost efficiency and process optimization. Organizations focused on growth choose Patra to power their processing.
PatraPay is a digital payment solution designed to modernize the billing and payment experience between premium finance companies, their agency partners, and the insurance policy buyer. The all-in-one platform automates the entire premium finance and payment processes.
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Patra’s employee benefits services support your insurance organization at every stage of the EB renewal cycle. Our services ensure you are maximizing efficiency and profitability throughout the year.
Patra’s print, mail, and document processing services provide an integrated, cost-effective way to expedite certificates, letters, and other mailed communications. Patra will act as your in-house mailing department, managing inbound and outbound correspondence.
Our managed service model provides a variety of options to address commercial lines, personal lines, or employee benefits. Your team can spend more time focusing on key accounts and agency relationships without sacrificing the service levels your customers expect.
Patra provides a flexible, end-to-end solution that deploys omni-channel communication tools to your existing management systems, supporting every part of the customer experience. Inbound or outbound, Patra supports your customer contact centers with voice, chat, text, email, and white mail to deliver your brand experience.
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Your go-to source for the latest Patra content, industry experience, and thought leadership covering the insurance industry.
Curious about technology-enabled insurance services powered by people? Check out how we’re implementing this through the various resources available here!
A few of our thoughts on the industry and ways to improve your business.
We attend events all over the country, all year long. We’d love to meet up with you along the way!
See where Patra has been featured and what the industry is sharing about us.
From company announcements to award recognitions, see our latest shared news.
Learn more about our technology-enabled services for the insurance industry.
Read about some of our customers and how they’ve benefited from working with Patra.
Interested in learning more about specific services we offer and how we do what we do? Check out our data sheets for more insight.
Want to get to know us better? Enjoy these videos that give a glimpse of how and why we do what we do.
Take a deeper dive into Patra and learn how we support our customers by watching some of our webinars.
Honesty, Integrity, and Respect are the foundation and core values of our company. These three pillars of success are embedded in every aspect of our organization’s culture and define how we operate across the globe.
At Patra, we believe that creating an environment where our employees are happy, safe and valued, empowers our Patra family to best support and connect with one another, our partners, customers and community.
We’re hiring! Work-from-home, flex PTO, equipment provided, medical, dental, vision, HSA & FSA accounts, 401K with match, competitive salaries and the best colleagues from around the globe!​
We’re driven by our customers’ 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.​
Patra has brought together leaders in Insurance to create the InsurConneXtions Alliance. A gathering of industry leaders to prioritize, develop, and distribute technology solutions and industry standards to drive insurance processing efficiencies.
Employing more than 5,000 globally, we value our differences. We believe that having a diverse employee population and inclusive environment makes us a stronger company.​
The Summit Partner Platform brings together best in class insurance organizations and Patra's leading tech-enabled insurance services, joining forces creating value, profitability, and growth. With a shared commitment to operational excellence and customer success, we help our strategic partners thrive by providing access to tech-enabled services and solutions that add value to your members, customers, and business.​
Patra Academy is our response to the insurance industry’s staffing challenges, providing a pipeline of talented, trained and licensed staff to support insurance organizations across the country. We place a strong emphasis on recruiting from the military community – active duty spouses and veterans – when hiring for new opportunities in the Academy!​
Our philanthropic organization, Patra Proud, is dedicated to supporting the children of military families.  We acknowledges the challenges our active duty military families face and help in any way possible.​
Hosted at Boundary Oak Golf Course in Walnut Creek, CA. The event raised $10,500 for military families.
