Entire workflows, owned end to end
Insurance managed services moves beyond task processing
Entire operational workflows, AI-led and delivered holistically, are orchestrated through Patra’s managed services. Backed by our insurance experts and E&O coverage on our work. We manage performance, not just throughput, for the largest brokers, agents, wholesalers, MGAs, and MGUs in the market.
The back office has changed. Has your operations partner?
Insurance distribution is under structural pressure that isn’t going away. Three forces are reshaping what insurance distributors need from their operations partner.
Patra’s managed services is built for exactly this moment.
Roughly half the insurance workforce is projected to retire within 15 years, leaving hundreds of thousands of positions unfilled. Experienced account managers are buried in policy checking and data entry instead of client work. Licensed talent is stretched thin on transactional servicing. You can’t hire your way out of this.
As the hard market softens and M&A slows, agents and brokers must focus on operational inefficiency to drive better business outcomes and enterprise value. Transaction revenue is compressing while workloads grow. Every point of operating efficiency matters more than it did two years ago.
Every leader is being asked for a credible AI story. Not a pilot. Not a tool subscription. A real answer for how AI is driving outcomes today, with accountability, not just automation.
From task processing to managed outcomes
Most back-office support still works the way it has for decades: either in-house, or outsourced task by task, vendor by vendor, coordinated by you. We work differently. Our managed services cover entire operational workflows under a single SLA and engage you only for approvals, key decisions, and escalations.
Individual steps like policy checking or certificate delivery, with the handoffs managed and coordinated by you.
We own entire workflows – post-bind processing, mid-term servicing, and more – as a single engagement with coordinated handoffs.
Full operational ownership tied to your business outcomes. We manage performance, not just throughput.
Instead of managing multiple vendors, tasks, and handoffs, we implement and own the full workflow. You engage at key decision points, not every step along the way.
Every function comes with our E&O coverage on our work – accountability no AI tool or staffing provider takes on.
You get the speed and cost benefits of AI without building, maintaining, or staffing around it.
We help you define and build toward your ideal back office, not just process today’s work.
Managed services is one model, built to span your operations
Our orchestrated workflows are built around how your agency organizes and operates – new business, client servicing and retention, and agency operations. Each workflow combines related tasks within a given function into a single, accountable engagement.
- New policy app-to-bind
- Post-bind processing
- Mid-term servicing
- Renewal and remarketing
- Insured risk advisory
- Accounting and agency operations
- New / renewal remarketing
- Benefit technology
- Enrollment services
- Claims services
- Accounting
- Compliance
Curious how you can move from task processing to capacity creation?
If you’re already working with Patra on one task, we can help you determine the next to add to create capacity together.
The age-old question: build, buy, or partner?
Agencies pursuing AI-driven operations tend to face three familiar paths. Each solves part of the problem but leaves the hardest part with you.
Significant upfront investment with uncertain returns. Ongoing maintenance as carriers, AI models, and systems change, and adoption still rests on your teams.
You carry the build risk, the run cost, and the change management.
The best tools solve specific problems well, and we partner with several of them. But automating a full back office takes a long vendor list without anyone committing to outcomes, and the human-in-the-loop work stays with your team.
You manage the vendor list and staff the work software leaves behind.
Process outsourcing lowers unit labor cost, and the benefit ends there. No automation trajectory, no compounding gains. It’s the same manual work, done somewhere cheaper.
Savings capped at labor arbitrage.
Our managed services combines the best of each approach to bring you innovation, speed, and scale through proven AI, expert processing teams, and full ownership of outcomes. We orchestrate across technology – yours, ours, and top-tier third-party tools – to deliver outcomes no single path can achieve.
AI executes. People approve. You see the results.
We orchestrate a combination of proprietary AI, partner tools, and your own systems under one engagement. You don’t need to evaluate, build, or maintain the technology. You see faster turnaround, lower cost, and higher accuracy.
Our AI agents handle a workflow from first step to last – retrieving documents, checking policies, entering data. Our insurance experts step in for approvals and exceptions only.
Our Insurance Intelligence Platform coordinates work across our own automated solutions, your AMS, and best-in-class third-party point solutions. Work flows automatically from one step to the next – no manual handoffs, and less back-and-forth between your teams and Patra.
Our team deploys directly into your environment to automate how work enters your systems and how results come back. They cover the first and last mile, where most automation typically breaks down.
Every workflow comes with E&O coverage on the work Patra performs. AI drives speed and quality. We stand behind the result.
Looking for something different?
Managed services is optimized for full-function ownership, but it’s not the only way we can help. You can start with one or two tasks and expand based on the results, or engage around a specific operational constraint.
Our AI-powered service to turn your small accounts from overhead to profit center.
Small account management servicesDedicated, insurance-knowledgeable virtual assistants to extend your team’s capacity.
Insurance virtual assistant servicesAnswers for operations leaders
How are managed services different from a staffing or labor model?
We go beyond supplying labor for tasks you still manage. We take on the entire operational workflow under a single SLA, combining our agentic AI platform and insurance experts to commit to outcomes with E&O coverage on our work. That’s accountability that staffing providers don’t take on.
What happens to our team?
Our insurance managed services model is built to free your team from high-volume, back-office processing work, not to replace it. Your people can focus on clients, growth, and the decisions that need their judgment. We will continue to engage them for key approvals, decisions, and escalations, not day-to-day task management.
Who’s accountable if something goes wrong?
We are. Every workflow we own comes with E&O coverage on the work we perform. If the technology breaks down for a specific policy, we will get the work done manually. Our commitment to delivering results is something you don’t typically see from InsurTech tools and most labor-based providers.
Does the Insurance Intelligence Platform replace our AMS or require us to change systems?
No. We orchestrate across your existing AMS and systems – Applied Epic and CSR24, and Vertafore’s Sagitta, AMS360 and ImageRight platforms, among others. We orchestrate across your own systems and our own technology and best-of-breed partner tools. Your systems remain the system of record throughout.
Is this just AI replacing expert staff?
No. Our agentic AI drives speed and consistency, but every workflow includes human oversight for exceptions, verification, and judgment calls. AI executes; people govern. We believe in this design philosophy so strongly that we built governed, expert-supervised AI before the market adopted it as a consensus and received a patent in 2026 for the AI and human-in-the-loop methods at the core of our Policy Checking AI.
How is this different from an AI point solution?
A point tool solves one narrow piece of a workflow and leaves the integration, exceptions, and accountability with you. We run the entire function – orchestrating our AI, your systems, and top-tier partners under one accountable relationship with our people providing expert review.
Ready to switch from saving time to multiplying capacity?
Talk to our team about which workflows are the highest-value place to start.