We Serve You

Technology-enabled services powering every stage of the insurance policy life cycle.

We leverage people and technology to propel your insurance organization.

We are exclusively committed to the insurance industry, serving retail agencies, MGAs, wholesalers and carriers to deliver the Patra Advantage: profitable growth and organizational value.

Patra gives you the best of both worlds: proprietary technology coupled with highly trained process executives. This combination gives you the confidence to turn over as many tasks and processes as possible and let Patra handle them for you.

Our Value to You

Patra’s focus on quality, flexibility and staff are our biggest differentiators. Patra is focused on insurance only, giving us a deep experience in the industry. Our team is flexible enough to allow a customer to start with a team as small as three operational seats, and our staff of more than 240 licensed agents set us apart from the competition.

We are committed to Operational Excellence

Our operational excellence model is what sets us apart. With over 17 years solely dedicated in the insurance space, we know your business. As a strategic partner, we support the entire operational ecosystem and deliver optimal output for our clients across the insurance industry.

Our technology-enabled insurance services solve critical challenges faced by businesses.

Retail Agency

Patra enables retail agencies to excel in an increasingly competitive insurance marketplace. With Patra’s retail agency services, you can reduce staff workloads, service accounts more efficiently, and optimize small account management. Also applicable across P&C and employee benefits, Patra lets you focus on what really matters to your business progress.

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Carriers and agents expect MGAs to deliver — and Patra is here to help you exceed expectations. Our proven technologies and global experts elevate your team to deliver quality, timely services that set you apart from the competition. From pre-binding to renewal, Patra’s technology allows effortless transacting at every phase. Call us your virtual underwriting assistant.

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Strong relationships are crucial to the success of wholesale insurance brokers. That’s why Patra’ technology-enabled process efficiency services, backed up by our team of experts, make such a difference in this challenging marketplace. Picture enhanced service levels, quicker submission response times, and manageable workloads. Suddenly, you have time to expand your reach.

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Insurance companies need flexibility to thrive in today’s demanding market, so Patra created a model that empowers your organization to respond and change with ease. Patra leverages technology and a scalable, expert team to execute a range of comprehensive services for a growing number of direct-writing organizations. Transactions turn seamless, improving both customer satisfaction and your business performance.

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Clients Experiencing the Patra Advantage.

We deliver results in every line of the insurance business.

Every day, we help insurance businesses like yours reduce inefficiency and scale their operations to support growth. We focus on offering consistent, reliable support to meet and exceed expectations for you and your customers.