Proven solutions for every insurance market
Patra’s team of insurance experts allows retail agencies, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value – as they sell, deliver and manage policies and customers.
We focus on insurance processes and insurtech solutions that drive profitability and new customer acquisition across the industry. Patra brings the best of both worlds; proprietary technology coupled with highly-trained process executives. This unique combination gives retail agencies, MGAs, wholesalers and carriers the confidence and flexibility to turn over as many tasks and processes to propel their insurance organization to the next level.
Retail Agency
With Patra’s tech-enabled insurance solutions and processing executives, retail insurance agencies can reduce staff workloads, service accounts more efficiently, and optimize small account management. Applicable across P&C and employee benefits, Patra helps agencies focus on what matters most to their business goals.
Wholesalers
Strong relationships are crucial to the success of wholesale insurance brokers. That’s why Patra’ technology-enabled services, backed by our team of insurance experts, make such a difference in this challenging marketplace. With enhanced service levels, quicker submission response times, and manageable workloads, wholesalers can expand their reach.
MGAs
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.
Carrier
Insurance carriers need flexibility to thrive in today’s demanding market. By leveraging technology and scalable processing teams, Patra executes a range of comprehensive services for a growing number of direct-writing organizations. Transactions turn seamless, improving both customer satisfaction and your business performance.
Our value to you
Patra’s dedication to quality, flexibility and staff are our biggest differentiators. With deep industry expertise, we begin by understanding our client’s business challenges enabling us to architect a solution that can comprise a combination of back-office support, licensed account management, virtual assistant.
One of the biggest differentiators between Patra and its competitors is knowledge in the industry.
Through our business model, we take a very proactive approach to staying ahead of emerging insights that directly impact the behaviors of retail and specialty markets. And we do this through several ways, exhibiting, sponsoring, and attending industry events.
This allows us to connect with other insurance market leaders and organizations to better understand where the industry gaps are.
Customer data analysis, we analyze and aggregate customer data to identify behavioral trends and key performance indicators across markets.
Insurance training and licensing This is critical to staying ahead of new insurance industry compliance and regulations and how they will directly impact the markets we serve and the solutions we bring to the market.
And then we apply all this knowledge into our internal innovation lab where we have dedicated teams of insurance and technology experts and resources to research, test, and deploy superior tech enabled service offerings for our clients.
So when we say we are industry experts, we share that with the highest level of integrity. It’s an extremely important part of who we are and how we can truly service our clients.
Explore Patra's Suite of Solutions.
From tech-enabled back-office processing teams, to dedicated experts performing staffing assistant services, to Patra account managers servicing a book of small business on your behalf, to complete management of your virtual print and mail room, Patra has the solutions that help you drive growth, profit, and value.
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Certificates
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Policies
- Endorsements
- Direct Bill Letters
- Claims Acknowledgement Letters
- Auto ID Cards
- Audit Letters
- Claims
- Acknowledgement Letters
- Marketing Collateral
- Employee Benefits Documents
- Upcoming Renewals
- Benefits Guides
- Compliance Documents
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
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