Who We Serve

Supporting the full scope of insurance business needs.

Insurance Solutions Designed for You

Delivering support for insurance organizations to scale your business.

We work with insurance businesses of all sizes to offer hands-on support. Whether you’re managing a handful of policies or serving thousands of customers, our solutions can be tailored to your unique business needs. When you work with Patra, you get full visibility into your insurance processing, customer service, and small account management without having to actively manage those functions.

Our global team stands ready to partner with you to manage, grow, and improve your business.

Retail Broker

Remaining competitive as an independent retail brokers is harder than ever. Whether you’re focused on P&C insurance for personal and commercial lines or employee benefits, you need to deliver value and service while remaining profitable. Get the support you need to service accounts, expedite processing, and maximize efficiency.


When working with demands from both brokers and carriers, MGAs need to be able to deliver on their relationships while remaining focused on quality underwriting. With dedicated experience supporting MGAs, Patra can help you at every point in the process from pre-binding to ongoing renewals.

Wholesale Broker

With high volume, high speed, and high impact deliverables, wholesale brokers are required to constantly be ahead of the curve. Support your business growth without missing a step. With processing, small account, and customer contact support, you can continue grow while managing staff workloads.


With evolving technology and constantly shifting customer demands, insurance carriers need to step out of inefficient service models to become flexible and nimble. We can help fuel the next step in your innovation with dedicated policy services and customer retention plans for insurance carriers.

We understand insurance.

Through dedicated insurance processes and powerful InsurTech solutions, we can help you continue to innovate and grow your business.

Insurance Processing

Get support to issue certificates, process claims, manage accounting and billing, and handle data entry.

Small Account Solutions

Free up your team to manage key accounts while Patra’s team focuses on servicing and growing your small accounts.

Aquisition & Customer Experience

Deliver consistent communication on every channel to acquire new business and deliver superior service

Insurance Technology

Innovate and expand your business horizons with technology-enabled solutions developed by insurance experts, for insurance experts.

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.