Insurance Services for Carriers

Your flexible partner for support as your customers demand more.

Scalable, experienced teams that will help accelerate your growth and differentiation.

As insurance shoppers continue to demand more, insurance companies must be flexible enough to respond to new distribution channels and technology options. Traditional processing and contact center models can be inefficient and slow to change, which is why Patra’s model focuses on providing a scalable, experienced team that empowers your organization to test new methodologies, explore new technologies and implement change rapidly.

Patra leverages experienced staff with proven technology to enable efficient transactions. With the technology, personnel, and insurance expertise to execute complex, customer-facing workflows with a comprehensive processing capacity, Patra is uniquely capable of providing acquisition and customer experience solutions for a growing number of direct-writing organizations. Specialized services include policy acquisition, premium generation, customer retention, and enhanced customer experience.

Patra provides solutions for the entire policy life cycle that allow for effortless transacting at every phase, from acquiring the policy and managing customer service, to providing first notice of loss and renewal support.

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.

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

Innovative recruiting for long term talent.

Every company within the insurance industry is challenged to identify and recruit new talent. To find the quality required for the service customers expect, Patra has implemented an innovative recruiting and hiring model that finds experienced talent with low turnover.

Unmatched flexibility.

Patra is unmatched in the insurance industry in our flexibility to provide solutions. Whether the decision is utilizing carrier systems or developing new technology, or the choice to staff a home-based contact center model, Patra’s service architects create scalable solutions that can adapt to your specific needs.

Modern, efficient distribution.

Patra’s data-driven technology solutions streamline transactions throughout the customer life cycle. Patra’s software provides automation for frictionless communication between broker and carrier systems, from first contact to supporting payment.

Solutions for all phases of the insurance lifecycle.

From tech-enabled back-office processing teams, to dedicated experts performing underwriting assistant services and/or contact center 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.

Lifecycle top
Property & Casualty Processing Services
Slice 2
Employee Benefits Processing Services
Slice 3
Small Account Managed Services
Underwriter Assist
Underwriter Assist

Supporting the Industry

The insurance industry is constantly evolving by innovating new products to protect consumers from risk, creating integrated systems to lower the cost of administering policies, and providing industry advocacy to ensure a stable future. Patra is proud to play a role in the future of insurance as we support and partner with some of the industry’s leading organizations and affiliations. The organizations listed are a few of the many industry affiliations and partnerships in which we invest our time, expertise and business as we support the insurance community.


Patra is committed to a customer-centric service delivery model and to always providing a positive customer experience. See what our customers think.

Very thorough and professional service.

Carrier Customer

Patra has been a great partner. Their flexibility during periods of rapid change has been a huge asset to our Customer Advocate Team. We look forward to both companies growing together!

Matt Christopher
Director of Claims – Clearcover