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Insurance Solutions for MGAs

Be the MGA of the future, today.

Brokers and carriers demand more from MGAs while consumers expect exceptional levels of service. To remain competitive, it's vital for MGAs to combine complex and profitable underwriting services with the ability to support strong relationships. Patra supports MGAs by delivering quality, timely services that can help a firm differentiate itself in this challenging marketplace.

Patra is a premier provider of insurance processing and technology services for an ever-growing number of MGAs. Patra is a virtual underwriting assistant, leveraging experienced staff with proven technologies to support your teams and connect with the carriers and agents that rely on you.

Patra addresses the entire life cycle of a policy with technology that allows effortless transacting at every phase, from pre-binding to renewal.

Learn more about how Patra works with MGAs
by selecting an option below:

Insurance Processing

Patra’s processing experts and consultants support every component of the policy life cycle, from pre-binding to renewals and everything in between. Patra solves real-world staffing and workflow challenges with comprehensive solutions.

Small Account Solutions

Patra's experienced, US-based underwriting assistants are an extension of your team, engaging your partners, supporting your relationships and representing your brand seamlessly.

Customer Contact Solutions

Patra enhances your customer relationships with contact centers featuring real-time, omni-channel communication support.

Insurance Technology

Patra’s policy management technologies can digitize every component of the policy life cycle, either from the ground up or by turbo-charging your existing systems to support quoting, payment and more.

Insurance Printing & Mailing

Patra's full-service, onshore printing, mailing and document processing capabilities reduce costs by automating mailing and fulfillment tasks with myriad options for document delivery.

Our Approach, Your Results

See how our innovative approach helped one agency achieve their business goals.

Don’t just take our word for it.


Many customers are experiencing the power of Patra.

Since engaging with Patra, we have seen dramatic improvement in our efficiencies and processes and at a much lower cost. We experience growth numbers of over 30% each year, and are saving roughly 40% on our processing activities by using Patra. Patra has played a large role in helping our company get to where we are today, and they will continue to play a large role in our future growth.
INSURETrust
Zane Goldthorp | CIOO
By engaging with Patra OnDemand we now have clean and accurate workflow, job aid, and process documentation, we have a three-week reduction in backlog, over 50% reduction in processing time, and improved overall accuracy. Patra now handles approximately 90% of our processing load, allowing us to focus more time on selling and servicing our clients.
HUB International
Bradley J. Botts, MPM, PMP | Senior Vice President, Projects & Technology
Patra designed a workflow plan specific to our needs. Our average task processing time has decreased by 33%, our annual expenses related to outsourced activities have decreased roughly 55%, and Patra has helped us realize over $2.2M in aggregate expense savings to date. Our enhanced profitability has subsequently allowed us to accelerate reinvestment capital back into our aggressive growth initiatives.
Atlas General Insurance Services
Ryan Clarkson | COO
During our partnership with Patra we have increased our certificate issuance by 25% and the volume of direct bill transactions by 29%, all while Patra maintains accuracy rates of 99%+. Simultaneously, as expense reductions are realized year to year, we not only create future investment capital but also enhance the overall value of Bolton & Company.
Bolton & Company
Steve Brockmeyer, ARM, CIC | President & CEO
As a small company, it’s paramount to maximize efficiency without any sacrifice of expertise, execution or excellent service. Patra’s attention to detail and accuracy has supported our ability to exponentially grow our customer and revenue base. We look forward to partnering with them for years to come.
Tangram Insurance Services
Jaimee Patane | Manager, Underwriting Operations
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Let us show you how Patra can make a difference.

Patra frees underwriting staff time, allowing them to support relationships, focus on key accounts and work to the top of their job descriptions. With Patra quoting, invoicing and delivering policies directly to insureds, you can save time and money.

  • Patra specialists work around-the-clock, in your management systems, handling up to 10,000 submissions per month with an accuracy rate over 99.9%.
  • Patra’s dedicated team of policy issuance specialists support and handle general policies and program business.
  • Patra streamlines the flow of transactions, reducing friction between systems and supporting the policy life cycle with data driven underwriting.
  • Patra's proprietary technology provides a common platform for disparate systems to interact, meaning that every phase of transaction is effortless, from pre-binding to renewal.