Insurance Services for Retail Agencies

Supporting the full scope of your front and back office business needs.

Grow your business more efficiently and profitably.

Patra helps retail agencies reduce staff workloads, service accounts more efficiently and optimize small account management, so you don’t have to worry about staffing issues, reinventing workflows or accommodating more volume.

Patra's retail agency services and processes can be leveraged across P&C (for both Personal and Commercial Lines) and employee benefits, enabling your organization to deepen relationships with key accounts, increase client retention and deliver an outstanding insured experience.

Our U.S. and geographically dispersed international teams stand ready to partner with you to help manage, grow, and support your business.

Our Value to You

Patra is the leading provider of technology-enabled services to the insurance industry. Our services leverage the latest in artificial intelligence, machine learning, and insurance processing automation, optimizing our work efficiency as your service provider while elevating your customers’ interaction and experience with your agency.

Imagine transferring stacks of work from your desks to ours where we manage it more quickly, efficiently and accurately on your behalf.

Grow your business more efficiently and profitably.

Meet deadlines.

Deadlines come quickly, especially during your agency's busy season. We can level your workloads by taking your account management overflow resulting in a reduction of employees' overtime or extra hours and overall frustration.

Focus on customer facing tasks.

We handle the back-office work while your team focuses on new customer acquisition and delivering a better experience to existing customers.

Save time.

Patra manages the complex, time-consuming, behind-the-scenes work that often competes with account management activities that matter most to your customers.

Reduce operating costs.

We offer a wide selection of insurance processing services all designed for your agency's needs and account management challenges. Our ability to simultaneously handle multiple services 24/7 supports faster turnaround times and increased profitability for your agency.

Solutions for all phases of the insurance lifecycle.

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.

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.

They are efficient, productive and quick studies for new assignments or procedures.

Top 25 Agency Customer

Great service! [Patra] has cut down our time with certificates tremendously.

Top 25 Agency Customer

Our Patra account managers and servicers do an excellent, professional job.

Top 25 Agency Customer

Great employees, setup and workflow, and pricing. We've had a great experience using Patra for a data migration project and now direct bill accounting.

Agency Customer

[Patra is] very knowledgeable and easy to work with. [They are] able to use our workflows and combine them with theirs to create easy-to-follow and use workflows for everyone.

Agency Customer

A great job with our outsourcing requirements, saves money, gains in efficiency, higher client satisfaction.

P&C Agency Customer

Thorough and cost effective.

P&C Agency Customer

Overall using Patra is effective in taking some workflow from our teams and they do an effective and efficient job.

P&C Agency Customer

[Patra] does a fantastic job in understanding our workflow and adapting their process to fit our needs. [The] Patra team is very responsive and has a collaborative approach in working with us and our team.

Employee Benefits Agency Customer

So far we have had great customer service!! Very pleased with the process!

Employee Benefits Agency Customer

They pay excellent attention to detail and follow directions very well. I love working with the team.

Employee Benefits Agency Customer