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Insurance Solutions for Retail Brokers

Grow your business more efficiently & profitably.

Patra helps retail brokers 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.

As the insurance marketplace gets more competitive, brokers must be more innovative than ever. Patra’s retail broker services are applicable across P&C (for both Personal and Commercial lines) and employee benefits, letting your organization focus on key accounts and processes that set you apart from the competition.

Learn more about how Patra's service solutions increase retail broker value, profitability, service levels and more:

Insurance Processing

Discover the value of working with a dedicated team and paying for results, not down-time. Patra lets your staff work to the top of their job descriptions.

Small Account Solutions

Patra's small account managed services provide agency-branded small account solutions with options for aggressive growth and profitability while increasing agency accuracy.

Acquisition & Customer Experience

Patra's direct writer support and contact center management offers end-to-end, omni-channel technologies and skilled licensed professionals to support the entire life cycle of customer experience.

Insurance Technology

Manage and acquire customers faster and more efficiently than ever before with Patra's InsurTech solutions. Whether it’s technology to enhance an existing AMS or deliver certificates more securely, Patra can help.

Insurance Printing & Mailing

Patra's full-service, onshore printing, mailing and document processing capabilities reduce costs by automating mailing and fulfillment tasks that aren't core to an agency's expertise.

Our Approach, Your Results

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

Don’t just take our word for it.


Learn how agencies experience the Patra Advantage.

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
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
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