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Insurance Solutions for Wholesale Brokers


Patra lets the insurance specialists focus.

Like Patra, wholesale insurance brokers leverage specialization and expertise. By ensuring that virtually every risk is placed with speed and efficiency, they're some of the heroes of insurance. Patra's wholesale broker clients find that process efficiency services let them focus on building stronger relationships with brokers and carriers and expanding their reach to new specialized and hard-to-place risks. Many of the same benefits that retail brokers and MGAs experience are shared by wholesale brokers- enhanced service levels, the ability to respond quicker and more effectively to submissions, and manageable workload for account staff.  Patra supports wholesale brokers, delivering quality, timely services that can help a firm differentiate itself in this challenging marketplace.

Wholesalers need to differentiate in this competitive market- closer relationships with carriers and brokers is the more effective way to stand out. With Patra as a provider of insurance processing and technology services, wholesalers can support broker teams and connect with the carriers and agents that rely on them.

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

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

Insurance Processing

Patra’s processing experts and consultants support the wholesale broker business at every level, from managing submissions and pre-binding, to placement and renewals. Patra solves real-world staff workload challenges with comprehensive solutions.

Customer Contact Solutions

Patra supports your carrier and broker relationships with contact centers featuring real-time, omni-channel communication support.

Insurance Technology

Patra’s policy management technologies digitize every component of a policy's life cycle. Patra can help you start from the ground up or turbo-charge 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.

Don’t just take our word for it.

Many customers are experiencing the power of Patra.

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
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.
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