Patra resource hub: Insurance innovation and expertise


Navigate the future of insurance with Patra's comprehensive resource collection. Access expert insights on AI-powered workflows, virtual staffing, and operational excellence through blogs, case studies, datasheets, events, news, press releases, videos, and webinars—all designed to eliminate backlogs, accelerate growth, and transform your insurance operations.

Featured resources

Explore featured content highlighting current insurance outsourcing trends.
Patra AI wins ISG Award for Software Innovation Excellence

Patra AI wins isg award for software innovation

Patra AI recognized by ISG for insurance software innovation and BPO excellence

 Read The Announcement
mastering and developing ai capabilities

AI is changing insurance distribution operations

Transforming operations with enhanced risk assessment, customer service, and underwriting

 Discover AI's Impact
Patra showcased AI solutions at NetVU Accelerate 2025

Real AI: Patra's solutions shine at Accelerate 2025

Skip the AI hype and see how Patra's insurance software delivered results at NetVU

 Get Your Free AI Trial!
businessman finger on capabilities of ai

AI insurance transforms operations for distributors

Transforming operations with enhanced risk assessment, customer service, and underwriting

 Transform Operations


Access our entire resource catalog

Discover articles, blogs, videos, datasheets, and more to help you find the right insurance outsourcing solutions.
Group of people reviewing documents

How virtual assistants transform insurance

Explore how insurance virtual assistants reduce costs and boost efficiency

 Get Started Today
NetVU Real AI adoption data from insurance agencies

Real AI adoption data from insurance agencies

50% of agencies use AI, 52% say policy checking is their biggest backlog

 See The Polling Results
Patra AI wins ISG Award for Software Innovation Excellence

Patra AI wins isg award for software innovation

Patra AI recognized by ISG for insurance software innovation and BPO excellence

 Read The Announcement
business colleagues greeting each other

10 retention strategies P&C insurance agencies need

Proven mentorship, professional development & talent strategy tips for all agencies

 Get Retention Strategies
Transforming Operations with AI-Powered Insurance Software

Driving efficiency with insurance software

Insurance software, AI & automation boost efficiency and margins

 Learn AI Best Practices
The Patra perspective, case builds for benefits management

Case building & employee benefits services that deliver

Expert employee benefits services to save time and ensure accuracy. Outsource with a leader.

 See Our Perspective
Patra Pro Talk, What 95% Failure Rates Teach Us About AI

Generative AI for insurance: Overcoming failure rates

Expert insights on Generative AI pilot projects and automation in P&C insurance

 Learn AI Best Practices
colleagues meeting and reviewing data

P&C insurance talent crisis: 4 game-changing solutions

P&C insurance agencies share proven recruitment and retainment methods that worked

 Get Talent Strategies
Patra Pro Talk AI Is Driving Insurance Industry Trends

AI for insurance agents: Enhancing your P&C operations

Learn how AI transforms insurance operations, from underwriting to client service

 Watch AI Insurance Talk
marketplace integration online business concept

Patra OnDemand services join mShift marketplace

Patra and mShift partner to deliver OnDemand services in one platform

 Patra OnDemand in mShift
Patra’s AI processing insights on 'The SIP' podcast

The power of AI processing in insurance

AI processing is streamlining insurance, simplifying policy checks, and quote comparisons

 Watch Now!
Small account management - grow your small business concept with technology support

Expert accounts management for profitable agency growth

Change small accounts into growth drivers with professional portfolio optimization

 Scale Your Agency Now
building partner networks

Patra partners with ACT to support independent agencies

Strategic partnership brings AI solutions to P&C independent insurance agencies

 Read Partnership News
consulting with a virtual assistant at work

Stop these 5 pain points from devastating your agency

Virtual assistants solve the biggest insurance operations challenges agencies face

 Renovate your operations
Patra Print Shop

How Patra reinvented insurance print and mail services

20 years of print and mail excellence.15M+ documents processed with zero risk trial

 Discover the Solution
enveloping machine at the lettershop

Stop the $50K printing drain on your insurance agency

Administrative burden costs agencies $50K+ yearly. Free your insurance professionals

 Read the Full Story
Business woman at work stressing over her work

Stop losing money to inefficient insurance processing

Improve your operations in 30 days and eliminate bottlenecks that drain profits

 Improve Your Operations
Patra Webinars, Cut the hype, real AI solutions for insurance today

Cut the hype: Real AI solutions for insurance today

Actionable AI-powered solutions insurance distributors can implement immediately

 Watch AI Solutions Demo
Patra Webinars, Employee Benefits

Enhance employee benefits with lifecycle management

Streamline employee benefits with expert lifecycle management strategies for success

 Watch Today
concept image for insurance ai regulatory laws

Insurance AI advances and regulatory challenges

Discover why human expertise remains vital for complex insurance cases vs. artificial intelligence

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