Watch and Learn: Patra’s Expert Insurance Insights in Motion


Explore 20 years of insurance expertise through dynamic video showcases. See firsthand how Patra’s AI-powered workflows, virtual staffing solutions, intelligent contact centers, and more eliminate backlogs, accelerate growth, and redefine what’s possible for distributors.

Recent videos


The Patra Perspective: Strategic Program Management for Enterprise Success

Efficient agency management for seamless integration

Streamlining processes for enterprise growth through strategic management

 See Patra’s Perspective!
The Patra Perspective: Outsourcing Excellence in the MGA and Wholesale Space

Insurance outsourcing for MGAs and Wholesalers

Enhance profitability and service with tailored insurance outsourcing from Patra

 See Patra’s Perspective!
Insurance ai solutions provided by Patra AI

Patra provides insurance ai solutions with Patra AI

Transform policy checking, data extraction, and quote comparisons with Patra AI

 Discover Patra AI
Image of Tony Li discussing Patra's proven method to training accurate AI Models

Patra's Proven Methodology: Training Accurate AI Models

Discover how Patra leverages proven AI models to deliver unmatched data accuracy

 AI Powers Innovation

Explore more

Access full library of videos
Patra Service Explainer, Policy Issuance

Patra Service Explainer:
Policy issuance

Our clients find comfort in the fact that Patra can manage their policies regardless of their unique complexities

 View More On This!
Patra Service Explainer, Submissions & Clearance

Patra Service Explainer:
Submissions & clearance

Patra’s submissions and clearance services operates within your organization’s parameters

 View It Now!
Patra Service Explainer, Insurance Printing and Mailing

Patra Service Explainer:
Printing and mailing

Patra eliminates your need for any service team facilitation with our virtual printing and mailing solution

 Watch The Video!
Patra Service Explainer, Certificate Processing

Patra Service Explainer:
Certificate Processing

Patra’s certificate processing service provides insurance organizations with an expert team

 View Now!
The Patra Perspective, Transforming the Insurance Industry - John Simpson

John Simpson Discusses Patra's Tech-Enabled Services

Our services provide insurance agencies, MGAs, MGUs, wholesalers and carriers with a long-term, scalable solution

 View The Conversation
Patra Service Explainer, Policy Checking

Patra Service Explainer:
Policy Checking

We can even help you clear backlogs, allowing your staff to focus on more pressing and profitable tasks

 View This Video!
Growing to $30B, A Discussion with Amwins

Amwins: Growing to $30B with operational excellence

Join Amwins' webinar on growth, culture, outsourcing, and strategy, plus insights from Patra on insurance solutions

 Join the Strategy Chat!
Patra’s Outsourcing Services Ease Open Enrollment Hurdles

Patra clears open-enrollment hurdles

Is the thought of open enrollment approaching overwhelming?

 See More On This
Challenges facing MGAs and MGUs today

Top MGA challenges in today's industry

Patra's panel covered MGA challenges, market trends, COVID-19 impacts, and strategies for transparency

 Join the MGA Discussion!
Conquering operational inefficiencies with Patra OnDemand

Tackling operational inefficiencies with BPO solutions

Conquering operational inefficiencies in the insurance industry with Patra OnDemand for employee benefits

 Optimize With Patra!