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.
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Transform Your MGA and MGU Program Business Operations

Patra AI improves MGA and MGU operations and delegated authority compliance checking
Power-up your efforts
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Workstream Flexibility with the Patra AI Platform

The enhanced Patra AI Platform offers workstream flexibility with improved services
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Businessman leveraging the power of technology

Transform Your Insurance Wholesaler Operations

Patra AI improves insurance wholesalers comparison times and boosts efficiency.
Grow your operations

Access our entire resource catalog

Discover articles, blogs, videos, datasheets, and more to help you find the right insurance outsourcing solutions.

Abstract image of a female team leader presenting an AI platform

Transform Your MGA and MGU Program Business Operations

Patra AI improves MGA and MGU operations and delegated authority compliance checking

Power-up your efforts
abstract single hand with a computer pen developing with AI technology

Workstream Flexibility with the Patra AI Platform

The enhanced Patra AI Platform offers workstream flexibility with improved services

Read More
Businessman leveraging the power of technology

Transform Your Insurance Wholesaler Operations

Patra AI improves insurance wholesalers comparison times and boosts efficiency.

Grow your operations
Businessman reviewing AI in Insurance integration

Master AI in Insurance: Transform Your Agency Operation

Leverage AI to reduce policy checking time and increase close rates with Patra AI.

Transform with Patra AI
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Patra's Dedicated Small Accounts Management Team

Our small accounts management solution, Patra Select, equips you with a dedicated management team.

Review The Details Here
How To Modernize Employee Benefits Management Through BPO

Modernizing Employee Benefits Management Through BPO

Transform employee benefits management with modernized case builds and renewals.

Discover How
E&S Insurance Trends: High Risk, Higher Expectations

E&S Insurance Trends: High Risk, Higher Expectations

Insurance trends reveal skyrocketing E&S insurance line policy volumes - here's how AI fits in.

See How it Works
MGAs & MGUs: Underwriting in the New Dark Data Era

MGAs & MGUs: Underwriting in The New Era of Dark Data

New regulatory trends & data constraints push MGAs/MGUs to adapt business models with AI.

See Why
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
2025 Tornado Season: Are Retail Agencies Prepared?

2025 Tornado Season: Are Retail Agencies Prepared?

Here’s how AI-powered policy checking innovation can help retail agencies this tornado season.

Find Out
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
What’s Behind the Excess & Surplus Line Growth Surge?

What’s Behind the Excess & Surplus Line Growth Surge?

How AI innovation is helping excess & surplus lines outpace standard carriers.

Find Out More
Illustration of human and robotic hands working together

The AI-Enabled Insurance Broker

Incorporating automation into brokerage operations can enhance service excellence and efficiency

Read All About It
Human and Robotic Hand Making Contact

AI Takes Insurance BPO to the Next Level

Organizations successfully combine AI's processing power with experienced professionals' judgment

Read More Here
MGAs & MGUs: No Talent, No Time & Too Many Tools?

MGAs & MGUs: No Talent, No Time & Too Many Tools

Can Artificial Intelligence help MGAs & MGUs overcome long-standing hurdles in 2025?

Find Out
NetVU Interviews Patra's Will Dogan

Q&A with SVP of Product & Service Line Mgmt, Will Dogan

NetVU Members Modernizing Their Journey with Technology that Delivers - Interview with Patra's Will Dogan

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Patra Launches New Technology Services for Employee Benefits

Patra Launches New Technology Employee Benefits Service

Innovative benefit technology services for end-to-end employee benefits management.

Continue Reading
Policy Data Extract AI

Extract Data With Policy Data Extract AI

Change unstructured commercial policy documents into actionable intelligence with 99% accuracy

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Quote Compare AI

Compare insurance quotes with Quote Compare AI

Automatically compare complex commercial insurance quotes to help you create presentations in minutes

There's More To See!
The True Cost of Managing Employee Benefits

The True Costs of Employee Benefit Management

It's a lot more than brokers, agencies and TPAs think.

Get the Numbers