The Patra Resource Library

Your go-to source for Patra’s latest digital content, thought leadership, outsourcing best practices, and industry trends.

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Explore featured content highlighting current insurance outsourcing trends.

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

Insurance Data Lakes Excel with Policy Data Extract AI

Insurance Data Lakes Excel with Policy Data Extract AI

Policy Data Extract AI unlocks the value of unstructured insurance policy data.

See How
Thumbnail Image 5 AI Opportunities for Retail Insurance Agencies in 2025

5 AI Opportunities for Retail Agencies in 2025

Retail insurance agencies have 5 top AI opportunities in 2025.

See the List
2024 Company Thumbnail

Patra: 2024 Insurance CIO Outlook Company of the Year

Patra named 2024 technology-enabled outsourcing company of the year by Insurance CIO Outlook magazine.

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Patra AI Press Release Thumbnail Image

Patra Releases New AI-Powered Suite for Insurance

New Patra AI service suite will increase insurance organizations' revenue, growth, and profitability.

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Patra Datasheet Corporate Overview For Specialty Groups

Technology-enabled insurance outsourcing

Patra’s technology-enabled services allow MGAs, wholesalers and carriers to capture profitable growth

Find Out On This
Patra Virtual Assistant Datasheet Overview

Patra Virtual Assistant Overview

Patra Virtual Assistants allow you to focus on growing your business

Read This Overview
Solutions that support and propel employee benefits processing

Employee Benefits Solutions Overview

Solutions that support and propel employee benefits processing

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Property and Casualty Solutions Datasheet Overview

Property and Casualty Solutions Overview

Patra's Property and Casualty (P&C) services provide a comprehensive policy administration solution

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Small Business Management Solution Datasheet Overview

Small Business Management Solution Overview

Retain & grow your small books of business with Patra's solution

See This Overview
John Simpson - In The News, CEO Views

Patra: Supercharging insurance organizations with AI

Patra, supercharging insurance organizations with technology-enabled insurance outsourcing

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Map of Canada with Thumbtack

When is the right time for outsourcing?

In today’s fast-paced insurance landscape, brokers face constant pressure to improve, optimize, and grow,

Read More On This!
The Patra Perspective, Strengthening Insurance Operations - Will Dogan

The Patra Perspective:
Strengthening insurance ops

Discover how Patra is revolutionizing the insurance industry by tech-enabled services

See Patra's Perspective!
The Patra Methodology: A new approach to staffing

The Patra Methodology:
A new approach to staffing

Discover how Patra Select is revolutionizing small business staffing with a customized approach

Watch it Now!
Construction Case Study Hero Image

Wrap Up Insurance Admin Firm Helps Brokers Win Billions

"We needed a partner with an environment and structure we could trust."

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Succeed with AI Blog Thumbnail 390x230

How to Succeed with AI: 4 Tips for Insurance leaders

Despite surging AI adoption, nearly 80% of AI projects are projected to fail.

See How
The Patra Perspective, Why Should Agencies Partner With Patra - Sharon Kern

The Patra Perspective:
Why partner with Patra

Discover how Patra can enhance your agency's efficiency, productivity, and customer retention

See Patra's Perspective!
The Patra Perspective, Unlocking Efficiency - Brett Cleveringa

The Patra Perspective:
Unlocking efficiency

Discover how Patra's policy checking solution revolutionizes the insurance industry

See Patra's Perspective!
Patra Corporation Press Release

Eliah Kahn to lead Patra Advisory Services

Eliah Kahn to lead advisory services to transform Patra clients' operating models

Patra's New Addition
Specialty Insurance Wholesaler Maximizes M&A Value

Specialty Insurance Wholesaler Maximizes M&A Value

Finance executives accelerate integration of critical accounting processes.

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The Great Outsourcing Debate

The Great Insurance Outsourcing Debate

Real risks or real rewards?

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