The Patra Resource Library


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

Featured resources

Explore featured content highlighting current insurance outsourcing trends.
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
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

Access our entire resource catalog

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

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
Abstract image of a business meeting

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

How 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

Read It Now!
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.

Read Press Release
Policy Data Extract AI

Extract Data With Policy Data Extract AI

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

View More Now!
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
Colleagues reviewing computer data

Patra's New Benefits Technology

Patra's Benefits Technology Solution comes with flexible financial models meeting insurance industry needs

More On This Here
Quote Compare AI Transforms Insurance Quote Comparisons

Quote Compare AI Transforms Insurance Quote Comparisons

New AI-powered tool helps insurance distributors elevate quote comparison processes

Read More
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Cutting Policy Processing Time by 50%

AI Transformation: How Agencies Are Cutting Policy Processing Time by 50%

See How