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

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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

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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

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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

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The Patra Perspective, Strengthening Insurance Operational Efficiency - Will Dogan

The Patra Perspective:
Patra's approach to AI

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

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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

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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

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The Patra Perspective, Unlocking Efficiency - Brett Cleveringa

The Patra Perspective:
Policy checking with AI

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

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Patra Video: Technology of Today

Transformative insurance technology

Cutting-edge insurance technology to bolster agility, reduce spend, and maximize value.

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The Patra Advantage, Technology & Automation

The Patra Advantage:
Technology & Automation

Technology & automation for today's insurance ecosystem

 Why it Matters
The Patra Advantage, Client Centric Delivery Model

The Patra Advantage:
Client-centric Delivery

Discover how Patra's client-centric delivery models enable insurance organizations to succeed.

 Why it Matters
The Patra Advantage, Risk Mitigation

The Patra Advantage:
Risk Mitigation

How Patra prioritizes data security and confidentiality

 Why it Matters
The Patra Advantage, Operational Methodology

The Patra Advantage:
Operational Methodology

Patra's proven operational methodology helps insurance organizations unlock productivity

 Why it Matters
The Patra Advantage, Global Culture

The Patra Advantage:
Global Culture & People

Learn how a global culture powered by 6,500+ employees is moving insurance industry forward.

 Why it Matters
Patra's Policy Checking AI - Self-Service

PCAI Self-Service review

Introducing Policy Checking AI - The revolutionary Self-Service solution

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The Patra Perspective, AI in the Insurance Industry

The Patra Perspective:
AI in the insurance industry

Will AI improve productivity and lower costs for insurance leaders?

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Patra Service Spotlight, Patra Assist - Lacey Cenac

Patra Service Spotlight:
Patra Assist

Patra Assist's virtual assistants help insurance organizations short on time and talent.

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Patra Service Spotlight, Patra Direct - Jeanine Weber

Patra Service Spotlight:
Patra Direct

Bolster your brand's experience with one of Patra's 200 licensed insurance agents.

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Patra Service Spotlight, Patra Document - Paul Misso

Patra Service Spotlight:
Patra Document

Patra Document provides full-service print, mail, and document processing for insurance organizations

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The Patra Methodology, Implementation Experience - Jacqueline Eldredge

The Patra Methodology:
Implementation Experience

Discover how Patra delivers best-in-class implementation experiences for new insurance clients.

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Patra Service Spotlight, Patra OnDemand - Trish Rosenstangel

Patra Service Spotlight:
Patra OnDemand

Patra OnDemand is a simple, flexible solution to maximize your organization's profitability.

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Patra Service Spotlight, Patra Select - Breanna Lobdell

Patra Service Spotlight:
Patra Select

Patra Select helps insurance organizations unlock more value from small books of business.

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