Proven Impact: How Patra Powers Insurance Transformation


See how insurance distributors and carriers turn challenges into growth engines with Patra’s solutions. Dive into case studies showcasing AI-driven backlogs elimination, employee benefits scalability, and policy lifecycle mastery—proven strategies that accelerate efficiency, client retention, and competitive edge.

Featured case studies


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How A General Health Insurance Agency Grew Market Share

"We've increased new clients 25% per account manager without adding new staff."

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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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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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Atlas General & Patra Partnership

Early on, Atlas identified the potential for both over-staffing and under-staffing as key concerns

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Client Success Story, USI Insurance

Since 2007, USI and Patra have partnered to develop strategies that drive efficiency, lower costs and reduce errors

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Clearcover Auto Insurance

Client Success Story, Clearcover

As Clearcover transitions to offering insurance coverage in all 50 states, they recognized the need for a partner

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Client Success Story, AssuredPartners

Streamlined eligibility processing enabled better focus on strategic tasks and client relationships

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Sidle Insurance & Risk Management Doubles Down on Virtual Assistants

Sidle Insurance Doubles Down on Virtual Assistants

"Our policyholder retention improved, and new business numbers improved as well."

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