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IN THE NEWS: Patra Named Top 10 Most Valuable Tech Companies

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WEBINAR: The Benefits of Outsourcing Your Policy Checking

Resource Library/Data Sheets/Insurance Processing for Agencies of All Sizes

Insurance Processing for Agencies of All Sizes


A simple, flexible solution to maximize your organization's profitability.

Patra Assist is uniquely developed for insurance retail brokers to improve service delivery and reduce operating costs. Our scalable solution is designed to grow with your P&C business - arming your service team with dedicated customer service representatives (CSRs) that streamline insurance processes and transactional functions to reduce staff strain and elevate the customer experience.