Patra Solutions Design: Data-Driven Tools at Your Fingertips


Unlock granular insights into Patra’s AI-powered workflows, virtual staffing frameworks, employee benefits solutions, and more. These datasheets arm you with technical depth, compliance safeguards, and scalability strategies to eliminate backlogs, optimize policy lifecycles, and drive measurable ROI—all backed by 20 years of expertise.

Featured datasheets


Quote Compare AI

Quote Compare AI

Compare Insurance Quotes with Patra's Quote Compare AI

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Policy Data Extract AI

Document Data Extraction Overview

Use AI-powered automation to complete data extract processes

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Patra Policy Checking AI Datasheet Overview

Policy Checking AI

The new industry-leading policy checking solution ensuring the accuracy and quality of bound policies

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Patra's New Benefits Technology

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

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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

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Patra Virtual Assistant Datasheet Overview

Patra Virtual Assistant Overview

Patra Virtual Assistants allow you to focus on growing your business

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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

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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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Patra Agency Advantage

Patra Agency Advantage

OnDemand insurance processing and tech-enabled solutions that drive profitability and new customer acquisition

 The Agency Advantage
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Patra Assist for Employee Benefits

Customized, Flexible Solutions to Elevate the Customer Experience.

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Patra Datasheet Corporate Overview For Retail Groups

Technology-enabled insurance outsourcing

Patra’s technology-enabled services enable growth and organizational value for the insurance industry

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Insurance Processing For Employee Benefits

OnDemand, end-to-end insurance processing services to ensure maximum efficiency throughout the year

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Insurance Printing and Mailing for Employee Benefits

Full-Service Print and Mail Solutions Designed for Employee Benefits Retail Agencies

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Insurance Printing and Mailing for P&C Brokers

Full-Service Print and Mail Solutions Designed for P&C Retail Brokers

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Process Feature: Data Management

Clean and accurate data is essential to making sound business decisions & customer relations

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Person using tablet

Process Feature: Document Retrieval, Indexing, and Issuance

Patra can efficiently retrieve, index and issue critical policy related documents for you.

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Man working with data presented on a transparent tablet

Process Feature, Document Retrieval for Property & Casualty

Patra’s insurance processes are designed to easily adapt to manage various types of policy documents

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Insurance Processing Services for Employee Benefits

Patra’s full suite of document retrieval and issuance processes improve your agency’s operational efficiency

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