CIWA Summer Forum 2025

Patra sponsored and attended the CIWA Summer Forum 2025 in Monterey Bay on July 20-23.

Details for this event

Location Details:

Monterey Plaza Hotel & Spa
400 Cannery Row
Monterey, CA 93940
Phone: (800) 334-3999
Go to This Venue's Website

Event Schedule:

Event Start: July 20, 2025
Event Completion: July 23, 2025
Go to Event Website

Patra joined insurance professionals at the CIWA Summer Forum 2025 on July 20- 23 in Monterey, CA. Dedicated to the wholesale insurance market in California, the event featured engaging education sessions, legislative updates, and networking opportunities with CIWA members, industry experts, and insurance leaders.

As a California Insurance Wholesalers Association Supporting Member, Patra will showcase how our services utilize sophisticated automation and advanced security protocols to help increase policyholder satisfaction and reduce operational risk. Patra works with hundreds of wholesalers, carriers and program specialists to develop a cohesive tech-enabled strategy, leveraging innovative technology, analytics and processing executives to modernize policy distribution and streamline insurance operations.

To learn how Patra’s solutions can help you be more productive and efficient in serving the needs of insurance customers, reach out to set up a meeting with one of our experts.

About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.