Strategic AI partnership enhances technology support for agents
Patra Corporation’s membership in the Big “I” Agents Council for Technology (ACT) marks a significant milestone in advancing AI solutions for independent agencies. This strategic alliance combines ACT’s mission to guide informed AI implementation with Patra’s two decades of specialized insurance industry expertise.
Launch From Original Source
Patra is the newest company to join the Big “I” Agents Council for Technology (ACT). Patra is a leading provider of insurance AI-powered software and technology-enabled outsourcing services.
“AI is an undeniable part of the future for the independent agency channel. One of ACT’s key priorities is to equip independent agents to make informed decisions about implementing AI for the benefit of their agencies and their customers while also managing the risks and noise in this fast-evolving landscape,” says Kasey Connors, ACT executive director. “As we gather industry stakeholders to equip the insurance distribution system with insights and resources, we’re excited to welcome Patra to our AI workgroup.”
Patra delivers cutting-edge AI-powered software solutions designed specifically for insurance organizations, with a particular focus on empowering independent agencies and brokerages. Through its Patra AI platform, Patra’s patent-pending AI programs modernize critical insurance processes, including policy checking and quote comparison. These intelligent automation tools optimize the entire policy lifecycle while modernizing agency operations, from streamlined document processing to enhanced customer service delivery.
“With over 20 years exclusively focused on the insurance industry, we understand the unique challenges independent agents face in today’s competitive marketplace,” says Will Dogan, senior vice president of product and service line management at Patra. “Our AI-powered solutions are specifically designed to give independent agents a technological edge—automating routine tasks, improving accuracy, and freeing up time to focus on client relationships and business growth. We’re excited to collaborate with ACT to help independent agents harness AI technology strategically and successfully.”
Learn more about Patra.
The Agents Council for Technology (ACT) is a program of the Independent Insurance Agents & Brokers of America (the Big “I”) that provides a forum for agents, carriers, vendors, and thought leaders to collaborate on industry technology issues. ACT supports agencies’ business goals by providing valuable industry insights, tools and a collective voice for the future of the independent agency channel.
Empowering independent agents through collaborative AI solutions
The collaboration addresses a critical need in today’s insurance landscape: helping independent agents and insurance agencies navigate AI adoption strategically rather than reactively. Through ACT’s AI workgroup, Patra will contribute insights from our patent-pending AI programs that streamline policy checking, quote comparison, and document processing.
This partnership enables us to reach more independent agents with practical automation tools that solve daily operational challenges while preserving the personal relationships that define successful insurance agencies. Together with ACT, we’re committed to ensuring independent agents have the technological resources needed to compete effectively while maintaining their client-focused advantage.
The insurance industry is experiencing rapid technological transformation, with independent agents facing pressure to adopt AI while managing limited resources and complex compliance requirements. Many insurance agencies struggle to identify which AI solutions deliver genuine value versus those that simply add complexity to their operations.
ACT’s collaborative approach provides independent agents with vetted insights from industry peers, carriers, and technology vendors. As part of this network, Patra gains direct access to feedback from thousands of independent insurance agents, ensuring our AI development remains focused on real-world applications rather than theoretical capabilities.
Our participation in ACT’s AI workgroup will facilitate knowledge sharing about implementation best practices, risk management strategies, and measurable ROI outcomes. This collaborative environment allows independent agencies to benefit from collective learning while Patra continues refining our patent-pending automation tools based on diverse agent experiences and evolving market demands.
About Patra
Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.