The Patra Resource Library


Your go-to source for Patra’s latest digital content, thought leadership, outsourcing best practices, and industry trends.

Featured resources

Explore featured content highlighting current insurance outsourcing trends.
MGAs & MGUs: Underwriting in the New Dark Data Era

MGAs & MGUs: Underwriting in The New Era of Dark Data

New regulatory trends & data constraints push MGAs/MGUs to adapt business models with AI.
See Why
Insurance ai solutions provided by Patra AI

Patra provides insurance ai solutions with Patra AI

Transform policy checking, data extraction, and quote comparisons with Patra AI
Discover Patra AI
2025 Tornado Season: Are Retail Agencies Prepared?

2025 Tornado Season: Are Retail Agencies Prepared?

Here’s how AI-powered policy checking innovation can help retail agencies this tornado season.
Find Out

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Discover articles, blogs, videos, datasheets, and more to help you find the right insurance outsourcing solutions.

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Working from Home: The New Normal

Not that long ago, the possibility of employees to working from home sounded like a far-fetched idea

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The Real Cost of Recruiting & Hiring Insurance Professionals

On top of turnover, insurance faces a unique challenge in that the workforce is rapidly greying

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How to Boost Your Insurance Agency’s Customer Experience

An elevated customer experience means ensuring customers’ needs are met before there’s a problem

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digital payment processing website

Patra Enters Digital Payments Market

Patra Enters Digital Payments Market, Announces First Customer

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Picture of the Las Vegas strip

Patra Will be at InsureTech Connect in Las Vegas on Sept. 23

In just a few short days, Patra will attend InsureTech Connect — the world’s largest insurtech event

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Patra Prepares Two InsurTech Products For Market Launch

After successful initial rollout, company targeting Q1 2020 for full market availability

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Finding More Time with Small Account Insurance Outsourcing

Finding More Time for Service with Small Account Insurance Outsourcing

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Sacramento Business Journal Extols Fastest-Growing Companies

Patra is ranked 25 among companies in local California counties

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Patra top workplace 2019

Insurance Business America 2019 Top Insurance Workplaces

Insurance Business America Releases its 2019 Top Insurance Workplaces Report

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Inc 5000

Inc. Magazine 2019 Fastest-Growing Private Companies

Inc. Magazine Unveils Its 2019 List of America’s Fastest-Growing Private Companies - the Inc. 5000

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Patra top workplace 2019

Patra Named One of the Top Insurance Workplaces 2019

Patra Named One of the Top Insurance Workplaces in 2019

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Patra Continues Strong and Sustained Growth

Patra's investments in global operations centers and technology lead strong and sustained growth.

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Patra & Marshberry logos

Patra and MarshBerry Announce Joint Marketing Alliance

Strategic Partnership Enables Exclusive Preferred Pricing For MarshBerry Connect Brokers

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Tony Li

Patra Announces New Chief Technology Officer

Patra has hired Tony Li as its Chief Technology Officer (CTO) to lead its technology development initiatives

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Patra Expands Patra Academy and Partners with MSEP

Patra Expands Patra Academy and Partners with MSEP

Training Initiatives and National Collaboration Provide an Innovative Approach to Talent Recruiting

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Patra Select Addresses Small Account Challenges

Patra Select is a collection of services Patra offers to make small account management efficient

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Patra Proud charity golf event

Patra Proud Charity Golf Event Raises Over $30,000

The charity event's earnings to directly benefit military families, providing financial aid and support

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Teamwork in a great environment

Patra Featured as Top Insurance Workplace For 2018

Patra Featured on Insurance Business America's Prestigious ‘Top Insurance Workplaces’ 2018 Report

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Inc 5000 list for 2018

Patra on 2018 Inc. 5000 of Fastest-Growing Private Companies

Patra Recognized on the 2018 Inc. 5000 List of America’s Fastest-Growing Private Companies for the Second Time

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Patra In Action – Certificate Issuance

Patra’s flexible OnDemand solutions can scale to efficiently support certificate issuance

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