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

Access our entire resource catalog

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

The Patra Advantage, Technology & Automation

The Patra Advantage:
Technology & Automation

Technology & automation for today's insurance ecosystem

Why it Matters
The Patra Advantage, Client Centric Delivery Model

The Patra Advantage:
Client-centric Delivery

Discover how Patra's client-centric delivery models enable insurance organizations to succeed.

Why it Matters
The Patra Advantage, Risk Mitigation

The Patra Advantage:
Risk Mitigation

How Patra prioritizes data security and confidentiality

Why it Matters
The Patra Advantage, Operational Methodology

The Patra Advantage:
Operational Methodology

Patra's proven operational methodology helps insurance organizations unlock productivity

Why it Matters
The Patra Advantage, Global Culture

The Patra Advantage:
Global Culture & People

Learn how a global culture powered by 6,500+ employees is moving insurance industry forward.

Why it Matters
A digital dial moving from manual insurance processes to robotic process automation

Insurance Automation 101

It's time for insurance leaders to lean into automation.

Learn More
Scale balancing AI with human capabilities

How to Shape Your Insurance Organization's Future

Success in today's fast-paced world requires insurance leaders to focus on the present.

Read More
A human hand holding magnifying glass hovering over general health insurance agency logo

How A General Health Insurance Agency Grew Market Share

"We've increased new clients 25% per account manager without adding new staff."

See How
AI Technologies

LOBs and Enhancements to Policy Checking AI

Patra Continues to Lead the Way in AI-Driven Policy Checking for the P&C Insurance Industry

Read All About It
Man Smiling Working on Laptop

Patra presents Policy Checking AI self-service solution

Policy Checking AI, Solves a Key Pain Point for Insurance Agents & Brokers

Patra Presents PCAI
Patra's Policy Checking AI - Self-Service

PCAI software review

Introducing policy checking AI powered by Patra: The revolutionary self-service solution.

See It Now!
Technology Review

Protecting Yourself in the Evolving Insurance Industry

Emerging technologies are being used to improve efficiency, accuracy, and customer experience.

Read More on This!
Patra a recognized leader of insurance intermediary services

Patra recognized as a leader of intermediary services

Everest Group has recognized Patra as a leader in “Insurance Intermediaries Services PEAK Matrix® Assessment 2024”

Continue to Article
Person using tablet, close up on hand

Patra Unveils Enhanced Employee Benefit Outsourcing

Expanded solutions, inc Ben Admin services & flexible financial models to support the Employee Benefits lifecycle

Read More About This
The Patra Perspective, AI in the Insurance Industry

The Patra Perspective:
AI in the insurance industry

Will AI improve productivity and lower costs for insurance leaders?

See Patra's Perspective!
Laptop Code Compiler

The Power of Automation in Insurance

Insurance is constantly evolving; keeping up with the latest technologies is critical for success

Read This Blog
Patra Service Spotlight, Patra Assist - Lacey Cenac

Patra Service Spotlight:
Patra Assist

Patra Assist's virtual assistants help insurance organizations short on time and talent.

See More On This!
Patra Service Spotlight, Patra Direct - Jeanine Weber

Patra Service Spotlight:
Patra Direct

Bolster your brand's experience with one of Patra's 200 licensed insurance agents.

See More On This!
Patra Service Spotlight, Patra Document - Paul Misso

Patra Service Spotlight:
Patra Document

Patra Document provides full-service print, mail, and document processing for insurance organizations

See More On This!
The Patra Methodology, Implementation Experience - Jacqueline Eldredge

The Patra Methodology:
Implementation Experience

Discover how Patra delivers best-in-class implementation experiences for new insurance clients.

Watch it Now!