Patra Resource Hub: Insurance Innovation and Expertise


Navigate the future of insurance with Patra's comprehensive resource collection. Access expert insights on AI-powered workflows, virtual staffing, and operational excellence through blogs, case studies, datasheets, events, news, press releases, videos, and webinars—all designed to eliminate backlogs, accelerate growth, and transform your insurance operations.

Featured resources

Explore featured content highlighting current insurance outsourcing trends.
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AI is changing insurance distribution operations

Transforming operations with enhanced risk assessment, customer service, and underwriting

 Discover AI's Impact
Patra showcased AI solutions at NetVU Accelerate 2025

Real AI: Patra's Solutions Shine at Accelerate 2025

Skip the AI hype and see how Patra's insurance software delivered results at NetVU

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AI insurance transforms operations for distributors

Transforming operations with enhanced risk assessment, customer service, and underwriting

 Transform Operations
The Patra Perspective: Strategic Program Management for Enterprise Success

Efficient agency management for seamless integration

Streamlining processes for enterprise growth through strategic management

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Access our entire resource catalog

Discover articles, blogs, videos, datasheets, and more to help you find the right insurance outsourcing solutions.
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Insurance Data Lakes Excel with Policy Data Extract AI

Policy Data Extract AI unlocks the value of unstructured insurance policy data

 See How
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5 AI Opportunities for Retail Agencies in 2025

Retail insurance agencies have 5 top AI opportunities in 2025.

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Patra: 2024 Insurance CIO Outlook Company of the Year

Patra named 2024 technology-enabled outsourcing company of the year by Insurance CIO Outlook magazine.

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Patra releases new AI-powered suite for insurance

New Patra AI service suite will increase insurance organizations' revenue, growth, and profitability.

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Patra Virtual Assistant Overview

Patra Virtual Assistants allow you to focus on growing your business

 Read This Overview
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Solutions that support and propel specialty groups

Patra’s technology-enabled services allow MGAs, wholesalers and carriers to capture profitable growth

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Small Business Management Solution Overview

Retain & grow your small books of business with Patra's solution

 See This Overview
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Employee Benefits Solutions Overview

Solutions that support and propel employee benefits processing

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Property and Casualty Solutions Overview

Patra's Property and Casualty (P&C) services provide a comprehensive policy administration solution

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Solutions that support and propel retail distributors

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

 More About Patra
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Patra: Supercharging insurance organizations with AI

Patra, supercharging insurance organizations with technology-enabled insurance outsourcing

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When is the right time for outsourcing?

In today’s fast-paced insurance landscape, brokers face constant pressure to improve, optimize, and grow,

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The Patra Perspective, Strengthening Insurance Operational Efficiency - Will Dogan

The Patra Perspective:
Patra's approach to AI

Discover how Patra is revolutionizing the insurance industry by tech-enabled services

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The Patra Methodology: A new approach to staffing

The Patra Methodology:
A new approach to staffing

Discover how Patra Select is revolutionizing small business staffing with a customized approach

 Watch it Now!
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Wrap up insurance admin firm helps brokers win billions

"We needed a partner with an environment and structure we could trust."

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How to Succeed with AI: 4 Tips for Insurance leaders

Despite surging AI adoption, nearly 80% of AI projects are projected to fail.

See How
The Patra Perspective, Why Should Agencies Partner With Patra - Sharon Kern

The Patra Perspective:
Why partner with Patra

Discover how Patra can enhance your agency's efficiency, productivity, and customer retention

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The Patra Perspective, Unlocking Efficiency - Brett Cleveringa

The Patra Perspective:
Policy checking with AI

Discover how Patra's policy checking solution revolutionizes the insurance industry

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Patra Press Release

Eliah Kahn to lead Patra Advisory Services

Eliah Kahn to lead advisory services to transform Patra clients' operating models

 Patra's New Addition
Specialty Insurance Wholesaler Maximizes M&A Value

Specialty Insurance Wholesaler Maximizes M&A Value

Finance executives accelerate integration of critical accounting processes.

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