Take your agency's P&C business to the next level

We are one of the insurance industry’s leading Property and Casualty services providers, and can take your agency to the next level.

Patra’s services change the way P&C organizations do business.

Patra’s Property and Casualty (P&C) services deliver a true, start-to-finish solution for your policy administration functions. From document retrieval to certificate processing, each process combines into a unified workflow which improves operational efficiency, elevates the customer experience, and raises your bottom line.


Document Retrieval is just the start of our end-to-end P&C solution.

As Patra manages your document retrieval process, we index retrieved documents, name and file to your standard naming conventions, create workflows to your policy document processing procedures, and deliver flexible document issuance workflows allowing your agency to setup who, when, and how documents are issued and delivered.

Nobody checks policies like we do!

Patra’s powerful artificial intelligence (AI) and machine learning (ML) technology expedites the parsing lengthy policy documents to gain actionable insights and data. By automating aspects of the policy checking process, we make it faster and more accurate, a benefit to both you and your insureds.

Endorsement Processing that eliminates backlogs & bottlenecks.

With direct access to carrier website and your AMS, Patra begins retrieving critical policy information as soon as it becomes available and checking your endorsements for accuracy against your request to the carrier.

Data Entry services that improve efficiency and reduce E&O risk.

Certificate Processing services that allow you to focus on growth.

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Patra is here to help

Patra is here to help

Patra is available to all markets and uses our collective experience to streamline your business models!
Contact Us Today