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Rising to the Challenge

Tailored insurance solutions from a powerful, global team.

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Our Approach


Dedicated to service, fueled by innovation.

Everything we do, we do to empower you to focus on what you do best—bring value to customers, manage risk and provide peace of mind to policyholders. Whether it’s outsourcing specific services and accounts, working with one of our expert call centers, or implementing a new technology platform, you can trust that every member of our award-winning Patra global team works with the same goals in mind.

We believe insurance is a people-first business that works best when powered by technology. Since our inception, we’ve approached business challenges with an innovation mindset—whether it’s creating our own applications with in-house developers or optimizing off-the-shelf InsurTech. We leverage InsurTech in a way that lets insurance businesses remain profitable and people-focused.

Services

Insurance Processing

Help your business work smarter with improved efficiency and productivity with back-office support from Patra’s insurance processing experts

Small Account Solutions

Help your team focus on key accounts by outsourcing your book of small accounts with a guaranteed return on commission and no disruption in service.

Acquisition & Customer Experience

Offer your prospects and customers seamless omni-channel communication to grow your business and retain your most valuable customers.

Insurance Technology

We’re always looking to the future to help you accelerate your business with the latest in InsurTech innovations.

Insurance Printing & Mailing

Take the hassle out of print correspondence with state-of-the-art printing processes and centralized two-way mail management.

Customized Solutions

Whether you need support for claims services, certificates, processing, billing, or additional experts in your corner, we can customize any solution to meet your business needs.

Don’t just take our word for it.


Many customers are experiencing the power of Patra.

By engaging with Patra OnDemand we now have clean and accurate workflow, job aid, and process documentation, we have a three-week reduction in backlog, over 50% reduction in processing time, and improved overall accuracy. Patra now handles approximately 90% of our processing load, allowing us to focus more time on selling and servicing our clients.
HUB International
Bradley J. Botts, MPM, PMP | Senior Vice President, Projects & Technology
Patra designed a workflow plan specific to our needs. Our average task processing time has decreased by 33%, our annual expenses related to outsourced activities have decreased roughly 55%, and Patra has helped us realize over $2.2M in aggregate expense savings to date. Our enhanced profitability has subsequently allowed us to accelerate reinvestment capital back into our aggressive growth initiatives.
Atlas General Insurance Services
Atlas General Insurance Services
During our partnership with Patra we have increased our certificate issuance by 25% and the volume of direct bill transactions by 29%, all while Patra maintains accuracy rates of 99%+. Simultaneously, as expense reductions are realized year to year, we not only create future investment capital but also enhance the overall value of Bolton & Company.
Bolton & Company
Steve Brockmeyer, ARM, CIC | President & CEO
As a small company, itu2019s paramount to maximize efficiency without any sacrifice of expertise, execution or excellent service. Patrau2019s attention to detail and accuracy has supported our ability to exponentially grow our customer and revenue base. We look forward to partnering with them for years to come.
Tangram Insurance Services
Jaimee Patane | Manager, Underwriting Operations
Since engaging with Patra, we have seen dramatic improvement in our efficiencies and processes and at a much lower cost. We experience growth numbers of over 30% each year, and are saving roughly 40% on our processing activities by using Patra. Patra has played a large role in helping our company get to where we are today, and they will continue to play a large role in our future growth.
INSURETrust
Zane Goldthorp | CIOO
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Patra In Action

When we work together with our customers, communities and employees, we all thrive.

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