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Acquisition & Customer Experience

Omni-channel communication tools to enhance and improve customer experience.

100% of our agents work from home.

Patra Direct provides a flexible, end-to-end solution that deploys omni-channel communication tools to your existing management systems, supporting every part of the customer experience. Inbound or outbound, Patra Direct supports your customer contact centers with voice, chat, text, email, and white mail to deliver your brand experience. Our knowledge of direct-to-consumer insurance marketing and strategy allows us to support new products, customer initiatives and special projects. Patra Direct provides highly educated, experienced insurance staff within a comprehensive metric reporting environment.

Contact Center Expertise

Patra Direct provides insurance organizations a powerful and flexible option to address every part of the customer life cycle, from first contact to claims and renewals. Patra's omni-channel communications technology means that, inbound or outbound, every customer will receive the same level of service.


While at the heart of a customer's insurance experience, managing a contact center comes with its own set of challenges: staffing, technology and turnover all affect performance. When performance wanes, whether the contact center is internal or external, it's difficult to make a change. Patra's model makes it easy to start small, with as few as two or as many as 200 seats. No other provider matches that scalability.

It's About the People

It's harder than ever to find the right people to represent your brand and your products. Patra Direct takes advantage of Patra's national network of insurance professionals. With more than 200 licensed agents representing all fifty states, Patra can respond to nearly any need. With more than a decade of managing remote and satellite staff, Patra's turnover is well below the industry average.

Raising the Bar For Our Partners in the Insurance Industry

Direct Writer Customers
Premium Managed
Policies Managed
Corporately Licensed States
Customer Contacts Handled Each Year
Licensed Agents On Staff

Don’t just take our word for it.

Our customers are experiencing the power of Patra.

Patra has been a great partner. Their flexibility during periods of rapid change has been a huge asset to our Customer Advocate Team. We look forward to both companies growing together!
Matt Christopher | Director of Claims

Want to Know More?

Patra Direct provides easy solutions to implement new contact centers, transition from existing centers or test new initiatives.

  • Policy acquisition & premium generation
  • Multi-level customer service
  • Policy owner retention
  • Cross-sell & up-sell
  • Endorsement processing and distribution
  • Lead qualification
  • Payment processing for new, renewal and endorsement premiums
  • Customized payment portal development
  • Tele-underwriting
  • First notice of loss
  • Claim data input
  • File management
  • Chat/chatbots
  • Email
  • Click to call
  • Social media monitoring
  • Digitization at the source
  • Website analytics
  • Upgrade at issue
  • Cross-sell & up-sell
  • Customer service
  • Endorsement processing and distribution
  • Policy owner retention
  • Lead qualification
  • Premium processing
  • Claims support

Commercial lines:

  • Commercial package/BOP
  • General liability
  • Workers’ compensation
  • Commercial property
  • Commercial auto
  • E&O
  • D&O
  • EPL
  • Excess/umbrella
  • Cyber liability
  • Surety

Personal lines:

  • Auto
  • Homeowners
  • Motorcycle
  • Renters
  • Umbrella
  • RV
  • Marine

Let us show you how Patra Direct can make a difference.