Acquisition & Customer Experience

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

Patra Direct

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.

Patra at a glance.

Patra is honored to be recognized for three years in a row as a "Top Insurance Workplace" by Insurance Business America and has been named to the Inc. 5000 of fastest-growing private companies in the US for the past five consecutive years.


Direct Writer Customers


Premium Managed


Policies Managed


Corporately Licensed States


Customer Contacts Handled Each Year


Licensed Agents

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.

Customer Contact Center

Patra provides insurance industry expertise with customer contact center support.

  • Policy acquisition & premium generation
  • Multi-level customer service
  • Policy owner retention
  • Cross-sell & up-sell
  • Endorsement processing and distribution
  • Lead qualification

Policy Owner Service

Patra can serve as an extension to an existing operation or build a stand-alone operation as required.

  • Payment processing for new, renewal and endorsement premiums
  • Customized payment portal development
  • Tele-underwriting

FNOL/Claims Support

Patra is equipped to manage all facets of the claims experience.

  • First notice of loss
  • Claim data input
  • File management


Patra is "system agnostic" and can deliver processing solutions either by utilizing existing customer systems or on our proprietary CRM platform.

  • Chat/chatbots
  • Email
  • Click to call
  • Social media monitoring
  • Digitization at the source
  • Website analytics

Workflow Capabilities

All Patra Direct services are provided by licensed agents holding the appropriate licensing and possessing the necessary insurance expertise and customer service knowledge.

  • Upgrade at issue
  • Cross-sell & up-sell
  • Customer service
  • Endorsement processing and distribution
  • Policy owner retention
  • Lead qualification
  • Premium processing
  • Claims support

Product Expertise

Patra has experience selling and servicing all lines of insurance products. Our carrier relationships allow our agents to provide the best product(s) to your customers.

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.