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Our insights

What’s trending in insurance operations

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Offering
Agentic AI for insurance workflows

Patra’s Insurance Intelligence Platform creates capacity at a scale unachievable before.

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Datasheet
Employee benefits virtual assistant

Insurance-trained assistants across the full EB lifecycle — year-round or seasonal.

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Press release
Patra granted US patent

US PTO grant validates Patra’s human-in-the-loop AI approach.

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Case study
Revenue load as a leading metric

What USI measured after moving processing work off the service team.

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In their words

Built for leaders focused on what sets them apart

“Revenue load is one of our leading metrics. We’ve seen that number rise as we free employees to spend time on more profitable tasks, including spending time with clients, cross-selling and up-selling products that fit the client’s needs.”

Stew Gibson
Sr. VP & CIO, USI Holdings Corporation

“Our relationship with Patra has allowed us to flexibly augment our team, in alignment with our ambitious company goals, all while ensuring that we meet the needs of our customers and employees.”

Heidi Craun
Head of Customer Experience, Clearcover

“Thanks to the support we receive from Patra, we have been able to eliminate redundant processes, increase our efficiencies, and sharpen our client service.”

Mike Morey
COO, Bolton & Company