Related Videos:
The Patra Perspective, AI in the Insurance Industry - Marcel Gagnon
AI in the insurance industry
The Patra Perspective, Unlocking Efficiency - Brett Cleveringa
Unlocking efficiency
The Patra Perspective, Why Should Agencies Partner With Patra - Sharon Kern
Why agencies partner with Patra
The Patra Perspective, Strengthening Insurance Operational Efficiency - Will Dogan
Revolutionizing the industry
The Patra Perspective, Tony Li discussing Patra's proven method to training accurate AI Models
Patra AI models, insurance evolved
The Patra Perspective, Outsourcing Excellence in the MGA and Wholesale Space
Specialty insurance outsourcing
The Patra Perspective, Strategic Program Management for Enterprise Success
Boosting enterprise efficiency

My name is Greg Morris, and I’m senior vice president of business development at Patra. So my responsibility and the responsibility of my team is the initial intake of net new clients and making sure that they’re set up for maximum success as they enter the Patra organization.

A couple observations we’ve had within the wholesale program administration and MGA space.

First and foremost, I think it’s a really good time to be in this business. As the world’s becoming more complex and more risky, we’re seeing more and more premium flowing into this space. So the importance and influence of organizations within this space has increased dramatically.

Secondarily, as it relates to technology, we’re now at a point where we’re seeing some demonstrable impact from some of these technology providers and InsurTech providers, which is fantastic news for the space, but there continues to be a lot of noise out there and a lot of information to sift through, especially as AI is advancing as rapidly as it has been.

The third thing I would say is acquisitions are no longer driving valuations to the same extent that they were in the past. The credit market’s tightened a little bit, so now a lot of organizations we work with are looking at operational sophistication to drive EBITDA and therefore business valuation. And so we’re seeing more board level conversations as it relates to operational strategy than we’ve ever seen in the past.

I think Patra is uniquely positioned to service the wholesale program administration and program space because we’ve been at this for twenty years. So, therefore, we have twenty years of industry specific experience and data to be able to serve the clients we work with in three specific ways.

First and foremost, outsourcing and doing outsourcing in a “roll up your sleeves,” kind of “get the job done really well,” flexible manner for the clients that we work with the backing of wholesale experience.

Number two, we have over a 125 engineers and data scientists working to understand the most common tasks within this space and the most impactful tasks and how we can wrap our people with the right AI and technology to force multiply the impact that they’re having from an outsourcing standpoint. And I think we have more progress in that than just about anybody else out there.

And then third, and maybe most importantly, we spend a lot of time upfront with our clients establishing the right foundation with them so that they can maximize the impact that the outsourcing we do for them has. Meaning, putting the right procedures and protocols in place as it relates to roles and responsibilities and where Patra applies versus where our clients apply; Putting the right procedures in place for things like escalations and quality assurance and continuous improvement.

And all of those investments and years of experience related to that have a tremendous impact on driving exponential impact to the outsourcing that we do.

Innovating Insurance Outsourcing for the Modern Market

With two decades of experience and industry-specific insights, Patra empowers insurance organizations to scale profitably through tailored outsourcing solutions, AI-powered tools, and strategic partnerships. We deliver the operational excellence you need to boost efficiency, improve underwriting, and enhance customer satisfaction.

For over 20 years, Patra has redefined insurance outsourcing, delivering tailored solutions that empower insurance wholesalers, MGAs, and program administrators to achieve unparalleled operational efficiency. Specializing in the complexities of wholesale insurance and program administration, Patra leverages industry-specific expertise to address critical challenges faced by our partners.

Our approach goes far beyond generic services. Combining people, processes, and cutting-edge ai technology, we optimize operations and drive profitability. With over 125 engineers and data scientists on our team, we identify high-impact tasks and integrate insurance AI solutions to “force multiply” outcomes. From insurance automation in underwriting and claims processing to enhancing accounting workflows, Patra equips your organization with the agility required to thrive in today’s rapidly evolving market.

Patra also recognizes that successful outsourcing starts with a solid foundation. That’s why we collaborate closely with our partners to establish clear roles, quality assurance protocols, and escalation procedures, ensuring seamless integration of our services into your operations.

With a trusted team and two decades of experience, Patra transforms complexity into opportunity, empowering our clients to strengthen relationships with brokers, carriers, and insureds while maximizing growth. Discover how Patra’s people-powered and AI-driven solutions can enable your business to excel in an increasingly competitive insurance landscape.

Patra is where technology meets expertise—to redefine outsourcing success for insurance wholesalers and MGAs/MGUs.

Patra's outsourcing expertise:

Patra is uniquely positioned in the wholesale insurance market due to its two decades of industry-specific experience, offering flexible and high-quality outsourcing services backed by deep wholesale expertise.

Technology integration for efficiency:

Patra leverages over 125 engineers and data scientists to integrate AI and technology into their operations, enhancing the impact of their outsourcing services by optimizing common and impactful tasks within the industry.

Foundational client partnerships:

Patra invests heavily upfront in establishing a solid foundation with clients, focusing on clear roles, responsibilities, and quality assurance to maximize the effectiveness of their outsourcing efforts, thus driving exponential results.
Find Out More
Patra Senior Vice President of Business Development Greg Morris, Patra Senior Vice President of Business Development Greg Morris

Meet our featured expert

Greg Morris
Senior Vice President of Business Development

Greg leads specialty sales where he's responsible for driving growth with insurance companies, MGAs, Wholesalers, InsurTechs and premium finance companies. Before Patra acquired Greg's company, QBIS, in 2019, Greg started and sold two InsurTech companies focused on driving simplicity, speed, and modern processes to the insurance industry.

About Patra

Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.