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As AI technology rapidly advances, it raises important questions about data privacy and security. Patra delivers strategic focus and investment in risk management and compliance through Patra Shield, a multi-pronged approach to safeguard data and mitigate risk. Patra’s Global Centers for Processing Excellence are distributed across geopolitically stable democratic countries. We ensure operational continuity through comprehensive business continuity and disaster recovery plans. Every process performed by Patra’s global process executive team is backed by market leading error and emission liability assumption. Patra maintains SOC 2 compliance and protects your data through the industry’s highest data security and privacy standards.

The Patra Advantage: Risk mitigation

How Patra prioritizes data security and confidentiality.

As artificial intelligence and other technologies rapidly advance, it raises important questions about data privacy and security. As a technology-enabled service provider, Patra delivers strategic focus and investment in risk management and compliance through Patra Shield, a multi-pronged approach to safeguard client data and mitigate risk.

Error & omission indemnity protection

Market-leading error and omission liability assumption backs every process and workflow.

Global centers for processing excellence

Patra's global network of processing centers are distributed across geo-politically stable, democratic countries. Operational continuity is ensured through comprehensive, annually audited Business Continuity and Disaster Recovery Plans.

Certified SOC2 compliant

Intellectual property and client data is protected from unauthorized access, security incidents and other vulnerabilities.
Find Out More

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About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.