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At Patra, operational excellence is a core value. Whether you’re a retail broker, wholesaler, MGA, or carrier, Patra has developed an operational excellence model focused on delivering optimal results across the insurance industry. In addition to developing new insurance technologies, our global operations teams utilize Six Sigma methodologies, lean based practices, and data intelligence to identify process and service delivery improvements and help you stand out in today’s competitive market. Our proven methodology to transform operations enables insurance organizations to reclaim staff productivity, win new business, and strengthen client relationships.

Every year, this powerful approach to process improvement allows us to complete over twenty million transactions on behalf of our valued clients.

The Patra Advantage: Operational Methodology

A proven method to unlock productivity.

Patra’s operational excellence model drives optimal results across the insurance industry. Patra addresses the entire policy life cycle by applying six sigma and business process consulting to identify process and service improvements, deploy best practices and provide industry expertise across a broad continuum of services, including underwriting, sales, servicing, billing, data management, claims, and more.  This proven methodology to transform operations enables insurance organizations to reclaim staff productivity, win new business, and strengthen client relationships.

Performance Management

We use scorecards and CAPA methodology for root cause analysis, collaborating with teams and clients to implement preventive measures against errors and E&O exposure.

Quality Control & Auditing

We understand the complexities of each insurance process and implement tailored controls and audits to ensure top-quality workflow completion.

Data Reporting

We leverage data-driven insights to highlight process and performance improvements, delivering KPI reports, trends, and production volumes aligned with clients' needs to support strategic decision-making.
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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.