Accelerate business growth and efficiency
Patra helps retail agencies reduce staff workload, optimize small account management, and improve service efficiency. With our expertise in P&C (Personal and Commercial Lines) and Employee Benefits, we help you deepen relationships with key accounts, boost client retention, and provide an exceptional insured experience.
Solutions designed for retail agencies or brokerages
Insurance Processing
Patra’s insurance processing solution, Patra OnDemand, helps clients address specific workload needs to improve efficiency, increase productivity and grow top-line revenue. From the simplest of tasks to requiring higher degrees of complexity, Patra provides seamless and timely work item turnaround.
Small Accounts Management
Patra’s managed service model, Patra Select, is a flexible, powerful tool to manage or grow small accounts, whether commercial, personal, or employee benefits.
Virtual Staffing
Patra’s virtual staffing solution, Patra Assist, provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, systems, communications platforms, and workflows.
Print, Mail, and Virtual Mail
Patra’s full-service document fulfillment solution, Patra Document, manages millions of insurance documents each year, providing state-of-the-art print facilities, print, mail, and virtual mail outsourcing.
We are committed to operational excellence
Explore related content
Services Insurance Processing
Accelerate your insurance processing with an outsourcing partner who truly knows your business.
Services Small Accounts Management
Boost profitability and improve client retention with Patra Select
Why Patra Customer Success Plans
Solutions designed with retail agencies, wholesalers, MGAs, and carriers top of mind.
