Retail Agencies accelerate business growth and efficiency

Leverage innovative insurance outsourcing

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

Save time, drive new business, and increase profitability.

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 Assistant

Patra’s virtual assistant 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

Our operational excellence model is what sets Patra apart. With nearly 20 years solely dedicated to the insurance industry, we know your business. We’ve integrated a proven quality framework to deliver greater capacity, expertise and precision to the most complex tasks and processes.

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Couple reviewing insurance health forms

Services Insurance Processing

Accelerate your insurance processing with an outsourcing partner who truly knows your business.

People working together

Services Small Accounts Management

Boost profitability and improve client retention with Patra Select

People conversing and sharing

Why Patra Customer Success Plans

Solutions designed with retail agencies, wholesalers, MGAs, and carriers top of mind.

Patra is here to help

Patra is here to help

Patra is available to all markets and uses our collective experience to streamline your business models!