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</form>Text Content
* Who We Serve
* Back
* Retail Agency
* MGA
* Wholesaler
* Carrier
* Services
* Back
* Benefits Comparison Spreadsheets
* Certificate Processing
* Commission Posting
* Contact Center
* Eligibility Management
* Insurance Printing and Mailing
* Insurance Processing
* Insurance Services For EB
* Insurance Services For P&C
* Policy Checking
* Premium Payment Automation
* Small Account Solutions
* Technology
* News
* Back
* Blogs
* Events
* In the News
* Press Releases
* Resources
* Back
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
* Company
* Back
* Careers
* Customer Experience
* InsurConneXtions
* Leadership Team
* Patra Academy
* Patra Proud
Contact Us
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VIDEO: Certificate Processing & Issuance with Patra
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WEBINAR: Patra's Services for Employee Benefits and Open Enrollment
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NEWS: Patra Joins Vertafore's Orange Partner Program
READ MORE
INTERVIEW: Patra CEO John Simpson
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VIDEO: Policy Checking with Patra
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VIDEO: Certificate Processing & Issuance with Patra
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WEBINAR: Patra's Services for Employee Benefits and Open Enrollment
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* Markets We Serve
MARKETS WE SERVE
* Retail Agency
* MGA
* Wholesaler
* Carrier
MARKETS WE SERVE
Patra is a leading provider of technology-enabled services to the insurance
industry. Patra’s team of global experts allow retail agencies, MGAs,
wholesalers and carriers to capture the Patra Advantage – profitable growth
and organizational value. Patra supports insurance organizations as they
sell, deliver and manage policies and customers.
WHOLESALER
Patra delivers quality, timely services that help differentiate your brand
and enable you to thrive in this evolving wholesale marketplace.
Learn More
MGA
Leverage our experienced staff and proven technologies to elevate your team
and engage more effectively with the agents and carriers who rely on you.
Learn More
RETAIL AGENCY
Patra helps retail agencies reduce staff workloads, service accounts more
efficiently and optimize small account management, so you don’t have to worry
about staffing issues, reinventing workflows or accommodating more volume.
Learn More
CARRIER
With the technology, personnel, and insurance expertise to expertly engage
with your customers or to power complex processes, Patra provides tailored
solutions for insurance companies.
Learn More
* Services
TECH-ENABLED SERVICES
* Audits
* Benefits Comparison Spreadsheets
* Certificate Processing
* Commission Posting
* Contact Center
* Data Entry
* Direct Bill Reconciliation
* Document Retrieval
* Eligibility Management
* Insurance Printing and Mailing
* Insurance Processing
* Insurance Services for EB
* Insurance Services For P&C
* Policy Checking
* Policy Issuance
* Premium Payment Automation
* Small Account Solutions
* Submissions
TECH-ENABLED SERVICE
We believe insurance is a people-first business that works best when powered
by technology. And everything we do, we do to empower you to focus on what
you do best—bring value to customers, manage risk and provide peace of mind
to policyholders.
POLICY CHECKING
By automating aspects of the policy checking process, we make it faster and
more accurate, a benefit to both you and your customers.
CERTIFICATE PROCESSING
Our certificate processing service is a true end-to-end solution which makes
the entire process convenient and fast. You, or your insured, can initiate a
certificate request, and Patra will process and deliver the certificate for
you.
DOCUMENT RETRIEVAL
No two insurance organizations are the same. That’s why our document
retrieval services are fully customizable to meet your unique needs. With a
customized workflow and our dedicated document team, we ensure nothing falls
through the cracks.
INSURANCE PROCESSING
We believe insurance is a people-first business that works best when powered
by technology. And everything we do, we do to empower you to focus on what
you do best—bring value to customers, manage risk and provide peace of mind
to policyholders.
LOSS RUNS – RETAIL AGENCY P&C
Loss Runs – Retail Agency P&C text
DATA ENTRY – RETAIL AGENCY P&C
Our data entry solutions are flexible and scale to meet your needs. We
are here to help you increase your work efficiency by taking on the data
management that consumes too much of your day. You can rely on us for data
entry, clean up, and migration projects big and small.
ELIGIBILITY MANAGEMENT
Internally processing hundreds of adds, terms, and changes can quickly pile
up. With Patra, you get access to a dedicated remote team who work only on
eligibility management. We process requests quickly and accurately.
COMMISSION POSTING
With Patra, you don’t need to hire a full-time employee dedicated to
commission postings or put the work on the desk of an already busy agent.
Patra provides commission posting services that are fast and accurate, so you
can focus on working with clients and bringing on new customers.
DATA ENTRY – RETAIL AGENCY EB
Our data entry solutions are flexible and scale to meet your needs. We
are here to help you increase your work efficiency by taking on the data
management that consumes too much of your day. You can rely on us for data
entry, clean up, and migration projects big and small.
BENEFIT COMPARISON
Benefit comparison spreadsheets are a great tool but creating the spreadsheet
can take considerable time and effort. That’s where Patra comes in! We can
create benefit comparison spreadsheets for you, making them ready for you
before renewal meetings.
AUDITS
Audits text
SUBMISSIONS
Submissions text
INSURANCE SERVICES FOR P&C
Patra's P&C solutions deliver consistent and reliable results, cost
efficiency and process optimization. Organizations focused on growth choose
Patra to power their processing.
PREMIUM PAYMENT AUTOMATION
PatraPay is a digital payment solution designed to modernize the billing and
payment experience between premium finance companies, their agency partners,
and the insurance policy buyer. The all-in-one platform automates the entire
premium finance and payment processes.
POLICY ISSUANCE
Policy Issuance text
INSURANCE SERVICES FOR EB
Patra’s employee benefits services support your insurance organization at
every stage of the EB renewal cycle. Our services ensure you are maximizing
efficiency and profitability throughout the year.
PRINTING AND MAILING
Patra’s print, mail, and document processing services provide an integrated,
cost-effective way to expedite certificates, letters, and other mailed
communications. Patra will act as your in-house mailing department, managing
inbound and outbound correspondence.
SMALL ACCOUNT SOLUTIONS
Our managed service model provides a variety of options to address commercial
lines, personal lines, or employee benefits. Your team can spend more time
focusing on key accounts and agency relationships without sacrificing the
service levels your customers expect.
CONTACT CENTER
Patra provides a flexible, end-to-end solution that deploys omni-channel
communication tools to your existing management systems, supporting every
part of the customer experience. Inbound or outbound, Patra supports your
customer contact centers with voice, chat, text, email, and white mail to
deliver your brand experience.
DIRECT BILL RECONCILIATION
Direct Bill Reconciliation test
* Technology
* Resources
* News
* Resources
RESOURCES
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
NEWS
* Blogs
* Events
* In the News
* Press Releases
NEWS
Your go-to source for the latest Patra content, industry experience, and
thought leadership covering the insurance industry.
See Our News
RESOURCES
Curious about technology-enabled insurance services powered by people? Check
out how we’re implementing this through the various resources available here!
Check It Out
BLOGS
A few of our thoughts on the industry and ways to improve your business.
Read Now
EVENTS
We attend events all over the country, all year long. We’d love to meet up
with you along the way!
See You There
IN THE NEWS
See where Patra has been featured and what the industry is sharing about us.
Check it Out
PRESS RELEASES
From company announcements to award recognitions, see our latest shared news.
Read Now
BROCHURES
Learn more about our technology-enabled services for the insurance industry.
See Now
CASE STUDIES
Read about some of our customers and how they’ve benefited from working with
Patra.
Read Now
DATA SHEETS
Interested in learning more about specific services we offer and how we do
what we do? Check out our data sheets for more insight.
Learn More
VIDEOS
Want to get to know us better? Enjoy these videos that give a glimpse of how
and why we do what we do.
Watch Now
WEBINARS
Take a deeper dive into Patra and learn how we support our customers by
watching some of our webinars.
Watch Now
* About Patra
COMPANY
* Careers
* Customer Experience
* InsurConneXtions
* Leadership Team
* Patra Academy
* Patra Proud
PATRA
For over 15 years, Patra has focused on bringing the very best
technology-enabled services to the insurance industry. Our three core pillars
- Honesty, Integrity, and Respect - drive everything we do. That’s the
Patra Advantage.
Learn More About Patra
CAREERS
We’re hiring! Work-from-home, flex PTO, equipment provided, medical,
dental, vision, HSA & FSA accounts, 401K with match, competitive salaries and
the best colleagues from around the globe!
Come Work With Us
CUSTOMER EXPERIENCE
We’re driven by our customers’ success. Drawn from experience
in onboarding over 600+ customers across the insurance industry over 15+
years – we’ve designed a scalable, secure and frictionless implementation
experience.
Learn More
INSURCONNEXTIONS
Patra has brought together leaders in Insurance to create
the InsurConneXtions Alliance. A gathering of industry leaders to prioritize,
develop, and distribute technology solutions and industry standards to
drive insurance processing efficiencies.
Learn More
LEADERSHIP TEAM
Employing more than 5,000 globally, we value our differences. We believe that
having a diverse employee population and inclusive environment makes us a
stronger company.
Meet The Team
PARTNERSHIPS
The Summit Partner Platform brings together best in class insurance
organizations and Patra's leading tech-enabled insurance services, joining
forces creating value, profitability, and growth. With a shared commitment to
operational excellence and customer success, we help our strategic
partners thrive by providing access to tech-enabled services and solutions
that add value to your members, customers, and business.
Learn More
PATRA ACADEMY
Patra Academy is our response to the insurance industry’s staffing
challenges, providing a pipeline of talented, trained and licensed staff to
support insurance organizations across the country. We place a strong
emphasis on recruiting from the military community – active duty spouses and
veterans – when hiring for new opportunities in the Academy!
Learn More
PATRA PROUD
Our philanthropic organization, Patra Proud, is dedicated to supporting
the children of military families. We acknowledges the challenges our active
duty military families face and help in any way possible.
Donate or Learn More
* Contact Us
WE SERVE YOU
TECHNOLOGY-ENABLED SERVICES POWERING EVERY STAGE OF THE INSURANCE POLICY LIFE
CYCLE.
The Patra Advantage
Our Value to You
Services Overview
WE LEVERAGE PEOPLE AND TECHNOLOGY TO PROPEL YOUR INSURANCE ORGANIZATION.
We are exclusively committed to the insurance industry, serving retail agencies,
MGAs, wholesalers and carriers to deliver the Patra Advantage: profitable growth
and organizational value.
Patra gives you the best of both worlds: proprietary technology coupled with
highly trained process executives. This combination gives you the confidence to
turn over as many tasks and processes as possible and let Patra handle them for
you.
OUR VALUE TO YOU
Patra’s focus on quality, flexibility and staff are our biggest differentiators.
Patra is focused on insurance only, giving us a deep experience in the industry.
Our team is flexible enough to allow a customer to start with a team as small as
three operational seats, and our staff of more than 240 licensed agents set us
apart from the competition.
OUR TECHNOLOGY-ENABLED INSURANCE SERVICES SOLVE CRITICAL CHALLENGES FACED BY
BUSINESSES.
RETAIL AGENCY
Patra enables retail agencies to excel in an increasingly competitive insurance
marketplace. With Patra’s retail agency services, you can reduce staff
workloads, service accounts more efficiently, and optimize small account
management. Also applicable across P&C and employee benefits, Patra lets you
focus on what really matters to your business progress.
Learn more
MGA
Carriers and agents expect MGAs to deliver — and Patra is here to help you
exceed expectations. Our proven technologies and global experts elevate your
team to deliver quality, timely services that set you apart from the
competition. From pre-binding to renewal, Patra’s technology allows effortless
transacting at every phase. Call us your virtual underwriting assistant.
Learn More
WHOLESALER
Strong relationships are crucial to the success of wholesale insurance brokers.
That’s why Patra’ technology-enabled process efficiency services, backed up by
our team of experts, make such a difference in this challenging marketplace.
Picture enhanced service levels, quicker submission response times, and
manageable workloads. Suddenly, you have time to expand your reach.
Learn More
CARRIER
Insurance companies need flexibility to thrive in today’s demanding market, so
Patra created a model that empowers your organization to respond and change with
ease. Patra leverages technology and a scalable, expert team to execute a range
of comprehensive services for a growing number of direct-writing organizations.
Transactions turn seamless, improving both customer satisfaction and your
business performance.
Learn More
TECHNOLOGY-ENABLED SERVICES FOR ALL PHASES OF THE INSURANCE LIFECYCLE.
Property & Casualty Processing Services
Employee Benefits Processing Services
Small Account Managed Services
Underwriter Assist
Staffing Assist
Print & Virtual Mail
Contact Call Center Sales & Support
CLIENTS EXPERIENCING THE PATRA ADVANTAGE.
We deliver results in every line of the insurance business.
Every day, we help insurance businesses like yours reduce inefficiency and scale
their operations to support growth. We focus on offering consistent, reliable
support to meet and exceed expectations for you and your customers.
GET STARTED
JOIN OUR MAILING LIST!
Sign up to receive email updates on company announcements and product
promotions.
Join Now
MARKETS WE SERVE
* Retail Agency
* MGA
* Wholesaler
* Carrier
TECHNOLOGY
TECH-ENABLED SERVICES
* Benefits Comparison Spreadsheets
* Certificate Processing
* Commission Posting
* Contact Center
* Eligibility Management
* Insurance Printing & Mailing
* Insurance Processing
* Insurance Services for EB
* Insurance Services for P&C
* Policy Checking
* Premium Payment Automation
* Small Account Solutions
NEWS
* Blogs
* Events
* In the News
* Press Releases
RESOURCES
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
COMPANY
* Careers
* Customer Experience
* InsurConneXtions
* Leadership Team
* Patra Academy
* Patra Proud
CONTACT
PRIVACY POLICY
* Who We Serve
* Retail Brokers
* MGA
* Wholesale Broker
* Carrier
* Insurance Solutions
* Insurance Processing
* Property and Casualty
* Employee Benefits
* Small Account Solutions
* Property and Casualty
* Employee Benefits
* Acquisition Customer Experience
* Insurance Printing & Mailing
* Premium Payment Automation
* Certificate Processing
* Policy Checking
* Eligibility Management
* Commission Posting
* Benefit Comparison Spreadsheets
* Technology
* InsurConneXtions
* Resources
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
* News
* Blogs
* Events
* In the News
* Patra Academy
* Patra Proud
* Press Releases
* Company
* Careers
* Customer Experience
* Leadership Team
* Partnerships
* Patra Academy
* Patra Proud
* Contact Us
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