Patra provides a variety of processing services to insurance organizations that reduce staff workload, minimize risk and lower costs while raising productivity, increasing capacity and boosting profitability.
Smart, innovative agencies choose Patra.
Now it’s your turn…
- Dedicated Teams
- No Hourly Minimums
- Custom Workflows
- 24-hour Service
- No Hidden Fees
- Comprehensive E&O Coverage
Should you choose Patra?
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Patra On Demand
With fast turnaround and low error rates, Patra’s On Demand model scales quickly to meet the cyclical nature of insurance. Popular services include certificate issuance, policy checking, document retrieval and more.
Patra Select gives you more from your book of small accounts. Whether it’s growing the book aggressively or simply manage existing accounts, Patra Select guarantees profitability on P&C, benefits or personal lines accounts.
Patra Performance evens the playing field for small brokers. With processing services focused on smaller brokers and their networks, Patra Performance provides tools to stay independent and thrive in the competitive marketplace.
More than a processing provider, Patra Innovations combines experience and standardized processes, adding value to brokers. By combining technology and creative solutions, we reduce operating costs and increase customer satisfaction.
What our clients are saying
I appreciate having Patra. It takes a lot of stress off me. The Patra team are doing a great job!
–Kathy, Accounting Center Manager, Patra Client
I think the beauty of Patra is that now I’ve got a place to put my small accounts. We get a piece of the income while our people don’t have to spend any time on it. What can be bad about that?
-Tom, CEO, Patra Client
Revenue load is one of our leading measures. Patra has allowed us to see that number rise as we free our employees to spend time on more profitable tasks, including spending more time with clients, cross-selling and up-selling with products that fit the client’s needs.
— Stewart, Sr. VP & CIO, Patra Client
Our employees now have the time to assist in more areas within the company, helping them expand their knowledge and career potential.
— Mike, CEO, Patra Client
By spending more time with our customers, we’re better able to better understand their needs and provide them more options in a shorter period of time.
— Greg, CEO, Patra Client
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