Our Story

Patra was founded in 2005 to enable insurance agents and brokers to issue certificates faster and more efficiently. In the last decade, much has changed. We still issue certificates for insurance agencies (more than 2.4 million certificates in the last year!), but also our mission has expanded to provide more than 100 distinct services for retail agencies (commercial, personal lines and employee benefits), MGAs, wholesalers, carriers and more. Today, Patra works with hundreds of agencies, each with a custom mix of services designed to meet the unique needs of the organization.

Patra is an independent organization dedicated to providing processing and account service support in the insurance industry. It’s that simple. How do we do it? That’s simple, too. We’re successful because of our Good People, Innovative Approach and Proven Results.

Good People

No other processing or service provider in the market has a staff like Patra’s. Our team of experienced client consultants and account managers maintain every customer relationship. They are the face of Patra to every customer; they answer questions, improve workflows and onboard new services. In addition to managing agency relationships, they manage dedicated teams of process executives who are trained in your agency’s individual workflows.

By providing your agency with a dedicated account representative and team of process executives, we’re able to deliver quality results and accountability for your agency’s individual needs, all backed by the most secure processing E&O coverage in the marketplace.

Innovative Approach

Patra On Demand and Patra Select are specialized service models that help agencies reach their unique business goals.

Patra On Demand enables your team to identify the specific processes that prevent your account staff from spending more time talking to customers, upselling and rounding accounts. With a dedicated team and flat hourly rates, Patra On Demand makes it easy to scale up or down, depending on workload volume. With no minimum hourly requirements, you’ll never pay a penalty for not meeting hourly quotas.

Patra Select gives agencies the tools to manage books of small accounts profitably. No matter the challenges an agency faces with small accounts, Patra Select offers a solution. With options to either simply manage a book or aggressively grow it, the Patra Select team can address books of small P&C, personal lines and employee benefits while delivering quality service and guaranteed profitability.

Proven Results

In a recent survey, Patra customers were asked, “what are the reasons you chose Patra?” The responses were clear. Agencies choose Patra to reduce workload on staff, increase operational effectiveness and increase profitability through cost savings. When asked if Patra helped them achieve these goals, more than 93% of customers agreed that Patra helped them reduce staff workloads, achieve efficiency and become profitable. In fact, a recent Insurance Journal study of the 100 top independent agencies in the country, showed that agencies that work with Patra grow more than 40% faster than those that don’t. We’re proud of that.

We’ve helped agencies change the way their teams perform their jobs, helped account assistants take on account manager roles and raised the level of work across the entire back-office. How can we help your agency?

Should you choose Patra?

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