Supercharge your business
Retail Agency
Specialized technology-enabled insurance processing and small accounts management solutions designed to streamline workflows and reduce staff workloads for P&C and employee benefits services.
Wholesaler
Solutions designed to help wholesalers streamline workflows between their carrier and broker relationships, supporting every phase of the policy life cycle from submission and pre-binding to renewal and service.
Carrier
Insurance processing solutions designed to execute complex, client-facing workflows. Specialized services include policy acquisition, premium generation, client retention, and enhanced customer experience.
MGA
Insurance processing and technology-enabled services for MGA’s, MGU’s, and Program Administrators. Patra serves as an extension of your team, leveraging experienced staff with proven technologies to support your teams and connect with the carriers and agents that rely on you.