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Patra at the 2024 CIAB Insurance Leadership Forum

The Broadmoor | Colorado Springs
October 4-8, 2024

As a longstanding partner of The Council, Patra remains steadfast in its mission to bring CIAB members top-tier technology-enabled outsourcing services. What sets Patra apart is its unique blend of cutting-edge technological solutions and a global team of insurance experts. This combination ensures that retail agencies, wholesalers, MGAs, and carriers receive unparalleled service and accuracy. By aligning with Patra as a strategic partner, insurance organizations can drive revenue growth, improve operational efficiency, and increase organizational resilience and continuity.

Experience the Patra Innovation Center

Experience the Patra Innovation Center

October 4-8, 2024
Bartolin Hall
Suite #102

Join the Patra Late-Night Event

Join Patra's Late-night Event: Light Up The Night

Saturday, October 5th
9:00 PM - 10:30 PM
The Broadmoor Main Bar & Patra Patio

Connect with Patra Executives at the Patra Patio

Connect with Patra Executives at the Patra Patio

October 4-8, 2024
Broadmoor Main Bar /
Patra Patio

Portal 1 - Launch Pad

Discover Patra's comprehensive solutions for Agencies, Brokerages, MGAs, Wholesalers, and Carriers.

Portal 1 Video Selection
OnDemand Spotlight with Trish Rosenstangel

Insurance Processing

Select Spotlight with Breanna Lobdell

Small Accounts Management

Patra Assist Spotlight with Lacey Cenac

Virtual Assistance

Patra Direct Spotlight with Jeanine Weber

Voice Contact Center

Patra Document Spotlight with Paul Misso

Print & Virtual Mail


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Portal 2 - Disruptor Realm

Explore why Patra is the service provider of choice among leading insurance organizations.

Portal 2 Video Selection
Patra Corporate Overview

Patra Outsourcing Solutions for your Entire Policy Lifecycle

Technology at Patra

Patra: Technology-Enabled Insurance Outsourcing Solutions

Risk Mitigation at Patra

Strategic Focus in Risk Management and Compliance

Operational Methodology at Patra

Proven Methodology to Transform Operations

Client-Centric Delivery Model at Patra

Client-Centric Service Delivery Model

Global Culture & People at Patra

Globally Integrated Culture and People

Operational Excellence at Patra | Advisory Consulting

Advisory Consulting to Achieve Operational Excellence


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Portal 3 - Groundbreaker

Uncover how Patra integrates technology, automation, and innovation for process optimization and efficiency.

Portal 3 Video Selection
Technology of Today

Technology of Today

✔ Technology Innovations & Solutions
✔ Proprietary PatraOne Platform
✔ PolicyCheckingAI
✔ Blockchain-Enabled Certificate of Insurance Distribution
✔ Business Intelligence Insights
✔ Automated Insurance Print & Mail
Full-Service PolicyCheckingAI By Patra

Full-Service PolicyCheckingAI

Patra pushes the limits of today’s insurance technology offerings by combining our industry-leading, tech-enabled PolicyCheckingAI solution with a highly skilled and dedicated team of processing executives assigned to support your business.
Self-Service PolicyCheckingAI By Patra

Self-Service PolicyCheckingAI

Patra’s groundbreaking  PolicyCheckingAI Self-service provides the most sophisticated AI-based automation available on the market, enabling in-house teams to check policies with unparalleled speed and accuracy.


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Portal 4 - Visionary Vault

See how Patra is redefining technology-enabled solutions for the future of the insurance industry.

Portal 4 Video Selection
Technology of Tomorrow

Technology of Tomorrow

Applying innovative solutions to the industry's toughest challenges
Bringing business intelligence, quality assurance, and process automation to insurance processes
Reimaging how to apply AI to every type of insurance document
Redefining tech-enabled solutions for the industry today and beyond

Patra ILF Team

John Simpson

John Simpson

Chief Executive Officer

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Simon Davis

Simon Davis

Chief Financial Officer

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Greg Morris

Greg Morris

Senior Vice President,
Business Development - Specialty Market

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Marcel Gagnon

Marcel Gagnon

Senior Vice President Sales,
Large Retail Brokers

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Brooke Whitney

Brooke Whitney

Vice President,
Retail Agency Segment

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Mary Kriegsfeld

Mary Kriegsfeld

Director,
Conferences & Events

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To learn more about Patra’s industry-leading tech-enabled solutions addressing the entire policy life cycle, schedule time to meet with our team.