Insurance Services Designed for You
Delivering support for insurance organizations to scale your business.
We work with insurance businesses of all sizes to offer hands-on support. Whether you’re managing a handful of policies or serving thousands of customers, our services can be tailored to your unique business needs. When you work with Patra, you get full visibility into your insurance processing, customer service, and small account management without having to actively manage those functions.
Our global team stands ready to partner with you to manage, grow, and improve your business.
Retail Broker
Remaining competitive as an independent retail brokers is harder than ever. Whether you’re focused on P&C insurance for personal and commercial lines or employee benefits, you need to deliver value and service while remaining profitable. Get the support you need to service accounts, expedite processing, and maximize efficiency.
MGA
When working with demands from both brokers and carriers, MGAs need to be able to deliver on their relationships while remaining focused on quality underwriting. With dedicated experience supporting MGAs, Patra can help you at every point in the process from pre-binding to ongoing renewals.
Wholesale Broker
With high volume, high speed, and high impact deliverables, wholesale brokers are required to constantly be ahead of the curve. Support your business growth without missing a step. With processing, small account, and customer contact support, you can continue grow while managing staff workloads.
Carrier
With evolving technology and constantly shifting customer demands, insurance carriers need to step out of inefficient service models to become flexible and nimble. We can help fuel the next step in your innovation with dedicated policy services and customer retention plans for insurance carriers.
Through dedicated insurance processes and powerful InsurTech solutions, we can help you continue to innovate and grow your business.
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.