A Powerful Partnership
Through a strategic partnership, Benefit Advisors Network (BAN) agencies gain access to Patra’s deep insurance industry expertise, cutting-edge technology, and consultative approach to driving revenue growth, profitability and scalability. Through this unique alliance, BAN members realize significant positive business outcomes including cost-optimization, operational efficiencies, and improved margins which are the top requirements to remaining competitive in the industry.
By leveraging Patra’s leading technology in combination with its proven methodology to streamline processes across the policy lifecycle, BAN members experienced the benefits of operational transformation including speed, quality and risk mitigation.
Patra’s adaptable delivery models, 24-hour operations and US-based insurance professionals serving as the day-to-day contacts provide high-volume processing and expedited turn-around times.
Exclusive Partnership Benefits

About Patra
Patra’s insurance processing solutions and services provide operational support across policy lifecycle and administrative functions - allowing your highly-skilled teams to focus on customer relationships and growing your business.
Our Expertise & Commitment
With nearly 20 years exclusively focused in the insurance industry, we know your business. At Patra, we pride ourselves on our commitment to quality, industry expertise, flexibility, and our exceptional team. This is what sets us apart from our competitors.
Proven framework for customer success
Our team of seasoned professionals combines their extensive expertise with state-of-the-art technology to help our clients stay ahead of the curve. With a deep understanding of the evolving insurance landscape, we continuously strive to exceed our client expectations and drive industry excellence.
An Operational Excellence model that improves your ROI
Serving as a strategic partner, we support the entire operational ecosystem and consistently deliver optimal output for our clients across the insurance industry. Our comprehensive range of services encompasses every aspect of your insurance operations, ensuring efficiency, accuracy, and reliability.
A strategic partnership to help you make data driven decisions.
We understand that every business is different, and that’s why we take the time to truly understand your specific goals and objectives. From streamlining your processes to maximizing operational performance, we are fully committed to helping you achieve long-term success and sustainable growth.
"Through our new partnership, BAN members gain access to Patra's OnDemand services, as well as the opportunity to benefit from Patra's extensive industry knowledge. We have done our due diligence and are thrilled to have found a highly reputable partner who will bring so much value to our members."
Perry Braun
BAN Executive Director
Patra Employee Benefits Solutions for BAN
Learn about the comprehensive service solutions to support the entire Employee Benefits lifecycle.
DownloadPatra Virtual Assistant Solutions for BAN
Explore the possibilities with a Patra Virtual Assistant.
DownloadPatra Small Accounts Management Solutions for BAN
Don't let the 80% of your book representing 20% of your revenue take valuable time and resources. Let Patra manage your small accounts and watch them grow!
DownloadHow Patra Supports the EB Lifecycle
See how Patra supports the entire Employee Benefits Lifecycle
Download99%+ Accuracy Rates
Deliver a superior customer experience for your insureds. Agency Partners are experiencing 98% or higher accuracy rates in insurance processing.
Zero Liability
Patra absorbs full liability for all the work Patra takes on.
Preferred Pricing
As a strategic partner, you receive preferred pricing and priority implementation regardless of agency size.
55% Cost Savings
Agencies are experiencing up to 55% in cost savings.
Explore Patra's Processing Power
Solutions for all phases of the P&C and Employee Benefits insurance lifecycle. Patra's technology-enabled services deliver a full, start-to-finish solution throughout the renewal cycle—ensuring your organization can operate with maximum efficiency and profitability throughout the year.
Tech-enabled insurance outsourcing solutions for your P&C policy administrative functions. From document retrieval to certificate processing, each process combines for a unified workflow that improves operational efficiency, elevates the customer experience, and increases your bottom line.
Tech-enabled insurance outsourcing solutions for your EB policy administrative functions. Patra’s eligibility management, software management, auditing, billing reconciliation, and data entry services ensure your business maximizes its efficiency and profitability throughout the year.
The Patra Select team seamlessly integrates with your organization to efficiently manage and grow books of small business while you retain your AOR (Agency of Record) status.
Patra's staffing assistance solutions provide a dedicated person(s) as an extension of your team to perform assistant-type services and operate within your agency hours, management systems, communications platforms, and workflows. These team members are trained by you and managed by Patra (unlicensed).
Patra’s print, mail, and document processing services provide an integrated, cost-effective way to expedite certificates, letters, and other mailed communications. Patra serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Operational Excellence
Our operational excellence model is what sets Patra apart. With nearly 20 years solely dedicated to the insurance industry, we know your business. This level of expertise becomes a key benefit to our clients as we deliver a hybrid approach to insurance processes combining a global team of specialized experts, innovative technology, and a proven quality framework to deliver greater capacity, expertise and precision to the most complex tasks and processes.