Patra Joins Catalyit’s Premium Solution Provider Program

We’re thrilled to announce that Patra, a leader in back-office solutions, has joined Catalyit’s Solution Provider Program! With innovative tools like PolicyCheckingAI—an automated policy-checking workflow designed specifically for insurance agencies—Patra helps streamline tasks, improve efficiency, and free up time for agents to focus on their clients.

Patra offers a range of solutions tailored to independent insurance agents. Patra Select equips you with licensed P&C and benefits account managers to handle small business books, covering everything from commercial lines to employee benefits—all under your agency’s brand. Meanwhile, Patra OnDemand simplifies your daily operations by expertly managing routine tasks, allowing your team to focus on what really matters: building client relationships and growing their careers.

How Patra Can Help You

For many independent agents, managing back-office tasks can be time-consuming. Patra changes that by automating processes and outsourcing key functions, helping you focus on high-value activities like client engagement and business development.

Key Features of Patra

• PolicyCheckingAI –This tool automates policy checking, saving time and reducing errors.
• Patra Select – A complete account management service for small business books, under your brand, from A-Z.
• Patra OnDemand – Simplifies daily operations by handling routine tasks, freeing your team to focus on clients.
• Endorsement Management – Handles policy endorsement requests, saving time and effort.
• Certificate of Insurance Management – Automates the issuance and tracking of certificates.
• Renewal Processing – Ensures renewals are processed on time, every time.

Boost Your Productivity and Profitability

With Patra’s services, you can improve workflows, increase efficiency, and provide better client service. Automation and expert support allow you to focus on growing your business while maintaining high-quality service. Patra helps you streamline operations without the need for extra in-house staff, improving your bottom line and positioning your agency for success.