Catalyit Premium Provider Since July 2024 | Last Updated August 2024
Patra helps retail agencies reduce staff workload, optimize small account management, and improve service efficiency. With our expertise in P&C (Personal and Commercial Lines) and Employee Benefits, we help you deepen relationships with key accounts, boost client retention, and provide an exceptional insured experience.
Features & Quick Stats
How Patra Helps Independent Agents/Brokers: Patra’s PolicyCheckingAI solution is the first of its kind, purpose built product to provide an automated policy checking workflow to insurance agencies. Our small accounts management solution, Patra Select, equips you with dedicated, P&C and benefits licensed account managers to manage and grow your books of small business. Patra Select provides A-Z account management servicing all under your brand management systems for commercial lines, personal lines, and/or employee benefits. Patra OnDemand simplifies your daily operations with expert efficiency and seamless service by handling your routine tasks, allowing your team to focus on building client relationships and advancing their careers.
AI Capabilities: Featuring Patra’s proprietary, patent-pending technology which combines advanced Artificial Intelligence (AI) capabilities with intuitive workflows and comprehensive policy checklists, Patra’s PolicyCheckingAI sets a new bar for checking policies with unsurpassed quality, accuracy and efficiency.
Partnerships: Vertafore Orange Partner, Assurex Global
Certifications/Awards: INC 5000 Company, SOC2 Compliant
Exclusive Catalyit Deal: Yes
Key Features:
- P&C, Employee Benefits, & Business Administration Processing
- Accounting & Billing
- Data Entry
- Small Accounts Management
- Virtual Assistant
- Print, Mail, & Virtual Mail
- Quality Control & Auditing
- Data Reporting
Website: patracorp.com
Contact: [email protected]
Headquarters: El Dorado Hills, CA
Number of Employees: 5000
Area of Operations: All States
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
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