Patra by Patra Corp

Patra

Joined July 2024 | Last Updated March 2026

Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting independent insurance agencies as they sell, deliver, and manage policies and customers through our PatraOne platform.

Features & Quick Stats

Best for

retail agencies of all sizes

Key Features

  • Commercial and Personal lines of business
  • 900+ point check list
  • 100% backlog elimination
  • 99.5% Accuracy Rates
  • 80% Faster Than Manual Processing

How Patra Helps Independent Agents & Brokers

The Patra AI Technology platform delivers a suite of advanced AI-powered solutions to automate complex insurance processes, enhance accuracy, and free agency teams to focus on growth. Patra’s best-in-class outsourcing services include insurance processing, small accounts management, print and virtual mail, virtual assistants, and more.

AI Capabilities

  • Policy Checking AI enables insurance agency teams to set a new bar for checking policies with unsurpassed quality, accuracy and efficiency in-house. Proprietary, patent-pending technology which combines advanced AI capabilities with intuitive workflows and comprehensive policy checklists.
  • Policy Data Extract AI automatically identifies and extracts key data points, structures them for analysis, and returns the structured data to the user to manage and apply within existing systems, such as data lakes and business intelligence tools.
  • Quote Compare AI automatically extracts key data points from quote documents, standardizes the information, and creates professional comparisons. Expert review ensures accuracy while maintaining speed, and the final output is delivered in your preferred format.

Partnerships

Vertafore Orange Partner, Assurex Global, NetVU, and more.

Certifications & Awards

Patra holds an ISO/IEC 27001: 2022 Certification and SOC 2 Type 2 Compliance. Patra named among Inc 5000’s fastest growing companies in 2023.

Enhancements & Additional Information

Subscriber Deals

Special Offer on Policy Checking AI and Quote Compare for Catalyit Subscribers. Free 14-day free trial and new subscription pricing. Learn More

 

 

Patra Videos

Catalyit Coffee Chat with Patra

Catalyit Coffee Chat with Patra

Patra AI Product Spotlights
Patra Product Spotlight

Patra AI Product Spotlights

The Patra Perspective
The Patra Perspective

The Patra Perspective

Patra Policy Checking AI Demo
Patra logo

Patra Policy Checking AI Demo

Patra Resources

How Tariffs Could Impact Tech in Independent Insurance Agencies

How Tariffs Could Impact Tech in Independent Insurance Agencies

June 4, 2025 2 min read
2025 Tornado Season: Are Retail Insurance Agencies Prepared?

2025 Tornado Season: Are Retail Insurance Agencies Prepared?

March 20, 2025 4 min read
5 AI Opportunities for Retail Insurance Agencies in 2025
AI
AI

5 AI Opportunities for Retail Insurance Agencies in 2025

February 20, 2025 4 min read
How to Succeed with AI
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How to Succeed with AI

January 15, 2025 3 min read