Patra

Posts by Patra
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
AI

How to Succeed with AI

January 15, 2025 3 min read
Press Release: Patra Announces New AI-Powered Services Suite

Press Release: Patra Announces New AI-Powered Services Suite

December 11, 2024 2 min read
Press Release: Patra announces Policy Checking AI, self-service version

Press Release: Patra announces Policy Checking AI, self-service version

November 15, 2024 3 min read

Latest in the Vault

Watch recordings of our live sessions, featuring the Catalyit Team and other industry experts discussing today's hot topics, latest tech trends, and product demos. 

Exdion Eye Q Demo

Exdion Eye Q Demo

November 20, 2025
Cutting the Paperwork: Automated Certificate Issuance

Cutting the Paperwork: Automated Certificate Issuance

November 18, 2025
Agency Compensation 360: Analytics Deep Dive

Agency Compensation 360: Analytics Deep Dive

November 17, 2025

Operationally Speaking with Casey Nelson

Operationally Speaking is where Casey breaks down the latest insurance tech trends and tools with a dash of humor and real-world insights—because running an agency shouldn’t feel like explaining memes to your parents.

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

October 1, 2025
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

October 1, 2025
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

October 1, 2025

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