Catalyit Coffee Chat with Patra

The Rundown

Steve Forte of Patra explores how the company’s AI-powered tools and tech-enabled outsourcing are reshaping the insurance workflow, without losing the human touch.

The Context

• Patra’s tools focus on commercial lines, with software that streamlines policy checking and quote comparisons.
• Their approach merges automation with human expertise, relieving agencies of routine tasks while boosting accuracy.
• The company champions a hybrid model — technology handling the tedious tasks and humans leading the critical thinking.
• Steve also teases future enhancements and emphasizes the role of tech in achieving long-term efficiency gains.

Why it Matters

As insurance agencies face a rising workload and shrinking margins, Patra’s approach serves as a blueprint for scaling smartly. It’s not about replacing agents with AI — it’s about freeing them to do more of what they’re great at: advising clients and building trust.

Watch now to see how Patra can work for you!