Patra Corporate Brochure

Do you know where
your business is
going? We do.
We know your
business.
Patra is a leading provider of technologyenabled
services for the insurance industry.
Whether you are a broker or carrier, a
managing general agent, or wholesaler,
our team of global experts powers a full
scope of insurance solutions, allowing
your business profitable growth and
organizational value.
From personal and commercial lines
to employee benefits, we support
you as you sell, deliver and
manage policies for your customers.
Patra | Corporate Overview
Patra | Corporate Overview

Our solutions change
the way insurance is
sold and delivered
to brokers, carriers,
MGAs, & wholesalers.
Our Solutions
Insurance Processing
Patra OnDemand
Acquisition & Customer Experience
Patra Direct
Investing In Your Future
At Patra, we are constantly implementing
technology and automation that bring
efficiencies to all insurance processes.
Pair that with our diverse service
offerings and insurance expertise, and
we believe the future of technology
innovation is yours to use.
Blockchain
Robotic Process Automation (RPA)
Machine Learning (ML)
Artificial Intelligence (AI)
SOC 2 Certified
Multi-Channel Experiences
Data Intelligence and Reporting
Digital Signature
Optical Character Recognition (OCR)
Patra’s expertise in executing critical insurance
processes addresses your organization’s specific
workload needs, improving efficiency, increasing
productivity and growing your top-line revenue.
Small Account Solutions
Patra Select
Patra’s managed service model is a flexible, powerful
tool that allows you to increase profitability and grow
your book of small accounts, whether they’re property
& casualty, benefits or personal.
Insurance Printing & Mailing
Patra Document
Patra offers full-service document fulfillment
solutions. With state-of-the-art facilities, Patra acts
as your in-house mailing department, improving
productivity and business efficiency for distribution
of your insurance documents.
Patra delivers end-to-end solutions that leverage
omni-channel contact center technology to manage
the life cycle of the insurance customer experience.
Insurance Technology
PatraOne
Patra's full suite of cloud-based InsurTech SaaS
solutions apply proven insurance automation
to drive tangible business results. From digital
certificate access and distribution to insurance
premium payments, Patra employs the latest
technologies to facilitate the speed, accuracy and
efficiency of your business.
Patra | Corporate Overview
Patra | Corporate Overview

Our Modern Workforce
Global
Our global workforce enables access to a
deep talent pool and flexibility to service
our customers across all time zones.
Around the Clock
Our global processing teams operate around
the clock to manage and deliver high quality
service and response time.
Patra's success is made up of forward thinkers and
industry experts across multiple insurance sectors.
We apply the best hiring practices, establish
pathways for professional development and drive
a culture of employee satisfaction.
Expertise
More than 350 hours of insurance training
modules and resources are available
for employees through our innovative
education platform, Patra University.
Engaged
Employees are dedicated to customer success.
We foster a collaborative culture driving
employee satisfaction and performance.
U.S. Licensed
We employ over 275 licensed agents
in commercial lines, personal lines and
employee benefits across all 50 U.S. states.
Certified
We offer opportunities for employees
to acquire insurance certifications and
designations.
Patra | Corporate Overview
Patra | Corporate Overview

You Are in
Good Company
Our customers make up recipients of some of the
most notable and highest-ranking recognitions within
the insurance industry.
Supporting
the Industry
62%
60%
We serve of the We serve
Top 100 Brokers
Business Insurance
Top 10 Largest
P&C Wholesalers
Business Insurance
70%
30%
We serve of the We serve
Top 50 Commercial
Lines Agencies
Insurance Journal
of the
of the
Top 10 Writers
of P&C Insurance
Insurance Information Institute
Patra partners with leading
insurance alliances to drive
innovation. By taking part
in those conversations, we
add our voice and help shape
where the industry is heading.
We have done our due diligence and are
thrilled to have found a highly reputable partner
who will bring so much value to our members.
Perry Braun, Executive Director
Benefit Advisors Network
Patra | Corporate Overview
Patra | Corporate Overview

Business is Borderless.
Being Truly Global Matters.
6 Processing Centers of Excellence: India, Philippines, U.S.
3 Technology Development Centers: Canada, India, U.S
The Power of Patra is in Our Global Workforce
Over 5,000 team
members globally.
With our global workforce, we
have the flexibility to service
customers across all time zones.
Our processing teams work
around the clock delivering
the highest level of service.
Patra | Corporate Overview
Patra | Corporate Overview

Corporate Social
Philanthropic Efforts
Responsibility
At Patra we believe in doing the right thing. This means engaging in
philanthropic efforts where our employees live and work. Patra is committed
to enriching and empowering our employees and communities through social,
economic, and environmental impact.
We're Different Together.
At Patra, we recognize the power of our people and value our differences. We
believe that having a diverse employee population and inclusive environment
makes us a stronger company. The Patra Diversity and Inclusion Council aims to
combat discrimination and promote a diverse and inclusive community built on
the foundation of Honesty, Integrity and Respect. The Council will act as agents
of change for Patra; advocating for awareness and understanding through
Education, Communication and Collaboration. We seek to position Patra as a
leader in our industry through our diverse, equitable and inclusive workforce.
Community Engagement In-Action.
One of the key pillars of corporate social responsibility is our community
engagement. Globally, our employees contribute their time, resources, and
passion to bring positive and lasting change in our communities to such
initiatives as education projects for underprivileged children, blood donation
drives, and rallies for social causes.
Military Family
Support
Support K-12 children of military families
through our philanthropic organization,
Patra Proud.
Patra creates military spouse employment
opportunities through our paid training
program, Patra Academy.
Diverse & Inclusive
Workforce
We are committed to diverse
representation, empowering employee
engagement, and investing strategically
in our communities.
Sustainability
Reduce our company carbon
footprint through Patra’s globally
distributed workforce model.
Employee Giving
Patra’s Employee Giving Campaign
makes it easy for employees to
contribute to qualifying organizations
and proudly matches donations.
Patra | Corporate Overview
Patra | Corporate Overview

Connect with Patra:
GLOBAL HEADQUARTERS
1107 Investment Boulevard
El Dorado Hills, CA, USA
GLOBAL DELIVERY AND CONTACT CENTERS
Varun Point Building
Muralinagar, Visakhapatnam
Andhra Pradesh 530007, India
Vizag City Center
Old Resapuvanipalem, Visakhapatnam
Andhra Pradesh 530013, India
Hanudev Infopark Pvt. Ltd., C Block
Nava India Rd, Coimbatore
Andhra Pradesh 530013, India
Grand Meridian
Fafhadih Chowk, Raipur
Chhattisgarh 492009, India
IBM Plaza
8 Eastwood Ave.
Brgy. Bagumbayan,
Quezon City, Philippines
(415) 884-8008 / patracorp.com
© 2021 Patra Corporation. All rights reserved.