Patra Corporate Brochure
Technology-Enabled Solutions for the Insurance Industry Technology-Enabled Solutions for the Insurance Industry
- Page 2: Do you know where your business is
- Page 6: Our Modern Workforce Global Our glo
- Page 10: Business is Borderless. Being Truly
- Page 14: Connect with Patra: GLOBAL HEADQUAR
Do you know where<br />
your business is<br />
going? We do.<br />
We know your<br />
business.<br />
<strong>Patra</strong> is a leading provider of technologyenabled<br />
services for the insurance industry.<br />
Whether you are a broker or carrier, a<br />
managing general agent, or wholesaler,<br />
our team of global experts powers a full<br />
scope of insurance solutions, allowing<br />
your business profitable growth and<br />
organizational value.<br />
From personal and commercial lines<br />
to employee benefits, we support<br />
you as you sell, deliver and<br />
manage policies for your customers.<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview
Our solutions change<br />
the way insurance is<br />
sold and delivered<br />
to brokers, carriers,<br />
MGAs, & wholesalers.<br />
Our Solutions<br />
Insurance Processing<br />
<strong>Patra</strong> OnDemand<br />
Acquisition & Customer Experience<br />
<strong>Patra</strong> Direct<br />
Investing In Your Future<br />
At <strong>Patra</strong>, we are constantly implementing<br />
technology and automation that bring<br />
efficiencies to all insurance processes.<br />
Pair that with our diverse service<br />
offerings and insurance expertise, and<br />
we believe the future of technology<br />
innovation is yours to use.<br />
Blockchain<br />
Robotic Process Automation (RPA)<br />
Machine Learning (ML)<br />
Artificial Intelligence (AI)<br />
SOC 2 Certified<br />
Multi-Channel Experiences<br />
Data Intelligence and Reporting<br />
Digital Signature<br />
Optical Character Recognition (OCR)<br />
<strong>Patra</strong>’s expertise in executing critical insurance<br />
processes addresses your organization’s specific<br />
workload needs, improving efficiency, increasing<br />
productivity and growing your top-line revenue.<br />
Small Account Solutions<br />
<strong>Patra</strong> Select<br />
<strong>Patra</strong>’s managed service model is a flexible, powerful<br />
tool that allows you to increase profitability and grow<br />
your book of small accounts, whether they’re property<br />
& casualty, benefits or personal.<br />
Insurance Printing & Mailing<br />
<strong>Patra</strong> Document<br />
<strong>Patra</strong> offers full-service document fulfillment<br />
solutions. With state-of-the-art facilities, <strong>Patra</strong> acts<br />
as your in-house mailing department, improving<br />
productivity and business efficiency for distribution<br />
of your insurance documents.<br />
<strong>Patra</strong> delivers end-to-end solutions that leverage<br />
omni-channel contact center technology to manage<br />
the life cycle of the insurance customer experience.<br />
Insurance Technology<br />
<strong>Patra</strong>One<br />
<strong>Patra</strong>'s full suite of cloud-based InsurTech SaaS<br />
solutions apply proven insurance automation<br />
to drive tangible business results. From digital<br />
certificate access and distribution to insurance<br />
premium payments, <strong>Patra</strong> employs the latest<br />
technologies to facilitate the speed, accuracy and<br />
efficiency of your business.<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview
Our Modern Workforce<br />
Global<br />
Our global workforce enables access to a<br />
deep talent pool and flexibility to service<br />
our customers across all time zones.<br />
Around the Clock<br />
Our global processing teams operate around<br />
the clock to manage and deliver high quality<br />
service and response time.<br />
<strong>Patra</strong>'s success is made up of forward thinkers and<br />
industry experts across multiple insurance sectors.<br />
We apply the best hiring practices, establish<br />
pathways for professional development and drive<br />
a culture of employee satisfaction.<br />
Expertise<br />
More than 350 hours of insurance training<br />
modules and resources are available<br />
for employees through our innovative<br />
education platform, <strong>Patra</strong> University.<br />
Engaged<br />
Employees are dedicated to customer success.<br />
We foster a collaborative culture driving<br />
employee satisfaction and performance.<br />
U.S. Licensed<br />
We employ over 275 licensed agents<br />
in commercial lines, personal lines and<br />
employee benefits across all 50 U.S. states.<br />
Certified<br />
We offer opportunities for employees<br />
to acquire insurance certifications and<br />
designations.<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview
You Are in<br />
Good Company<br />
Our customers make up recipients of some of the<br />
most notable and highest-ranking recognitions within<br />
the insurance industry.<br />
Supporting<br />
the Industry<br />
62%<br />
60%<br />
We serve of the We serve<br />
Top 100 Brokers<br />
Business Insurance<br />
Top 10 Largest<br />
P&C Wholesalers<br />
Business Insurance<br />
70%<br />
30%<br />
We serve of the We serve<br />
Top 50 Commercial<br />
Lines Agencies<br />
Insurance Journal<br />
of the<br />
of the<br />
Top 10 Writers<br />
of P&C Insurance<br />
Insurance Information Institute<br />
<strong>Patra</strong> partners with leading<br />
insurance alliances to drive<br />
innovation. By taking part<br />
in those conversations, we<br />
add our voice and help shape<br />
where the industry is heading.<br />
We have done our due diligence and are<br />
thrilled to have found a highly reputable partner<br />
who will bring so much value to our members.<br />
Perry Braun, Executive Director<br />
Benefit Advisors Network<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview
Business is Borderless.<br />
Being Truly Global Matters.<br />
6 Processing Centers of Excellence: India, Philippines, U.S.<br />
3 Technology Development Centers: Canada, India, U.S<br />
The Power of <strong>Patra</strong> is in Our Global Workforce<br />
Over 5,000 team<br />
members globally.<br />
With our global workforce, we<br />
have the flexibility to service<br />
customers across all time zones.<br />
Our processing teams work<br />
around the clock delivering<br />
the highest level of service.<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview
<strong>Corporate</strong> Social<br />
Philanthropic Efforts<br />
Responsibility<br />
At <strong>Patra</strong> we believe in doing the right thing. This means engaging in<br />
philanthropic efforts where our employees live and work. <strong>Patra</strong> is committed<br />
to enriching and empowering our employees and communities through social,<br />
economic, and environmental impact.<br />
We're Different Together.<br />
At <strong>Patra</strong>, we recognize the power of our people and value our differences. We<br />
believe that having a diverse employee population and inclusive environment<br />
makes us a stronger company. The <strong>Patra</strong> Diversity and Inclusion Council aims to<br />
combat discrimination and promote a diverse and inclusive community built on<br />
the foundation of Honesty, Integrity and Respect. The Council will act as agents<br />
of change for <strong>Patra</strong>; advocating for awareness and understanding through<br />
Education, Communication and Collaboration. We seek to position <strong>Patra</strong> as a<br />
leader in our industry through our diverse, equitable and inclusive workforce.<br />
Community Engagement In-Action.<br />
One of the key pillars of corporate social responsibility is our community<br />
engagement. Globally, our employees contribute their time, resources, and<br />
passion to bring positive and lasting change in our communities to such<br />
initiatives as education projects for underprivileged children, blood donation<br />
drives, and rallies for social causes.<br />
Military Family<br />
Support<br />
Support K-12 children of military families<br />
through our philanthropic organization,<br />
<strong>Patra</strong> Proud.<br />
<strong>Patra</strong> creates military spouse employment<br />
opportunities through our paid training<br />
program, <strong>Patra</strong> Academy.<br />
Diverse & Inclusive<br />
Workforce<br />
We are committed to diverse<br />
representation, empowering employee<br />
engagement, and investing strategically<br />
in our communities.<br />
Sustainability<br />
Reduce our company carbon<br />
footprint through <strong>Patra</strong>’s globally<br />
distributed workforce model.<br />
Employee Giving<br />
<strong>Patra</strong>’s Employee Giving Campaign<br />
makes it easy for employees to<br />
contribute to qualifying organizations<br />
and proudly matches donations.<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview<br />
<strong>Patra</strong> | <strong>Corporate</strong> Overview
Connect with <strong>Patra</strong>:<br />
GLOBAL HEADQUARTERS<br />
1107 Investment Boulevard<br />
El Dorado Hills, CA, USA<br />
GLOBAL DELIVERY AND CONTACT CENTERS<br />
Varun Point Building<br />
Muralinagar, Visakhapatnam<br />
Andhra Pradesh 530007, India<br />
Vizag City Center<br />
Old Resapuvanipalem, Visakhapatnam<br />
Andhra Pradesh 530013, India<br />
Hanudev Infopark Pvt. Ltd., C Block<br />
Nava India Rd, Coimbatore<br />
Andhra Pradesh 530013, India<br />
Grand Meridian<br />
Fafhadih Chowk, Raipur<br />
Chhattisgarh 492009, India<br />
IBM Plaza<br />
8 Eastwood Ave.<br />
Brgy. Bagumbayan,<br />
Quezon City, Philippines<br />
(415) 884-8008 / patracorp.com<br />
© 2021 <strong>Patra</strong> Corporation. All rights reserved.