Patra Proud, Patra’s philanthropic organization, hosted its 3rd Annual Bay Area Golf Scramble on October 15, 2018 at Hiddenbrooke Golf Club in Vallejo, CA. The charity event raised over $30,000 to directly benefit military families, providing support, including school supplies and clothing, and a scholarship program for high school seniors of families experiencing deployment.

Patra has extensive experience working with brokers of all sizes to implement certificate issuance solutions. Patra's flexible OnDemand solutions can scale to efficiently support cert issuance, with tailored workflows to manage the most complex certificates and those that need to be rushed, as well as managing renewal volumes. Patra's services grow with your agency. We enjoy a long-term client partnership that began with a small project and has evolved into more than 2 million certificates annually. From a small pilot project in two remote offices, this agency saw the value of Patra and adopted the service nationwide.

An effectively managed agency management system (AMS) means that an agency can be confident in its ability to service customers and run meaningful reports. Converting or consolidating agency management systems is an opportunity for an agency to rethink its data structure and review procedures to ensure effective, reliable data. For many years Patra has been providing migration services for agencies. Below is an overview of one such engagement.

A mid-sized agency in California came to Patra with a considerable challenge. Some of their account managers were so busy that they didn’t have the time or resources to check policies and therefore developed a year-long backlog of policies to be checked. This exposed the agency to huge E&O concerns.