Patra
AI-powered managed back-office services for insurance agencies and carriers, with licensed teams and expert validation.
Company basics
- HQ
- United States
- Founded
- 2005
- Delivery model
- Hybrid (shared operation)
- Pricing model
- Not disclosed
Scope
- Industries
- Insurance
- Regions
- India, Philippines, United States
- Languages
- English (site only)
About Patra
Patra is an outcomes-based operating partner for insurance, combining an agentic automation platform with expert teams. Its AI-powered managed services cover policy checking, certificate of insurance processing, small account management, virtual assistants, call center services and print and mail. The company reports more than 800 workflows, over 25 million transactions a year and 99%-plus platform accuracy with expert validation, and says it works with existing agency management systems without rip and replace. Patra states that it staffs operations with licensed professionals, is SOC 2 Type II audited annually and ISO/IEC 27001 certified, and covers all engagements with E&O insurance. It is headquartered in El Dorado Hills, California, with delivery in the US, India and the Philippines. FTV Capital invested as a growth partner in 2022.
What they do
- End-to-end delivery (you don't operate the tools)Source · checked 2026-10-02Homepage: AI-powered managed services for insurance back-office operations.
- Human review includedSource · checked 2026-10-02Homepage: 99%+ platform accuracy with expert validation.
- Signed off by licensed professionals (CPA, attorney…)Source · checked 2026-10-02Homepage: licensed professionals staffing operations.
- Works inside your existing systemsSource · checked 2026-10-02Homepage: works with existing AMS systems; no rip and replace.
Pricing
- Pricing model
- Not disclosed
- Published starting price
- Not published
- Pricing page
- Not published
Evidence of outcomes
BOutcomes reported by the company or its investors.Homepage and about page self-report 800+ workflows, 25M+ transactions and 99%+ accuracy with expert validation; no third-party check. Founded 2005 per about page (homepage implies about 2006). Old company repositioned around agentic AI, so AI-native is the company's own framing. Security and terms pages were not found (404).
A: third-party verifiable outcomes · B: outcomes reported by the company or its investors · C: no publicly verifiable outcomes yet. Demos, forecasts and slogans do not count.
FAQ
What does Patra do?
It runs insurance back-office work, such as policy checking, certificates of insurance, small account management and call center support, with AI and expert teams.
Does it replace our agency management system?
No; the homepage says it works with existing AMS systems and needs no rip and replace.
What certifications does Patra state?
Its about page states SOC 2 Type II audited annually and ISO 27001 certification, and says all engagements are covered by E&O insurance.
Where does Patra operate?
It is headquartered in El Dorado Hills, California, with operations in the United States, India and the Philippines.
Our read
Editorial view based on public information — not an endorsement.
Capabilities
| Check | Status | Source |
|---|---|---|
| End-to-end delivery (you don't operate the tools) | Confirmed | Source · checked 2026-10-02Homepage: AI-powered managed services for insurance back-office operations. |
| Human review included | Confirmed | Source · checked 2026-10-02Homepage: 99%+ platform accuracy with expert validation. |
| Signed off by licensed professionals (CPA, attorney…) | Confirmed | Source · checked 2026-10-02Homepage: licensed professionals staffing operations. |
| Works inside your existing systems | Confirmed | Source · checked 2026-10-02Homepage: works with existing AMS systems; no rip and replace. |
| Private / on-prem deployment available | Not stated | — |
| API or data export | Not stated | — |
| Multilingual delivery | Not stated | — |
Commitments
| Check | Status | Source |
|---|---|---|
| Public delivery SLA | Not stated | — |
| Outcome-based pricing | Not stated | — |
| Refund / satisfaction guarantee | Not stated | — |
| Customer data not used for training | Not stated | — |
| SOC 2 | Confirmed | Source · checked 2026-10-02About page: SOC 2 Type II audited annually (self-statement, report not seen). |
| ISO 27001 | Confirmed | Source · checked 2026-10-02About page: ISO 27001 certified (self-statement). |
| HIPAA | Not stated | — |
| GDPR | Not stated | — |
| Named party responsible for outcomes | Confirmed | Source · checked 2026-10-02About page: all engagements covered by Patra E&O insurance. |
Funding
FTV Capital named as growth investor (2022); no amount statedAnnouncement
How we check
Every check below links to its source and shows when we checked it. "Not stated" means we found no public statement — it does not mean "no".
Other routes
Use a tool yourself
Sources
- Company website: https://www.patracorp.com/
- SOC 2: https://www.patracorp.com/about
Change history
- 2026-10-02 · Listed on Toolsfine