patra at a glance recognition - patra | powering insurance … · 2021. 1. 15. · patra is a...
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(418) 884-8008 / patracorp.com
Patra at a Glance
Headquarters El Dorado Hills, CA
Industry Insurance BPO & InsurTech
Year Founded 2005
Locations U.S., Canada, India, Philippines
Ownership Privately Held
Management TeamJohn Simpson CEO/Co-Founder
Simon Davis CFO
Bob Murphy CRO
Jane Rheem CIO, Data & Analytics Officer
Matt Easterlin COO, Int’l Operations
Eliseo Ruiz CLO
Tony Li CTO
Matt Hewitt CDO
82KTotal Policies
Managed
$250MSelect Premium
Managed
4M+Certificates
Issued Annually
160+Distinct Insurance
Processes
223US Customers Representing 476 Offices
2M+Omni-Channel
Customer Contacts
The Patra Advantage
>4MHours of Processing Services Completed
Annually
68%of Top 25 Agencies
are Customers
Four years in a row, Patra was named to the Inc. 5000 list, which ranks America’s fastest growing companies on percentage of revenue growth.
The Top Insurance Workplace program was set up to recognize companies that have a great workplace. We couldn’t be more honored that our employees voted Patra three times as a fun, happy and exciting place to work.
#1Servicer of Small
Commercial Accounts
2,902INC 5000 Ranking
July 2021
Recognition
Patra is a leading provider of technology-enabled 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 services, allowing your business profitable growth and organizational value.
FACT SHEET
(418) 884-8008 / patracorp.com
Insurance Services
Corporate Social Responsibility
Insurance Processing Patra OnDemand
Patra’s processing experts and consultants address an organization’s
specific workload needs to improve efficiency, increase productivity and
grow top-line revenue.
Small Account Solutions Patra Select
Patra’s managed service model is a flexible, powerful tool to manage or
grow small accounts, whether they’re P&C, benefits or personal.
Patra delivers end-to-end solutions that leverage omni-channel contact center technology to manage the life cycle of
the insurance customer experience.
Acquisition & Customer Experience Patra Direct
Patra offers full-service document fulfillment services. State-of-the-art
facilities print, mail and process millions of insurance documents each year.
Insurance Printing & Mailing Patra Document
Insurance Technology PatraOne
Cloud-based solutions providing digital certificate delivery, premium payment
and underwriting automation.
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.
July 2021
Corporately Licensed in 50 States
3 Technology Development Centers: Canada, India, U.S.
6 Processing Centers of Excellence: India, Phillipines, U.S.
4,200+Passionate Team Members Globally
The Power of Patra is in Our Global Workforce
275+Licensed Insurance Professionals in 43 States