(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