Patra Joins ACT

Patra is the newest company to join the Big “I” Agents Council for Technology (ACT). Patra is a leading provider of insurance AI-powered software and technology-enabled outsourcing services.
“AI is an undeniable part of the future for the independent agency channel. One of ACT’s key priorities is to equip independent agents to make informed decisions about implementing AI for the benefit of their agencies and their customers while also managing the risks and noise in this fast-evolving landscape,” says Kasey Connors, ACT executive director. “As we gather industry stakeholders to equip the insurance distribution system with insights and resources, we’re excited to welcome Patra to our AI workgroup.”
Patra delivers cutting-edge AI-powered software solutions designed specifically for insurance organizations, with a particular focus on empowering independent agencies and brokerages. Through its Patra AI platform, Patra’s patent-pending AI programs modernize critical insurance processes, including policy checking and quote comparison. These intelligent automation tools optimize the entire policy lifecycle while modernizing agency operations, from streamlined document processing to enhanced customer service delivery.
“With over 20 years exclusively focused on the insurance industry, we understand the unique challenges independent agents face in today’s competitive marketplace,” says Will Dogan, senior vice president of product and service line management at Patra. “Our AI-powered solutions are specifically designed to give independent agents a technological edge—automating routine tasks, improving accuracy, and freeing up time to focus on client relationships and business growth. We’re excited to collaborate with ACT to help independent agents harness AI technology strategically and successfully.”
Learn more about Patra.
The Agents Council for Technology (ACT) is a program of the Independent Insurance Agents & Brokers of America (the Big “I”) that provides a forum for agents, carriers, vendors, and thought leaders to collaborate on industry technology issues. ACT supports agencies’ business goals by providing valuable industry insights, tools and a collective voice for the future of the independent agency channel.