Patra powers insurance processes by optimizing the application of people and technology,
supporting insurance organizations as they sell, deliver, and manage policies and customers
through our PatraOne platform. Patra’s global team of over 6,000 process executives in
geopolitically stable and democratic countries that protect data allows agencies, MGAs,
wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational
value.
Demographics
- Industry | Financial Services
- Headquarters | El Dorado Hills, CA
- Founded | 2005
- Employees | 3,000+
- Existing ERP | MSFT GP
- Other Systems | Chrome River, ADP,
PatraOne (proprietary)
NetSuite Solution
- NetSuite | Kristyn Koelewyn
- Modules | Corey Ruane, Rob Cupka
- Interfaces | Banking, Payroll, Revenue,
Assets
Sales Team
- NetSuite | Brenna Myers, Kyle Milligan, Phil
Robinson - Caravel | David Tillotson, Erica Kyriakides
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Patra will deploy NetSuite in a
multi-phase approach with core functionality and integrations deployed in 6 months.
