Partner Webinar: People + Technology + Partners: Finding the Right Mix As Options Multiply

Today’s insurance organizations face a pivotal challenge: how to build an operating model that brings together the right people, the right technology, including AI agents, and the right partners to drive efficiency, growth, and exceptional client service. With an expanding universe of options, making the right choices—and making them work together—has never been more critical or more difficult.

In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems.

• Navigating the People + Technology Equation: Why finding the right operational mix is essential for agencies looking to scale effectively and serve clients better.
• Partnering with Your Preferred Systems: How Patra integrates seamlessly with the platforms you already rely on—like Applied Epic—to extend their value.
• From Selection to Execution: A practical look at how Patra helps clients evaluate their needs, choose the right blend of outsourced talent, AI process agents, and tech platforms, and operationalize that mix for measurable results.
• Real-World Impact: Examples of how insurance organizations have used Patra’s approach to reduce operational costs, improve processing speed, and free their teams to focus on revenue-generating activities.
• The Role of AI and Automation: How Patra’s AI solutions and hybrid workforce model complement your operational footprint to unlock new efficiencies across the policy lifecycle. 

This is brought to you by Patra.