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Who to call at Patra, and when

Fundz watches for the moments Patra starts buying, and tells you who to reach.

  • An alert the day Patra raises, hires an executive or expands, scored against what you sell
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Feature updatePatra launched an advanced AI platform designed to enhance insurance automation for all groups.

Jan 20, 2026
El Dorado HillsFinancial ServicesInsurance

Product Description

Patra announced major advancements for its AI platform, including support for Commercial Package policies and new subscription pricing. The platform aims to improve efficiency and accuracy for insurance agents and brokers.

Company Information

Company

Patra

Location

El Dorado Hills, California, United States

About

Patra is a leading provider of technology-enabled services to the insurance industry. 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 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. Patra is also a founding member of the InsurConneXtions Alliance, representing leaders across insurance technology, brokerage, wholesale, and specialty insurance, representing over $50 billion in insurance premiums. For more information, visit patracorp.com or follow us @Patracorp on Twitter and LinkedIn.

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Fundz sees it the moment Patra ships something new, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Market expansion signals
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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.