PHOENIX, Sept. 15, 2025 /PRNewswire/ — Millennial Shift Technologies (mShift) and Patra Corporation today announced a new strategic partnership that brings Patra’s OnDemand processing services directly into the mShift Marketplace, creating a fully integrated back–office servicing center for brokers and agents. Through this collaboration, mShift’s digital insurance distribution platform will become mShift–enabled and Patra–powered, allowing mShift users to outsource submission clearance, affidavit completion, AI–driven policy checking and stamping, and surplus lines filing without leaving the marketplace.
Comprehensive back–office services for a digital marketplace
mShift’s mFactor provides brokers with a streamlined quoting and binding experience, including a single point of entry, the ability to use their own forms and endorsements, and multiple bindable quotes.
Patra’s OnDemand service complements this digital experience by standardizing and simplifying insurance processing. For property and casualty operations, Patra provides end–to–end services including certificate issuance, policy checking, claims services, endorsement processing, and submission clearance. For business administration, Patra handles accounting and billing, commission posting, compliance and licensing, surplus lines filing, data entry and direct billing support. Patra’s AI–powered Policy Checking AI solution automates the capture, comparison and validation of policy data, helping agents reduce manual review time and improve accuracy.
Mark Meury, CEO of Millennial Shift Technologies, said:
“At mShift, we’re focused on building smarter, more connected distribution,” Meury noted. “Partnering with Patra to embed their OnDemand services into our marketplace is not just a technical upgrade—it’s a strategic shift that gives our partners and their agents the speed, clarity and confidence they need to deliver in a fast–moving market.”
JP Wiley, Vice President of Service Architecture at Patra, added:
“With over two decades of experience in process engineering and insurance operations, I’ve seen how bottlenecks in back–office workflows hold agencies back. Patra’s patent–pending AI solutions for policy checking and submission clearance allow brokers to offload manual tasks and maintain compliance while focusing on growth,” Wiley said, referencing his long track record of leading process improvement and using Patra’s AI to optimize policy checking.
“By integrating these capabilities with mShift’s digital marketplace, we’re giving brokers and MGAs an end–to–end solution for submission clearance, affidavit completion, stamping and surplus lines filing—all within a single platform.”
How the integration works
The combined solution will offer mShift users a seamless embedded experience inside the marketplace. The platform automates requests for submission clearance, affidavit completion, and AI–powered policy checking directly from the quote or bind screen. The system automatically routes tasks to Patra’s processing teams and provides status updates in real time. Once policies are bound, Patra handles surplus lines filing and returns stamped documents back into the mShift platform.
Patra’s policy–checking AI uses patent–pending technology and comprehensive checklists to capture and compare policy data. The solution delivers a standardized workflow and a color–coded discrepancy report, enabling rapid and accurate policy verification. These capabilities help insurance agencies reduce errors and omissions exposure while speeding up policy issuance.
About Millennial Shift Technologies (mShift)
Millennial Shift Technologies is a leading provider of custom–branded e–trading platform solutions, built to empower brokers with fast, efficient quoting, binding, and policy issuance across multiple distribution channels.
mShift leverages AI–driven data enrichment and real–time insights to give brokers the intelligence they need to make smarter, faster decisions. Founded in 2019 and headquartered in Phoenix, Arizona, mShift operates with a distributed team across the United States.
About Patra
Patra is a leading provider of technology–enabled insurance outsourcing services and AI–powered software solutions.
Through its PatraOne platform and OnDemand services, Patra optimizes the application of people and technology to support agencies, MGAs, wholesalers and carriers throughout the policy lifecycle. Patra’s global team of more than 6,500 process executives operates from geopolitically stable and democratic countries, enabling clients to achieve profitable growth and organizational value.
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SOURCE Millennial Shift Technologies, LLC
