Patra In Action – Certificate Issuance

May 17 2018

Patra has extensive experience working with national brokers to implement certificate issuance projects.

With one such broker, we began with a small-scale project that has evolved into an engagement in which Patra issues more than 2 million certificates annually. From a small pilot project in two remote offices, this agency saw the value of Patra and adopted the service nationwide.

Patra now issues more than 80% of the broker’s entire volume of certificates across more than 70 offices. Growing Aggressively through acquisition, Patra has enabled them to ease the growth transition for the acquired agency, eliminating retraining or AMS changes. Account managers simply forward requests to their Patra team and the certificate is issued seamlessly, increasing accuracy, reducing time spent on certificates and lowering costs. Roughly 40% of certificates are requested on a “rush” basis and issued within 1 to 4 hours of the request, addressing a critical resource challenge.