Patra Corporation Announces Epic Migration Offerings
Services Expected to Accelerate Conversions to Applied’s New Systems
Patra Corporation announces availability of its Epic data migration and user training services, enabling companies to more cost- effectively deploy Applied Systems Epic. Through its outsourced data preparation, document conversion, data migration, and training services, Patra has been helping Applied customers migrate from Vision and TAM to higher quality Epic deployments in record time.
Patra’s Epic migration services are designed for Applied customers that are moving or planning to move to the new Epic system and could benefit from reduced costs for components of their implementation. With referrals from Applied’s Technical Services and Client Services teams and from its own large family of TAM and Vision users, Patra has undertaken numerous projects assisting customers in their movement to Epic.
Projects underway that enhance migrations
Customer projects include verifying that Vision and TAM information such as Applications, Client Details, and Policy Details are complete, contain acceptable data values, and have data in the correct fields prior to transfer to Epic. When these conditions are not met, client records are researched to obtain correct and cleansed values for the data fields. Such work, requiring precision and attention to detail, cannot be performed mechanically, but requires the keen attention of a skilled professional familiar with both systems. As an alternative to data bridges for transferring data into the new system, some organizations find it more cost-effective to use a direct data entry approach and hire Patra to manually copy information from the old system into Epic.
Other projects modify and tune the large libraries of Attachments, documents, and reports an agency has developed and are necessary for its ongoing operations. Word documents such as proposals and renewal solicitations must be adjusted to draw information from new data elements in Epic. The many reports, such as those for producer and agency production that are to be migrated to Epic’s exciting new Report Manager, must be revised to operate within the new software environment. Careful, manual adaptation by Patra’s specialists is necessary to ensure error-free operation at system startup.
Customer end users and Patra’s own employees are trained on Epic by Patra’s veteran training staff. With many years of agency training experience, Patra’s trainers use newly developed workflows and web technology to communicate both the power and the nuances of the Epic system.
Managing agency back offices
Patra also carries out the back-office account management functions of daily agency life for over twenty Applied customers. On Applied’s Vision, TAM, and now EPIC, the processes of certificate issuance, policy checking, commercial & personal lines quoting, loss run ordering, endorsement handling, submissions, renewals, and more are performed offsite by Patra’s international workforce. Customers are saving over 40% on labor costs and reporting higher quality and employee morale.
About Patra Corporation
Founded in 2005, Patra Corporation is the worldwide leader in agency back-office and account management business process outsourcing. The company offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of client support functions to its operations centers in the U.S. and India.
