Maximizing the Value of Insurance Processing, Directly to the Customer
Patra Direct Services
Patra Direct offers end-to-end solutions that address acquisition and customer experience for direct writers of insurance. Since 2005, Patra has been a leading innovator of strategic insurance processing, providing solutions that address the needs of carriers, direct writers and the largest broker networks in the country.
Patra leverages omni-channel technology, providing the ability to manage the entire lifecycle of customer experience, regardless of channel, inbound or outbound— voice, chat and chatbots, email, click to call, social media monitoring, digitization at the source, website analytics and more.
CUSTOMER CONTACT CENTER
- Policy Acquisition & Premium Generation
- Cross-sell & Up-sell
- Endorsement Processing and Distribution
- Policy retention
- Lead qualification
POLICY OWNER SERVICE
- Payment Processing for New, Renewal and Endorsement Premiums
- Customized Payment Portal Development
- First Notice of Loss
- Claim Data Input
- File Management
Patra is “system agnostic” and can deliver processing solutions either by utilizing existing customer systems or on our proprietary technology platform.
All Patra services are provided by employed agents holding the appropriate insurance licensing and possessing the necessary insurance experience and customer service training. Key services provided include:
Direct Writer Customers
Corporately Licensed States
Licensed Insurance Agencies
INC 5000 RANKING
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