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
  • Tele-underwriting

FNOL/CLAIMS SUPPORT

  • First Notice of Loss
  • Claim Data Input
  • File Management

TECHNOLOGY

Patra is “system agnostic” and can deliver processing solutions either by utilizing existing customer systems or on our proprietary technology platform.

 
 
 
 

 
 
 

WORKFLOW CAPABILITIES

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:

 
 
 
 
 

 
 
 
 

PRODUCT EXPERTISE

Commercial lines

 
 
 
 
 
 

 

 
 
 
 
 

Personal lines

 
 
 
 

 

 
 

2017 Highlights

20

Direct Writer Customers

$150M

Premium Managed

42,000

Policies Managed

50

Corporately Licensed States

100+

Licensed Insurance Agencies

1,622

INC 5000 RANKING

Should You Choose Patra?

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