Our Services

Our Services

How it Works
  • Certificate of Insurance Issuance & Delivery
    • Certificates & Evidences
    • CG, Blanket & Special Endorsements
    • Municipal & Governmental Forms
    • New Business
    • Renewals
      • Renewal Notice Letters
      • Update Masters & Holders
      • Issue Renewal Certificates & Endorsements
  • Direct Bill Invoicing & Reconciliation
  • Loss Run Ordering & Analysis
  • Policy Checking & Auditing
    • Workers Comp
    • Businessowners Policy
    • Umbrella / Excess
    • Commercial Auto
    • Commercial Property
    • Commercial General Liability
    • Inland Marine
    • Commercial Crime
    • EDP, A/R, Installation & Equipment
    • Professional Liability
    • Employment Practices Liability
    • Preparation of Summary of Insurance Letters
  • Carrier Document Retrieval & Distribution
    • Notification & Policy Downloading
    • Imaging & Indexing
    • Filing to Document Management System
    • Delivery to Insured & Account Management
  • DMV MVR & Credential Verification
  • Report Creation & Submission
  • Quoting & Proposal Preparation
    • Workers Comp
    • Homeowners, Auto, Umbrella
  • Benefits Plans
    • Proposal Preparation
    • Records Verification
    • Data Entry
  • Certificate Tracking
    • Standard Contracted Projects & Properties
    • OCIP / CIP / Wrap Projects

Please contact Patra if you would like to discuss a specific need not listed here.

Patra is happy to evaluate your situation and give you an idea of how much you can save by using the Patra services.
Contact us at 415-595-9987 for a free analysis that only takes a couple of minutes.

How it Works
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How it Works

The following is a generalized summary of how a typical project is implemented at Patra:

1.

Our implementation team comes to your facility to learn and document your processes and requirements. This can usually be accomplished with a one-day meeting at your offices.

2.

The implementation team delivers the documented processes to Patra India, where they train a dedicated team of professionals on your specific processes.

3.

After trial processing, work requests are emailed or faxed by you to your Patra India team at a rate that is comfortable to you. Your Patra India team remotely accesses your systems (identical to remote use by your current employees), performs the requested work, and delivers the resulting documents in the exact manner and with the exact look that you use now.

4.

You always have the ability to view the status of any work being performed using our worldwide process workflow web application, as well as seeing live statistical data on completed work.