Areas of Expertise
Patra was founded as a resource for insurance brokerages to extend their ability to issue certificates at a lower cost and higher quality. Since then, we've expanded our service offerings to meet the diverse needs of our clients. From our specialist centers in India to our printing, mailing and operations centers in the United States, we've built an infrastructure that can grow with our clients.
Our risk-free trial period can show you just how we'll make your agency more efficient and effective by relieving the burden of repetitive, time-consuming and/or tedious tasks and letting you focus on what's important, your clients.
Our Services
- Certificate & Evidence Issuance
- Policy Checking
- Endorsement Processing
- Commercial & Personal Lines Quoting
- Cancellation & Reinstatement Notices
- Loss Run Ordering & Analysis
- Direct Bill Invoicing & Reconciliation
- Renewal Letters & Issuance
- Carrier Website Document Retrieval
- MVR Ordering
- System Conversion & Data Entry
- Printing & Mailing
- Proposal Preparation
- Policy Issuance
- Property Inspection Ordering
- Logging In Submissions for Quotes
- And more ...

