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Benefits services that deliver

My name is Gwen Jacob and I’m the employee benefits solution architect here at Patra.

When we think about the eligibility process it really was a manual process. Agencies were going into carrier websites and manually entering information taking paper applications, entering those paper applications or sending them via email.

Case build really is a critical part of the eligibility process just simply because we want to make sure that the plans are communicated properly to the employees, we want to make sure that the rates that are entered are accurate, and we also want to make sure that all of the benefit plans that are entered are compliant so that way when the employers are reviewing the information they know that what they’re reviewing is correct.

Moving into a platform like an employee navigator really has been beneficial for companies and agencies just simply because it removes a lot of the risk and it does provide a sense of security for employees whenever they’re able get access to care because their information has been entered correctly.

For over twenty years, Patra has been a leader in tech enabled insurance outsourcing services. Working with an outsourcing company you have the benefit of increased efficiency and accuracy. We work off of standard operating procedures and because we do that it’s repetitive tasks we understand how to do it and we don’t expect you to be experts at it.

Once benefits are enrolled into a benefits administration platform there really are a lot of safeguards that they’ll find within the system. For instance, there’s automated validation checks, there’s a reduction in manual data entry, there are quality control measures that are standardized within the system, as well as audit maintenance. We’re able to pull reporting and we’re able to do audits and reconciliation based upon the information that’s entered into the system.

The biggest benefit to outsourcing for agencies is simply scalability. They really don’t have the resources on their team to complete these case builds whenever it comes to growth and peak seasonality. Being able to lean into something like an outsourcing company to get that done within a certain period of time and just knowing that it’s done correctly is super important especially in those peak seasons.

In addition to scalability you have increased accuracy because you have a team that is doing this continuously day after day they know the steps and they know the ins and outs of the system. You also will find that it’s going to be a complete time saver and cost efficient for you.

For anyone that’s ever tried to build a case within a BenAdmin platform they know it’s time consuming so just being able to save your team time is worth so much money in itself and it allows your team members to get away from their desk and really focus on what matters which is client relationships.

Transformative case building for employee benefits services

Patra's expert employee benefits services streamline case building and business administration, ensuring accuracy and saving you time. Outsource with a leader.

Discover how precise case building transforms the delivery of employee benefits. This video highlights the critical role of expert employee benefits services in streamlining the eligibility process, ensuring plans are communicated with accuracy and compliance. Learn how modern platforms enhance security and how outsourcing key business administration tasks can boost scalability and efficiency. By optimizing these processes, your team can save valuable time and focus on building stronger client relationships.

The Patra advantage:

Expert employee benefits services

Streamline complex processes with our services, transforming manual tasks into an efficient, secure, and scalable operation for your agency.

Master your case building process

Our dedicated teams ensure all plan details and rates are entered with precision, building a solid and compliant benefits foundation.

Optimize your business administration

We remove significant burdens from your team by handling repetitive but essential administrative tasks with expert efficiency and accuracy.

Managing employee benefits is a complex but vital function for any organization. Patra’s expert employee benefits services are designed to streamline this entire process, from initial setup to ongoing maintenance, ensuring accuracy and compliance every step of the way. We transform the traditionally manual and time-intensive tasks of benefits management into an efficient, secure, and scalable operation for your agency. By leveraging advanced platforms and standardized procedures, we mitigate risks associated with manual data entry and outdated methods.

A critical component of this process is case building. Our dedicated teams ensure that all plan details and rates are entered correctly, providing a solid foundation for your benefits program. This meticulous approach to business administration removes significant burdens from your internal teams. Outsourcing these repetitive yet essential tasks allows your staff to shift their focus from desk work to what truly matters: cultivating strong client relationships. Our services offer unparalleled efficiency and scalability, especially during peak seasons, giving you the confidence that your clients’ employee benefits are managed by seasoned experts. This strategic partnership saves you valuable time and resources, delivering a powerful return on investment and supporting your agency’s growth.

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About Patra

Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.