Every certificate, letter, and notice out the door on schedule without a mailroom of your own
Patra’s print, mail, and document processing service manages outbound and inbound correspondence for insurance organizations. It covers certificates, letters, notices, invoices, policies, and marketing materials, produced at our own document processing facility, and mailed daily. Returned mail is scanned and filed back into your management systems.
Printed communication has to happen every day, and it competes with the work that brings revenue in
Print and mail handling occupies people who could be on tasks that drive revenue.
Address formats that vary across holders, smaller insureds, and carrier certificates add production cost and time to every batch.
Mail that comes back has to be scanned, filed, and corrected in the management system, or the next mailing repeats the same error.
We serve as your in-house mailing department
Print requests arrive digitally or by direct mail, are processed and mailed on a daily basis, and inbound and returned mail is scanned back into your systems.
Our proprietary shipping software produces a standardized address cover sheet, bringing addresses across certificate holders, smaller insureds, and carrier certificates into one format.
Standardized formats allow double-window envelopes and folder/inserter machines, which reduce production cost and time.
We manage postal regulation, return mail processing, and customized document management workflows, removing the need for in-house or service team facilitation.
Each piece of returned mail is scanned and filed within your management systems, and addresses can be flagged, corrected, removed, or updated.
Print requests submitted digitally or by direct mail are processed and mailed the same day they are managed, giving customers a short turnaround.
Certificate endorsements, claims acknowledgment letters, company handbooks and policies, customer letters and mass mailings, direct bill letters, employee benefits kits, invoices, marketing collateral, notices of cancellation and claims, policies, and postcards.
Our own document processing facility combines mail processing and printing technology with a team of production experts.
The team is versed in insurance document requirements rather than general commercial print work.
The address standardization that makes the postal and production savings possible is Patra software, not an off-the-shelf mailing tool.
What goes out and what comes back are managed together, and both end up filed in the client's systems.
insurance documents printed and mailed annually.
Security and continuity
Patra maintains SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification, aligning data protection practices with global standards for security, availability, and confidentiality. Regular independent audits validate controls.
AES256 encryption for data at rest and in transit, encrypted GVPN connectivity, Active Directory authentication, and SIEM-based logging and alerting. Data loss prevention and single sign-on are enforced, administrative privileges are restricted, and USB storage is disabled.
We operate multiple processing centers in India and the Philippines under direct operational control, purpose-built for data protection and supporting load balancing during volume spikes or continuity events.
Audited business continuity and disaster recovery programs, including a Business Continuity Plan, Disaster Recovery Plan, and Security Incident Response Plan, support operational resilience through disruption.
What would your service team do with the hours it currently spends at the printer?
Let's make print and mail one less thing to manage.