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Timing and accuracy are vital to insurance organizations when processing submissions, especially during peak times of the year when volumes increase, potentially leaving you with staffing challenges. Patra Submission and Clearance Services can handle this challenge by operating within your organization’s unique parameters and by extending best practices when applicable. Our team of process executives manage the submission from start to finish, expertly eliminating unnecessary handoffs. We conduct and complete an initial inspection of each submission, ensuring all information is listed and gather immediate clarification if necessary.

With more than four million hours of processing services completed annually, we maintain a superior level of expertise, dedicated to MGAs, wholesalers and insurance companies. Not only do we handle the processing, we ensure near real-time entry into your systems and offer 24-hour coverage, so we’re always available when you need us. Your journey into the future of insurance starts now.

Patra Service Explainer: Submissions & clearance

Patra’s submissions & clearance services operate within your organization’s unique parameters and extend the best practices when applicable.

Timing and accuracy are vital to insurance organizations when processing submissions, especially during peak times of the year. Our teams manage the submission from start to finish, expertly eliminating unnecessary hand-offs.

Find Out More

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About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.