Case builds, renewals, and open enrollment setup pull your team into the BenAdmin system when they should be with clients
Patra does the configuration work. Patra’s benefit technology services cover the work that happens inside benefits administration platforms: new group builds, annual renewal changes, open enrollment setup, data migrations, data exchange requests, EDI connectivity, and notifications support. A specialized employee benefits team does the configuration in your clients’ BenAdmin systems. The service is for retail agencies and brokers administering employee benefits books across multiple platforms.
Benefits platform work has to be done, and it lands on people who were hired for something else
A basic build and a complex build with variable class structures take the same specialist knowledge, and the complex ones take it for longer.
Keeping a whole book current is continuous work, and it competes directly with client time.
The system has to be assessed and live before the window opens. There is no version of that deadline that moves.
Patra takes the configuration work inside benefits administration platforms, from initial setup through the annual cycle
Whether it is a basic build or a complex build with variable class structures, Patra completes system setup, configuration, and data import for your clients' employee benefit plans across a range of BenAdmin platforms.
Patra makes the necessary updates on time and accurately, so managing the book does not compete with serving it.
Patra reviews and enters benefit plan changes, sets up a communication strategy, downloads new documentation for employee education, and assesses the enrollment system before it goes live.
Data exchange requests, ACA measurement setup, and guidance on customizing a client's BenAdmin configuration.
More than 500 people on Patra's specialized employee benefits team, with extensive benefits administration experience and expertise across BenAdmin systems.
Patra has worked in technology-enabled insurance operations for more than 20 years.
Patra's global team performs the build. A US-based service associate tests the case and makes corrections before it goes back for sign-off.
Patra works across benefits administration platforms rather than steering clients toward one.
The team is kept current on platforms and practice, not trained once at onboarding.
A team built for benefits platform work
How to start
The employer group is assigned to Patra. Output: a named case and an owner.
Patra obtains plan-specific information from the broker or group. Output: the plan data needed to build.
Patra's global team builds employer, carrier, and plan specifics into the BenAdmin system. Output: a configured case.
A Patra US service associate assesses the case and makes updates and corrections. Output: a tested case with corrections applied.
The case launches, with confirmation back to the broker or group for final testing or sign-off. Output: a live case and a sign-off.
Carrier connections are requested as needed. Output: established carrier connections.
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.
How many hours will your team spend inside BenAdmin systems this open enrollment?
Talk to Patra about taking the build work off the calendar.