- Who We Serve
- Retail Agency
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Specialized services for retail and broker agencies to improve operational efficiency.
- Wholesalers
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Wholesaler solutions to streamline workflows between broker and carriers.
- MGAs
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Underwriting operations solutions for MGAs, MGUs and program administrators.
- Carriers
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Direct writer carrier services to support policy acquisition and premium generation.
- Retail Agency
- Services
- Insurance Processing
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Integrated team of processing experts and tech-enabled workflows to improve operational efficiency
Property & Casualty
- Certificate Processing
- Data Management
- Document Retrieval
- Endorsement Processing
- Policy Checking
- Submission Clearance Employee Benefits
- Eligibility Management Business Administration
- Commission Posting
- Small Accounts Management
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Full-service small accounts management solution improving client retention & satisfaction
- Contact Center
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Scalable end-to-end omnichannel customer service model
- Print and Virtual Mail
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All-in-one printing, mailing and document processing solution
- Virtual Staffing
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Flexible extension to your service teams, providing back-office and client facing support
- Insurance Processing
- Technology
- Why Patra
- Resources
- Company
