What working with Patra actually looks like
Short, specific documents on how our services run — scope, timelines, and what your team is responsible for versus what we carry. Written for the person who has to make the engagement work, not the person approving it.
The full library of service datasheets.
Three everyday insurance workflows, side by side with and without a Patra VA
Read the datasheet Administrative Patra VA overviewHow Patra VAs allow you to focus on growing your business
Read the datasheet Administrative Small business management solution overviewRetain & grow your small books of business with Patra's solution
Read the datasheet Administrative Employee benefits account managementLicensed benefits support that keeps producers focused on growth
Read the datasheet Datasheets Patra Virtual Assistants for employee benefitsDedicated virtual assistants for employee benefits operations.
Read the datasheet Benefits Administration Portals OnDemand EB benefit technologyBenAdmin case builds, renewals, and open enrollment setup, handled by Patra's EB technology team.
Read the datasheet Carrier Property & casualty solutions overviewManaged services, small account management, virtual assistants, print and mail, and call center support across the ...
Read the datasheet Billing Reconciliation Employee benefits solutions overviewEvery stage of the benefits renewal cycle, covered by one team.
Read the datasheet Carrier Insurance printing and mailingOutbound and inbound insurance mail, handled daily, without an in-house mailroom.
Read the datasheet Carrier Policy Checking AI overviewAI-powered policy checking against source documents, with E&O coverage on two service levels.
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