Solutions designed for retail agencies or brokerages
Insurance Processing
Patra’s insurance processing solution, Patra OnDemand, helps clients address specific workload needs to improve efficiency, increase productivity and grow top-line revenue. From the simplest of tasks to requiring higher degrees of complexity, Patra provides seamless and timely work item turnaround.
Small Accounts Management
Patra’s managed service model, Patra Select, is a flexible, powerful tool to manage or grow small accounts, whether commercial, personal, or employee benefits.
Virtual Assistant
Patra’s virtual assistant solution, Patra Assist, provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, systems, communications platforms, and workflows.
Print, Mail, and Virtual Mail
Patra’s full-service document fulfillment solution, Patra Document, manages millions of insurance documents each year, providing state-of-the-art print facilities, print, mail, and virtual mail outsourcing.
We are committed to operational excellence
Our operational excellence model is what sets Patra apart. With nearly 20 years solely dedicated to the insurance industry, we know your business. We’ve integrated a proven quality framework to deliver greater capacity, expertise and precision to the most complex tasks and processes.
The insurance industry is rapidly changing and impacting the way organizations approach insurance processing. Customer expectations for rapid service are placing immense pressure to implement automated processing workflows, talent gaps, high employee turnover, and mergers and acquisitions are resulting in high attrition across the insurance industry.
This causes insurance professionals to struggle with resource and time management between maintaining critical client relationships and processing insurance functions like policy checking, certificate delivery, loss runs, quoting, binding, and so many more.
This is where Patra comes in. Not only do we take on the in insurance processing on behalf of our clients, but by doing so, we also support their entire operational ecosystem.
And this is what sets Patra apart from its competitors.
With over seventeen years solely dedicated to the insurance space, we know your business.
Our in industry knowledge and expertise has positioned Patra to be a strategic partner for retail brokers, carriers, MGAs, and wholesalers; providing our clients with advisory consulting to implement best practices and improve operational efficiency.
Data insights and analytics to help our clients make strategic business decisions.
Scalable, accurate, and efficient insurance processing solutions, supporting the entire policy life cycle for property and casualty and employee benefits.
Flexible service delivery to align our clients operating hours across multiple time zones.
And recruitment, hiring, training, and employee management of dedicated insurance processing professionals.
Patra’s insurance processing executives engage in comprehensive industry training and quality assurance programs with key performance indicators tailored to the unique variables of each insurance process.
Our global operations teams leverage six Sigma methodologies and data intelligence to identify and service delivery improvements, as well as develop new insurance technology to help our clients thrive in a competitive market.
We are truly committed to operational excellence.
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Small Accounts Management
Choose Patra Select, our small accounts management services platform
Customer Success Plans
Solutions designed with retail agencies, wholesalers, MGAs, and carriers top of mind.
