Insurance outsourcing for Wholesalers

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 turnaround.

Patra’s managed service model, Patra Select, is a flexible, powerful tool to manage or grow small accounts, whether commercial, personal, or employee benefits.

Patra’s contact center solution, Patra Direct, provides omni-channel support and a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email and white mail.

Patra’s virtual staffing 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.

Patra’s full-service document fulfillment solution, Patra Document. Patra manages millions of insurance documents each year, providing state-of-the-art print facilities, print, mail, and virtual mail outsourcing.