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Operational Excellence
Our operational excellence model is what sets us apart. With over 17 years solely dedicated in the insurance space.
PolicyChecking.AI
Patra's PolicyChecking.AI is the new industry-leading solution designed to ensure accuracy and quality.
Tech-Enabled Insurance Services
Our services provide insurance agencies, MGAs, MGUs, wholesalers and carriers with a long-term, scalable solution
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Coimbatore Office Inauguration
Our Coimbatore office opening was such a special event ~ you can catch a few of our favorite moments in this video!
Indexing
The need to ensure documents are properly indexed is a critical aspect of your insurance operation.
Endorsement Checking
Failing to properly verify endorsement accuracy can possibly result in coverage issues, legal exposure, litigation
Small Account Solutions
Patra’s licensed Account Managers will integrate seamlessly within your organization efficiently and productively.
Loss Runs
Loss runs empower insurance organizations with a better understanding of performance and ways to reduce claims.
Document Retrieval
Proper document management is a need for any insurance organization, which is why we manage a variety of documents.
Data Entry
At Patra, we provide data entry, clean up, migration services to help you complete all kinds of operational tasks.
Eligibility Management
Patra can provide your organization with a dedicated remote team of highly skilled process executives.
Endorsement Processing
Patra’s endorsement processing services are specifically designed to help you prevent backlogs.
Patra Direct Contact Center
Patra Direct supports your customer contact centers to deliver your outstanding brand experience.
Commission Posting & DBR
When you leverage Patra’s service delivery team, you alleviate the need to dedicate a full-time resource for DBR.
Policy Issuance
Our clients find comfort in the fact that Patra can manage their policies regardless of their unique complexities
Submissions and Clearance
Patra’s submissions and clearance services operates within your organization’s parameters and extend best practices
Printing and Mailing
Patra eliminates your need for any service team facilitation with our completely virtual print and mail solution.
Certificate Processing and Issuance
Patra’s certificate processing service provides insurance organizations with an expert team.
Policy Checking
We can even help you clear backlogs, allowing your staff to focus on more pressing and profitable tasks.