Maximize your organizational value
Property & Casualty Processing
End-to-end P&C processing solutions for policy management. From document retrieval to certificate processing, each process combines into a unified workflow, improving operational.
Employee Benefits Processing
EB solutions to help manage high-volume insurance processing during open enrollment. Patra streamlines workflows for pre-renewal, renewal, post-renewal, and ongoing client management processes.
Business Administration Processing
Fully integrated accounting and compliance processing solutions to help alleviate staff from high-volume, manual tasks. From data entry, invoicing to surplus lines filing, Patra executes with accuracy and consistency.