Patra In Action – Certificate Issuance

OnDemand supports certificate issuance

Patra has extensive experience working with brokers of all sizes to implement certificate issuance solutions. Patra’s flexible OnDemand solutions can scale to efficiently support cert issuance, with tailored workflows to manage the most complex certificates and those that need to be rushed, as well as managing renewal volumes. Patra’s services grow with your agency. We enjoy a long-term client partnership that began with a small project and has evolved into more than 2 million certificates annually. From a small pilot project in two remote offices, this agency saw the value of Patra and adopted the service nationwide.

Patra now issues more than 80% of that broker’s entire volume of certificates across nearly 100 offices. Growing aggressively through acquisition, Patra has enabled a smooth growth plan for the acquired agency, eliminating retraining or agency management system changes. Account managers simply forward requests to their Patra team and the certificate is issued seamlessly, increasing accuracy, reducing time spent on certificates and lowering costs. Roughly 40% of certificates are requested on a “rush” basis and issued within 1 to 4 hours of the request, addressing critical resource challenges.

About Patra

Patra is a leading provider of technology-enabled insurance outsourcing. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,000 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.

William Wagner, VP of Marketing

About The Author ...

William Wagner
Vice President, Marketing

William Wagner is responsible for Patra's Global Marketing and Inside Sales organization. With over twenty years of marketing and product management, William ensures that Patra's services, technology innovation, and brand are closely aligned with Patra's prospects and customers' needs to bring forth transformative change in how insurance solution are delivered, supported and managed.