Where it all began: 20 years of simplifying insurance operations
Patra did not start as a technology company or a general business process outsourcer. We began with a laser focus on one thing: solving the administrative burden that was keeping insurance professionals from doing what they do best — growing their business and serving their clients.
For 20 years, we have specialized exclusively in the insurance industry. We understand the unique compliance requirements, the seasonal fluctuations, the urgency of certificate requests, and the critical importance of accuracy in every document that leaves your office. This is not just printing — it is insurance printing, and there is a world of difference.
What started as basic print and mail services has evolved into a comprehensive document management ecosystem, but our core mission remains unchanged: freeing your skilled professionals to focus on value-generating activities that drive your bottom line.
15 million documents and counting: Inside our automated excellence
When we say we process over 15 million insurance documents annually, we are not just throwing around impressive numbers. This scale represents something crucial: proven reliability and efficiency that your agency can depend on.
Our state-of-the-art facility operates with minimal staff thanks to sophisticated automation processes which include:
This means our software reads recipient addresses and combines similar destinations to reduce multiple mailings to the same location. This is not just efficient — it is cost-effective for you and environmentally responsible.
This ensures we do not just print and mail blindly. Our team serves as a quality checkpoint, verifying details like certificate signatures and ensuring accuracy before documents leave our facility. We catch errors before your clients do.
This automatically creates cover pages for windowed envelopes, and our high-speed inserter reads these pages to determine exact page counts and appropriate envelope sizes. The result? Professional presentation and reliable delivery.
But here is where our insurance industry expertise really shines: We understand the urgency. When a client needs a certificate of insurance for a job starting Monday, we do not treat it like routine bulk mail. We treat it like the business-critical document it is.
Proof in action: The 4,200 BAAG success story
Remember the client from Part 1 who needed 4,200 benefit guides delivered to 33 locations nationwide? Here’s how the Patra difference made all the difference:
While traditional printing services quoted 10-12 business days plus shipping time, Patra received the files on a Friday morning and delivered all guides by the following week. Throughout the process, we provided daily tracking updates, giving complete visibility into progress.
Yes, it costs slightly more than the big box option. But consider the value: immediate turnaround, professional handling, complete tracking, and most importantly, the client got what they needed when they needed it. In insurance, timing often makes the difference between winning and losing business.
Beyond printing: Your complete virtual back office
Today’s Patra print and mail services extend far beyond putting ink on paper. We have evolved into a comprehensive document management solution that can serve as your virtual back office.
Complete print services
These services handle everything from insurance certificates and policy documents to marketing collateral and corporate handbooks. Our facility scales seamlessly from small custom jobs to high-volume peak periods, whether you need a single certificate rush-printed or thousands of renewal notices.
Intelligent mail management
This means we do not just send mail — we optimize it. Our system consolidates mailings, manages returned mail, updates contact information, and integrates with your preferred agency management systems. Think of it as having a dedicated mailroom manager who never takes a sick day.
Virtual mailroom capabilities
This allow us to take over your entire incoming mail operation. Mail pickup, processing, scanning, digital delivery — we manage it all. This means your physical office can focus on clients and business development while we manage the paper flow behind the scenes.
Security and confidentiality: Your documents are protected
We understand that insurance documents contain sensitive client information. That is why security is not an afterthought — it is built into every aspect of our operation.
All print jobs are managed through Patra’s secure PatraOne software, with access limited to authorized Print Shop personnel only. Our physical facility requires personal access codes for entry, and strict protocols prohibit employees from removing documents or bringing photographic devices onto the production floor.
Your confidential client information remains confidential, with audit trails and security measures that meet or exceed industry standards.
Getting started: No risk, all Reward
We have removed every barrier to trying our services. There are no minimum volume requirements and no long-term contracts. You can start with us tomorrow and stop anytime if you are not completely satisfied.
Our implementation process is streamlined and typically takes just a few days. Our implementation team collaborates directly with you to create your profile in PatraOne, establish your specific cover page requirements, and document your unique workflow preferences.
We provide the cover pages with your specific return address and formatting that our software recognizes, enabling us to process your mail faster while creating automatic accounting verification for every piece.
The strategic choice: Productivity over paper
Patra’s print and mail services are not about outsourcing tasks — they are about strategic resource allocation. We manage the administrative burden so your team can focus on what they do best: developing business, serving clients, and driving revenue.
After 20 years in this industry, we have seen agencies transform their operations and accelerate their growth by partnering with us. We have processed over 15 million documents, perfected our automated systems, and built a reputation for reliability that insurance professionals depend on.
The choice is clear: Continue investing in the “money pit” of in-house printing and mailing, or partner with the industry specialists who have been perfecting these services for 20 years.
Reclaim your team's time for what matters most?
With no minimums, no contracts, and no risk, there has never been a better time to experience the Patra difference. Let us show you how our printing and mailing services can free your skilled professionals to focus on growing your business while we manage the administrative details with the precision and reliability you deserve.
Your clients need you focused on their coverage needs, not on paper jams and postage meters. Let us make that happen.
Ready to get started?
Contact our implementation team today to set up your PatraOne profile and begin experiencing the productivity transformation that comes with a true partnership.
About Patra
Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. 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 6,500 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.
