Datasheets

What working with Patra actually looks like

Short, specific documents on how our services run — scope, timelines, and what your team is responsible for versus what we carry. Written for the person who has to make the engagement work, not the person approving it.

Featured datasheets

Datasheets VA top 10 FAQs

The 10 questions agencies ask most before adding a Patra VA, answered directly

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Small business team collaborating in office

Datasheets Your VA's first 90 days

A week-by-week roadmap for a Patra VA's first 90 days on your team

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The full library of service datasheets.

Certificate Processing 3 workflows, with & without a VA

Three everyday insurance workflows, side by side with and without a Patra VA

Read the datasheet Administrative Patra VA overview

How Patra VAs allow you to focus on growing your business

Read the datasheet Administrative Small business management solution overview

Retain & grow your small books of business with Patra's solution

Read the datasheet Administrative Employee benefits account management

Licensed benefits support that keeps producers focused on growth

Read the datasheet Datasheets Patra Virtual Assistants for employee benefits

Dedicated virtual assistants for employee benefits operations.

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