Featured Datasheets
Patra PolicyChecking.AI
The new industry-leading policy checking solution ensuring the accuracy and quality of bound policies
Insurance Printing and Mailing for Employee Benefits
Full-Service Print and Mail Solutions Designed for Employee Benefits Retail Agencies
P&C Processing Services for Retail Brokers
Powering the full scope of front- and back-office processes through every stage of the policy lifecycle.
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Patra Agency Advantage for Retail Brokers
OnDemand insurance processing and tech-enabled solutions that drive profitability and new customer acquisition acro...
Patra Assist for Employee Benefits
Customized, Flexible Solutions to Elevate the Customer Experience.
Company Overview
Patra’s technology-enabled services enable growth and organizational value for the insurance industry.
Insurance Processing For Property and Casualty
OnDemand insurance processing and tech-enabled solutions that drive profitability and new customer acquisition acro...
Insurance Processing For Employee Benefits
OnDemand, end-to-end insurance processing services to ensure maximum efficiency and profitability throughout the ye...
Insurance Printing and Mailing for P&C Brokers
Full-Service Print and Mail Solutions Designed for P&C Retail Brokers
Process Feature: Data Management
Clean and accurate data is essential to making sound business decisions, effectively managing customer relations, a...
Process Feature: Document Retrieval, Indexing, and Issuance
Patra can efficiently retrieve, index and issue critical policy related documents for you.
Process Feature, Document Retrieval for Property & Casualty
Patra’s insurance processes are designed to easily adapt to the unique workflows needed to manage various types o...
Insurance Processing Services for Employee Benefits
Patra’s full suite of document retrieval, indexing and issuance processes improve your agency’s operational eff...
Process Feature: Policy Checking
Policy checking is an onerous process consuming your agency’s time and money – yet a vital one that can lead to...
Patra Assist for Property and Casualty
Patra Assist is uniquely developed for insurance retail brokers to improve service delivery and reduce operating co...
Open Enrollment
Patra’s employee benefits experts can ease your operational and staffing strain with scalable, end-to-end solutio...
Digital Certificate Delivery
CertVault automates the distribution of certificates while ensuring their security with the power of blockchain.
Acquisition & Customer Experience
Patra Direct delivers omni-channel communication tools to your systems, supporting every part of customer journey.
Small Account Solutions for Employee Benefits
Patra’s small group solutions extend your ability to address a high volume of incoming small account leads withou...
