Featured datasheets
Patra PolicyCheckingAI Technical Summary
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
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 across the industry
Insurance Processing For Employee Benefits
OnDemand, end-to-end insurance processing services to ensure maximum efficiency throughout the year
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 & customer relations
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 manage various types of policy documents
Insurance Processing Services for Employee Benefits
Patra’s full suite of document retrieval and issuance processes improve your agency’s operational efficiency
Process Feature: Policy Checking
Policy checking can lead to serious E&O claims and backlogs when pushed to the back of a to-do list
Patra Assist for Property and Casualty
Patra Assist is uniquely developed for insurance retail brokers to improve delivery & reduce operating costs
Open Enrollment
Patra’s employee benefits experts can ease your operational and staffing strain with end-to-end solutions
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
