Focus on growing your business, not on the administrative and HR cost of hiring full-time staff
Patra Virtual Assistants (VAs) let you focus on growing your business without the burden of administrative or HR costs associated with hiring full-time staff. Our dedicated team members seamlessly integrate into your environment, operating as an extension of your team and aligning with your customer values, hours, management systems, communication platforms, and workflows. With our highly skilled team of VAs, you immediately lower the burden of overhead costs without sacrificing customer service and support. Located in the largest city in Metro Manila, our regional office in the Philippines is a collaborative work environment where Patra promotes work-life balance, celebrates culture, values integrity, and creates pathways for employee success and growth.
How Patra VAs support agencies
Our VAs execute a wide range of comprehensive tasks to help your team achieve business and operational efficiencies.
Preparing submissions and ACORDs, generating proposals, and quoting in carrier portal or rater.
Prospecting emails and cold calling, appointment setting for producers, qualifying and handing off inbound leads, and social media content management.
Claims tracking and follow-up, loss summary and form downloads, and open enrollment communications.
AMS updates and data entry, renewal marketing support, policy service requests, and eligibility enrollments, terms, and changes.
Invoicing and collecting payments, commission entry and tracking, direct bill posting, and spreadsheeting.
AMS updates and data entry, renewal marketing support, and policy update / change requests.
The engagement process
Our advisory team meets with you to determine the details of the role and the skills needed to add value to your operations.
We save you time, energy, and expense by managing the recruitment process, including profiling candidates.
Patra works on your behalf, interviewing and pre-screening qualified candidates.
To provide a seamless onboarding experience, we oversee all technology and equipment setup.
Patra provides the training platform, so you can quickly and easily connect with your VA and begin training.
We manage the HR, office environment, and infrastructure, allowing you to focus entirely on the workflow.
What sets Patra’s VAs apart
We set the industry standard for virtual assistance: every VA completes extensive insurance-industry training and testing to earn their Patra Virtual Assistant Certification through Patra University. The comprehensive curriculum includes:
Introduction to Patra, the insurance BPO industry, remote work cultures, and the importance of virtual assistants.
Insurance principles and terminology, types of insurance and services, policies and coverage, and agency operations.
Introduction to US business best practices and etiquette, understanding client expectations and deliverables, and time management and scheduling.
Effective communication strategies, proper communication across email and telephone, and conflict resolution and problem-solving techniques.
MS Office fundamentals, Zoom hosting and virtual meetings, and utilizing insurance CRM and AMS systems.
Client success stories
Lines: commercial, employee benefits, and personal. Challenge: a backlog of non-licensed processing tasks such as renewal comparisons. Outcomes: backlog elimination and process standardization. Results: 50% cost savings versus an internal FTE; two VAs processing the work of three internal FTEs; and a Patra ramp time of one week versus the agency’s 90-day timeline.
Lines: personal and business coverage. Challenge: decentralized and non-standardized direct bill posting across 300 offices. Outcomes: process standardization and centralization, and improved capacity to scale. Results: a scalable, efficient, standardized process performed by three Patra VAs versus 20+ internal FTEs.
Lines: business, personal, and employee benefits. Challenge: internal promotions created a backlog of entry-level tasks. Outcomes: a decrease in employee churn and improved margins. Results: a 22–33% reduction in hourly costs to process tasks, and a Patra ramp time of two weeks versus 3–4 months to recruit, hire, and train an internal FTE.
Your data, protected
Our security framework is purpose-built for insurance operations:
SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification to ensure the safety and privacy of your data.
Our VAs connect to your environments through VPN with AES256 encryption. Functionality is limited to the Patra environment only. No administrator rights; USB storage and printing disabled.
Single sign-on, data loss prevention, and SIEM. Hard drive storage with AES256 encryption.
Multiple processing centers in geopolitically stable countries for load balancing and continuity, with comprehensive, audited business continuity and recovery plans.
What clients say
“Integrating a Patra VA into our team has allowed our agents and CSRs to focus more on building relationships with clients while the assistant efficiently manages routine tasks.” — Current Patra VA customer
Ready to add capacity without adding headcount?
Talk to our team about how a Patra virtual assistant fits your operations.