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Who We Serve
Retail Agency
Specialized services for retail and broker agencies to improve operational efficiency.
Wholesalers
Wholesaler solutions to streamline workflows between broker and carriers.
MGAs
Underwriting operations solutions for MGAs, MGUs and program administrators.
Carriers
Direct writer carrier services to support policy acquisition and premium generation.
Services
Insurance Processing
Integrated team of processing experts and tech-enabled workflows to improve operational efficiency
Property & Casualty
Certificate Processing
Data Management
Document Retrieval
Endorsement Processing
Policy Checking
Submission Clearance
Employee Benefits
Eligibility Management
Business Administration
Commission Posting
Policy Checking AI
Full-service and self-service solution to check policies with unsurpassed quality, accuracy and efficiency
Quote Compare AI
Decrease Commercial Lines Insurance Quote Comparison Times
Policy Data Extract AI
Unlock Insights With AI-powered Policy Data Extraction
Small Accounts Management
Full-service small accounts management solution improving client retention & satisfaction
Contact Center
Scalable end-to-end omnichannel customer service model
Print and Virtual Mail
All-in-one printing, mailing and document processing solution
Virtual Assistant
Flexible extension to your service teams, providing back-office and client facing support
Technology
Patra AI
Policy Checking AI
Quote Compare AI
Policy Data Extract AI
Data Protection & Security
Blockchain
Why Patra
Customer Success Plans
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Workflow Optimization
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Press Releases
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Blogs
Case Studies
Datasheets
Events
In The News
Press Releases
Videos
Webinars
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Life at Patra
United States
Canada
India
Philippines
Diversity, Equity, & Inclusion
Social Impact
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Contact Patra
Insurance Processing Services for Employee Benefits
Process Feature: Document Retrieval, Indexing, and Issuance
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Process Feature, Document Retrieval for Employee Benefits
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