Document Retrieval

Proper document management is an essential aspect of any insurance organization. Yet with the scope of complex, higher-value tasks within an organization, this preparatory task often gets deprioritized which can lead to a backlog of critical policy documents to be retrieved, distributed, and attached appropriately in policy and document management systems. Patra’s process executives will efficiently retrieve, index, and issue critical policy-related documents for you. Our tech-enabled services are designed to accommodate your unique needs as we manage a wide variety of documents. Whether it’s a bound policy that needs to be delivered to an account team or a pulled loss runs report to attach in a client file, our process executives will pull documents and information from websites or internal systems and get them sent out or placed in a file on behalf of your team, seamlessly and efficiently. Your journey into the future of insurance starts now. (upbeat music)