Patra Unveils Enhanced Employee Benefit Outsourcing Services

Expanded solutions, including Ben Admin services and flexible financial models to support the seasonality of the Employee Benefits lifecycle.

Author: William Wagner
Date: May 27, 2024

Patra takes traditional eligibility, policy servicing a step further

Patra, a leading provider of technology-enabled insurance outsourcing services, is excited to announce reimagining its Employee Benefit services. Going beyond traditional eligibility and policy servicing, Patra now offers expanded solutions, including introducing a new Ben Admin Solution and additional flexible financial models designed to align with the seasonality of the Employee Benefits lifecycle.

Patra’s enhanced Employee Benefit services now include end-to-end service delivery for all Employee Benefit needs, encompassing eligibility management, renewal support, data entry, audits, and accounting services. Patra’s new “Ben Admin” Solution is designed to provide seamless support in various Benefit Administration Systems, offering comprehensive service options, including data migration, case builds, EDI connectivity, eligibility management, and error report resolution.

  • Eligibility Management: Comprehensive handling of all eligibility-related tasks, including enrollments, terminations, changes, and open enrollment.
  • Renewal Support: Retrieving renewals, Census preparation, online quoting, and spreadsheeting options.
  • Plan Support: Detailed analysis and spreadsheeting of claims data to provide actionable insights. Support for essential compliance documentation and updates to AMS.
  • Accounting and Reconciliation Services: Meticulous accounting services including commission posting, enrollment audits, and bordereaux transfers.

At Patra, we continuously strive to offer innovative and reliable solutions that cater to the dynamic needs of our clients. Our enhanced EB services and flexible business models are designed to provide unparalleled support and efficiency."
Sharon Kern,
Sr VP Business Development

To bolster their advancements, Patra leverages its own best practices for Ease migrations with their globally integrated hybrid model to minimize agency involvement to only approvals, ensuring a streamlined process. Additionally, Patra has enhanced their Employee Benefits team of experienced Employee Navigator associates, who bring extensive system expertise to manage these processes efficiently.

Patra’s enhanced Employee Benefits services provide a flexible financial model that aligns with the seasonal nature of the EB lifecycle. These innovations promise to streamline processes and improve service delivery for its clients.

  • On-demand hourly rates are charged by actual service delivery.
  • Full-time equivalent model covering 5-7 months of work during Q3 and Q4, as well as early Q1.

Patra’s expanded eligibility program now includes a dedicated full-time QA team focused on quality audits and regular service reviews. This ensures that every aspect of Patra’s service delivery meets the highest standards of accuracy and reliability.


About Patra

Patra is a leading provider of technology-enabled outsourcing services and software solutions to the insurance industry. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies/brokerages, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.

William Wagner, VP of Marketing

Who is William ...

William Wagner
Vice President, Marketing

William Wagner is responsible for Patra's Global Marketing and Inside Sales organization. With over twenty years of marketing and product management, William ensures that Patra's services, technology innovation, and brand are closely aligned with Patra's prospects and customers' needs to bring forth transformative change in how insurance solution are delivered, supported and managed.