Transform, scale, and drive long-term growth

Insurance services driving profitability for your business

Focus on what you do best

Integrate solutions that bring value to your customers, manage risk and provide peace of mind to policyholders.

Whether you partner with Patra to streamline your insurance processing, help grow your small accounts, scale your contact center, or implement innovative technology to optimize your workflows, you can trust that every member of our award-winning Patra global team works with the same goal in mind – your success.


Insurance outsourcing services

Patra service spotlight, Patra OnDemand

Improve Client Retention & Boost Profitability

Patra service spotlight, how it works

Patra Service Spotlight, how it works

Patra service spotlight, break out of the back-office

The Patra methodology, implementation experience

Spotlight Videos

Hi, my name is Trish Rosenstangel. I am the senior director of Patra’s On Demand team for retail agencies.

Some agencies get into a mind set of “this is we’ve done it for years” and they don’t look outside of that. And what Patra’s client consultants on my team bring is bring years of experience and best practices and doing things efficiently. We do a standard operating procedure and so everybody does it the same. Unlike maybe in the office, every account manager or every servicer might be doing things differently, we’re working efficiently.

And on the On Demand side they’re usually starting with one to two services and so the services are really helping them to manage their business, taking the workload off of the people who work at the insurance carriers or or the brokers and being able to offload that work to Patra.

In the OnDemand service model, we are their day to day, contacts or servicers. We work with the offshore teams to get their services up and running and flowing. If they have issues, they’re coming to us. We’re really that day to day contact to make their service run smoothly and efficiently.

We’ve found clients are able to go back to building their client relationships because they’re not focused on insurance processing tasks. They’re able to go and they’re have a career path and move up within their agencies or their carriers because they can now focus on the bigger things they need to be doing.

I’m the director of Patra Select. This service is a customer service offering to various agents across the United States. We partner with your local agents, some national brokers, and we provide the customer service.

We’re a select book of business or set of accounts that they’ve carved out for us to handle. It is different in that we are an all inclusive service offering. So when someone partners with Patra, we are taking all of those service items from them. So it is beginning to end, we’re handling all the customer service and renewals and anything inside that book.

We have the licensed account managers that handle the book, and it allows agencies to better utilize their internal teams. So they can start handling bigger accounts, maybe those accounts that bring in more revenue.

We also can help bring them margin on that small book of business. Our focus is retention, so we help them retain the accounts in that space.

One of our current customers, we started very small with them in a local region and over the years, we’ve continued to grow with them as they identify accounts for us, but also by them increasing their threshold. So we are becoming a bigger presence in their small business space and really becoming that solution for them.

One of the benefits agencies experience is increased capacity. They can retain all of their current staffing, all of their agents, and we come in as an extension of their internal team.

My name is Jeanine Weber, and I am the director of Patra Direct.

We partner with insurance organizations to provide contact center work as an extension to their company. We are either a standalone, we handle all of their contact center work, or we partner with them to provide additional support.

We have licensed insurance agents sell policies to our insurance clients’ customers. It’s all property and casualty insurance, so they provide additional support there for selling policies and making sure that they can contribute to the client’s growth.

We’re able to answer phone calls, let clients potentially meet or exceed their service level expectations where before they’re abandoning too many calls, or they’re not able to answer the calls quick enough.

One customer came to us and they wanted us to set up their call center. We worked with them with all of our best practices on how many people needed to be staffed, what resources they need, what phone system they needed. They were a startup company and we were able to consult with them and work with their leadership to set up a call center.

I’m Paul Misso, the Vice President of Operations at Patra responsible for Patra Document.

We print and mail any and all documents our customers need. We can print, mail, and package benefit brochures, corporate handbooks, send out notices, or invoices.

Patra’s regular services create certificates, check policies, create endorsements, notices, invoices, etc. We receive those files, print, and mail them to where they need to arrive.

We serve as a big quality check to ensure what goes out is accurate. We will verify if a certificate of insurance is signed, for example.

We take a large piece the administrative responsibilities off our customers’ plates so they can take skilled resources they have, who have been in the insurance industry for over 20 years, and ensure they’re focused on business development.

The second piece is our virtual mail capabilities, we can take over their mailroom operations. We’re here to make our customers’ lives easier.

Patra Assist is a virtual assistant service exclusively for insurance organizations. Patra recruits, onboards, and handles administrative related duties on behalf of our insurance clients. And then our insurance clients teach their new virtual assistant the tasks and areas they will be supporting. Our insurance clients get to train their virtual assistants their own way.

Some of the feedback we get from our clients is literally, “I cannot live without my virtual assistant anymore”. It’s so fulfilling to see how we impact our clients and enable them to do what they need to do.

My name is Jacqueline Eldridge.

I’m one of the managers with Patra’s implementation team. Patra’s implementation consultants connect with our insurance clients, help build processes and help put those processes in place.

It’s really important for new clients to come into the conversation with an understanding of their pain points. Our implementation experts like to dig a little deeper to ensure what we’re putting in place is going to maximize capacity and serve the insurance organization’s team as best we can.

In the implementation time frame, we’re focusing on accessing client systems, building processes, installation and client team training. It’s an incredible difference each time a service goes live, and seeing how a client’s capacity expands.

Insurance Processing

Improve efficiency, increase productivity and grow top-line revenue. Our insurance processing solution, Patra OnDemand,  streamlines and manages your simple to complex tasks prioritizing accuracy, speed, and consistency.

Small Accounts Management

Grow your small accounts with our managed services solution, Patra Select. Patra provides a flexible and scalable service model to retain and grow your small books of business for commercial, personal, and benefits lines.

Contact Center

Improve the customer experience with our contact center solution, Patra Direct. Patra provides omni-channel support and a high performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email and white mail.

Virtual Assistant

Increase capacity for your team with our virtual staffing solution, Patra Assist. Patra augments your team with scalable and high performing team member(s), operating within your brand, agency hours, management systems, communications platforms and workflows.

Print, Mail and Virtual Mail

Streamline your print, mail, and virtual mail processes. Patra offers end-to-end print, virtual mail, and document management solutions, enabling you to allocate resources on what’s most important – your customers.

Implementation

What’s next after deal-close? Patra’s dedicated implementation team will effectively navigate your pain points, develop processes, establish connectivity, train your team, & deliver system solutions within 4-8 weeks.


Solutions for all phases of the insurance lifecycle.


From tech-enabled back-office processing teams, to dedicated experts performing staffing assistant services, to Patra account managers servicing a book of small business on your behalf, to complete management of your virtual print and mail room, Patra has the solutions that help you drive growth, profit, and value.

Based on your selection of the market , the following data has been preselected to accomodate your needs. However, you may still choose from any of the marketing segments and service lines shown.
Insurance Processing Small Accounts Management Virtual Assistant Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Policy Lifecycle Support
Administrative Support
New Business / Marketing Services
Policy Servicing
Renewal Services
Claims Services
Compliance Services
Loss Runs Quoting Ex Mods Data Entry Renewal Letters Proposals
Policy Checking Data Entry Certificates Summaries of Insurance
Claim Acknowledgement Claims Follow-up
Notice of Cancellations Reinstatements Document Retrieval Indexing Data Entry Audit Processing Download Communication Log
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
Compliance Documents COBRA
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Snapshot of Print, Mail and Document Processing Services:
  • Certificates
  • Notices of Cancellation
  • Notices of Renewal/Non-Renewal
  • Policies
  • Endorsements
  • Direct Bill Letters
  • Claims Acknowledgement Letters
  • Auto ID Cards
  • Audit Letters
  • Claims
  • Acknowledgement Letters
  • Marketing Collateral
  • Employee Benefits Documents
  • Upcoming Renewals
  • Benefits Guides
  • Compliance Documents
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Rating/Quoting Binds Indexing Risk Evaluations Document Retrieval Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Policy Admin Document Retrieval Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry Notices Audits
Submissions Submissions Triage Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry Notices Audits
First Notice of Loss Loss Runs Indexing Data Entry
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry Stamping
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Notices of Cancellation
  • Notices of Renewal/Non-Renewal
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Auto ID Cards
  • Audit Letters
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Rating/Quoting Binds Indexing Risk Evaluations Document Retrieval Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Policy Admin Document Retrieval Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry Notices Audits
Submissions Submissions Triage Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry Notices Audits
First Notice of Loss Loss Runs Indexing Data Entry
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry Stamping
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Notices of Cancellation
  • Notices of Renewal/Non-Renewal
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Auto ID Cards
  • Audit Letters
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Binds Indexing Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry
First Notice of Loss Loss Runs Indexing Data Entry
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry - Claims Data
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Notices of Cancellation
  • Notices of Renewal/Non-Renewal
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Auto ID Cards
  • Audit Letters
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Binds Indexing Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry
First Notice of Loss Loss Runs Indexing Data Entry
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting ecosys Renewal Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications ecosys Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Notices of Cancellation
  • Notices of Renewal/Non-Renewal
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Auto ID Cards
  • Audit Letters
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral

What some of our clients have to say ...


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