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

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.


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

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