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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 OnDemand Spotlight with Trish Rosenstangel

Patra Select Spotlight with Breanna Lobdell

Patra Direct Spotlight with Lacey Cenac

Patra Document Spotlight with Paul Misso

Patra Assist Spotlight with Lacey Cenac

Patra Implementation Spotlight with Jacqueline Eldredge

Spotlight Videos

Hi, my name is Trish Rosenstangel. I am the senior director of the On Demand retail team. So the On Demand team really takes over over the service side of the team. So once a prospect it would be like an insurance company or a carrier insurance carrier.

Once they go through the sales process they go through an implementation.

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. So in On Demand, we are their day to day, contacts or servicers. We help them with efficiencies. We work with the offshore teams to get their services up and running and flowing. If they have issues, they’re coming to us. So we’re really that day to day contact to make their service run smoothly and efficiently.

So how we’re different as opposed to maybe like the select department, we just focus on a couple services at a time with a client. We don’t do like a whole gamut of things like they do in select. We’ll usually do one to two services for them. So I think the other thing we bring to the table is the years of experience.

I think some brokers or agencies get into this is how we’ve done it for years and they don’t look outside of that. And what Patra and the client consultants on my team bring is the 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 doing it the same and we’re doing it efficient and we’re checking double checking checking our work.

So there’s a lot of benefits. We’ve found that clients are able to go back to building the relationships with their own and clients because they’re not trying to do those processing tasks the day to day tasks as we’ve taken those over. So the biggest thing we hear is that they’re able to go and they’re have a career path and move up within their agencies or their carriers because we’re taking all of that stuff off their desk and they can now focus on, you know, the bigger things that they need to be doing.

My name is Brianna Lobdell. I’m the director of Patra Select. Patra Select is a customer service offering to various agents across the United States. And so 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 Select, 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.

One of those is staffing. We can provide staffing solutions. So we have the licensed account managers that we hire that handle the book, and it allows agencies to move their teams internally how they want to better utilize them. So they can start handling bigger accounts, maybe those accounts accounts that bring in more revenue for them.

So it just gives them some flexibility in how they utilize their internal teams.

We also can help bring them margin on that small book of business that doesn’t otherwise generate, much of a margin. Our focus is retention, so we also help them retain the accounts in that space where they might otherwise not have good retention.

One of our current customers we have, we started very small with them in a local region and over the years we have grown with them substantially.

And we have now become one of their three solutions in handling their select business. And they’ve grown to a very good partner of ours, the national. And over the years, we’ve done this by continuing 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. I would say one of the first benefits that an agency will feel when they partner with Patra Select is that capacity for their internal team. They can retain all of their current staffing, all of their agents, and we come in as an extension of their internal team, and they’re able to immediately feel that that relief and that capacity.

My name is Lacey Cenac. I’m the senior manager for Patra Direct and Patra Assist. Patra Direct is a call center, kind of service that we offer to really, all facets of the insurance industry.

Whether you need a sales team or a service team, Patra Direct can help. So Direct is different from other departments in Patra.

Let’s say On Demand, they’re gonna be processing high volume, high volume items. They’re not gonna be getting on the phone with our clients, insureds, and things like that. The agents in the US indirect are licensed.

We can we can have them licensed across all fifty states. The agents in the Philippines are not licensed, and so they can still service accounts. Our clients now, they’ll use them for things like calling out to carriers, gathering information from, say, a a mortgage company, like following up on closing dates, things that are your licensed individuals, they just need it off their desk. Specifically, for one of our clients, they had their account managers who were doing doing things that didn’t require a license.

For example, calling out making outbound calls for information gathering that you don’t need a license to do. And so, they came to us and they told us what their problems were, and we developed a team. Now we’re working we had, I think, one virtual assistant in the Philippines to start, and now we have eight or nine on that on on that one desk plus a US person. So it’s like a hybrid, the US side of direct. Like, let us create business for you in the US and then service it for you in the Philippines. All that back office stuff that we don’t need your producers tied down with, you know?

Send that over to us at in the Philippines, and we’ll handle it. We’ll call those carriers. We’ll call those mortgagees, and we’ll handle business.

Hi. I’m Paul Misso. I’m the VP of operations at Patra responsible for Patra Document. Patra Document or Print Services, we call it sometimes.

We print and mail any and all documents that our customers need. We can print, we can mail, we can package, we have benefit brochures, we can do corporate handbooks, we can send out notices, invoices, literally anything our customer needs. We are the kind of the last step in servicing the customer, And, you know, we, our regular services will do work, you know, creating certificates, checking policies, creating endorsements, notices, invoices, etcetera. What we do is we receive those files, we print and mail them, to where they need to arrive.

And we also serve as a big quality check, to make sure that what goes out is a hundred percent clean. We will do things like checking to make sure a certificate of insurance has a signature on it, for example. You can give Patra a job and between the regular production services and print services, you don’t have to worry about it anymore. You just give it to Patra and it’s all the way to your customer.

There’s two major pain points that that we help with. One is, there’s a lack of resources, human resources in the industry. And what we can do is take a large piece of work off of our customers plate that where they can take the skilled resources they have who have been in the industry for twenty years and use those resources to build their business, sell biz dev and so on, and we can take the administrative responsibilities from them. The second piece is via our virtual mail capability is we can help our customers who really want to get out of their commercial leases, out of their office space, and they’re spending twenty thousand dollars a month or more on that, we can take over their mailroom operations.

And that frees them up to all go work from home offices, saves them a lot of money, takes a big headache off their shoulders, and they know Patra is handling for them. So our, we’re here to make our customers’ lives easier.

Hi. My name is Lacey Cenac. I’ve been with Patra since February of 2016, so a little over eight years now. And I’ve been working with our teams in the Philippines since January of twenty twenty.

Patra Assist is a virtual assistant service. We recruit, onboard, and take care of all the admin and HR stuff that you don’t really wanna deal with anyway. And then you, as the client and your team, take the the virtual assistant that we find for you and teach them what you want them to help with. It could be, you know, solving this week’s crossword puzzle, or it can be an insurance process.

Patra Assist is different from Patra Direct. They both operate in the Philippines, but they’re different services.
They’re similar, but the biggest difference between the two is that instead of our client training as they would in assist, in direct, we’ll actually do the training for you.

They we have an implementation team that you would work with, and they’ll get your processes recorded and, written, and then we’ll do that initial training of the team. All the while, we’re we’re recruiting in the background for the business need. That’s Direct.

Assist is we’re still gonna do the recruiting. We’re gonna onboard, we’re gonna work through all those IT kinks, like, in that first week or so, and then we’re gonna move them over to you so that you can train them your your way. Some of the feedback that we get from our clients is literally, I cannot live without my assistant, my virtual assistant anymore.

Everyone needs a Patra VA. No matter what no matter what it is that you need done, we can do it for you. And so it’s it’s so fulfilling to get that kind of feedback and know that we’re making such a, like, like, a huge impact for our clients so that they can do what they need to do. We can take care of the rest.

If you ever, ever have any questions about Patra Assist, it is my favorite thing to talk about besides, like, my kids. Please find me on Zoom. I promise you I’ll I’ll talk your ear off about it. But I want you to know about it. I want our I want our teams from, you know, the sales team to, you know, folks in on demand IT. Like, I want everybody to know about Patra Assist, and I want everybody to know you need a Patra VA.

My name is Jacqueline Eldridge.

I am the manager for one of the managers for our implementation department. Our implementation department is pretty much the first line after the deal closes.

In most all of our divisions throughout Patra, we are the first person that the client is handed off to from our sales team.
We get the download of all of the information with regard to how we are solving the client’s problems, and we run with it. We have an incredible implementation team of implementation consultants.

They’re really good with connecting with our clients, building processes, putting them in place with any of our offshore teams, and then getting things going.

After signing with our sales team, our clients really wanna kind of take a step back and identify who are we going to be working with number one, to develop the best processes to lift that load from their staff And number two, who are we working with on their side to establish the connectivity so that we can access their systems effectively.

I think it’s really important for, clients to come into the conversation understanding, like, what are their pain points. Usually, they’ve talked about those types of things with our sales team, and and we can come into the to kinda just build on that conversation.

We don’t want them to have the same conversation they’ve already had with our sales team, but we really wanna dig a little bit deeper usually and make sure that what it is that we’re gonna put in place for them is gonna lift that load and serve their team the best that we can. For implementation, generally, and I’m we’re talking across all the divisions of Patra.

It standard, it’s it is generally about a four to eight week timeline, throwing on the extra two weeks there because of Select usually being about sixty days.

And in that time frame, again, we’re focusing on accessibility for your systems, building your process or processes, and also installing and training your team. It is really gratifying, I think, as far as, like, the before and after. When we’ve worked through perhaps, you know, nine months or six months of consecutive or concurrent implementation with the client to establish, you know, a large volume of services for our and our team to take off of their hands.

And just the the difference you can see each time a service goes live and the less of a load that they’re having to carry and their the the the capacity as it expands, it it’s really incredible and how much relief, you know, you see at the end of it.

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

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