Boost productivity and scale support for yourContact Center
Patra Direct is the ultimate contact center insurance outsourcing solution.
Superior, flexible, and innovative contact center coverage
Delivering exceptional customer experience and omni-channel communication with every interaction.
Patra’s contact center insurance outsourcing solution, Patra Direct, provides complete customer experience support through omni-channel communication tools like voice, chat, text, email and white mail. Our trained professionals manage each customer contact center with expertise and ensure your brand is delivered with the highest quality standard.
An exceptional team of insurance experts to represent your brand
Patra's model makes it easy for you to integrate omni-channel support, and help scale with as few as two or as many as 200 seats.
Patra leverages its national network of insurance professionals to bring in top talent. Patra can provide an exceptional team to represent your brand and products.
Policy Owner Service
Patra can serve as an extension to an existing operation or build a stand-alone operation as required for areas including payment processing for new, renewal and endorsement premiums, or tele-underwriting.
FNOL/Claims Support
Patra is equipped to manage all facets of the claims experience such as first notice of loss, claim data input, and file management.
Technology
Patra is “system agnostic” which enables us to deliver processing solutions by utilizing existing customer systems.
Chat/chatbots
Email
Click to call
Social media monitoring
Digitization at the source
Website analytics
Workflow Capabilities
All Patra Direct services are provided by licensed agents holding the appropriate licensing and possessing the necessary insurance expertise and customer service knowledge.
Upgrade at issue
Cross-sell & up-sell
Customer service
Endorsement processing & distribution
Policy owner retention
Lead qualification
Premium processing
Claims support
Product Expertise
Patra has experience selling and servicing all lines of insurance products.
Commercial lines:
Commercial package/BOP
General liability
Workers’ compensation
Commercial property
Commercial auto
E&O
D&O
EPL
Excess/umbrella
Cyber liability
Surety
Personal Lines
Auto
Homeowners
Motorcycle
Renters
Umbrella
RV
Marine
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Services Insurance Processing
Accelerate your insurance processing with an outsourcing partner who truly knows your business.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking