Boost productivity and scale support for your Contact 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

Patra sells and services all lines of insurance products

Waterfront cityscape digital graphics overlay
  • Commercial package/BOP
  • General liability
  • Workers’ compensation
  • Commercial property
  • Commercial auto
  • E&O
  • D&O
  • EPL
  • Excess/umbrella
  • Cyber liability
  • Surety
Woman facing outward smiling
  • Auto
  • Homeowners
  • Motorcycle
  • Renters
  • Umbrella
  • RV
  • Marine

Explore Patra's Suite of Solutions.


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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