Patra OnDemand Insurance Processing
Patra standardizes, simplifies, and streamlines business processes throughout the operational value chain for property & casualty, employee benefits, and business administration.
24-Hour Processing
Patra’s global processing experts operate during your business hours to ensure timely delivery of work.
Flexible Service Models
No hourly minimums, full-time staff equivalent requirements, hidden fees, or long-term contract commitments.
Tailored Support
Patra’s processing professionals are trained in your organization’s workflow and operational standards and identify process improvement opportunities.
Hi, my name is Trish Rosenstangel. I am the senior director of Patra’s On Demand team for retail agencies.
Some agencies get into a mind set of “this is we’ve done it for years” and they don’t look outside of that. And what Patra’s client consultants on my team bring is bring years of experience and best practices and doing things efficiently. We do a standard operating procedure and so everybody does it the same. Unlike maybe in the office, every account manager or every servicer might be doing things differently, we’re working efficiently.
And on the On Demand side they’re usually starting with one to two services and so the services are really helping them to manage their business, taking the workload off of the people who work at the insurance carriers or or the brokers and being able to offload that work to Patra.
In the OnDemand service model, we are their day to day, contacts or servicers. We work with the offshore teams to get their services up and running and flowing. If they have issues, they’re coming to us. We’re really that day to day contact to make their service run smoothly and efficiently.
We’ve found clients are able to go back to building their client relationships because they’re not focused on insurance processing tasks. They’re able to go and they’re have a career path and move up within their agencies or their carriers because they can now focus on the bigger things they need to be doing.
Hours Saved
Accuracy
Operational Cost
A Powerful Approach to Process Improvement
Discover how Patra OnDemand supports over 880 insurance organizations.
Tech-Enabled Insurance Process Improvement
Patra OnDemand for Property & Casualty
End-to-end insurance processing services for Property & Casualty policy management and administration. Unify workflows, improve business process operations, and reduce E&O exposure risk.
- Certificate issuance
- Policy checking
- Claims services
- Endorsement processing
- Submission clearance
Patra OnDemand for Employee Benefits
Accelerate employee benefits processing without sacrificing quality or accuracy.
Streamline workflows throughout the entire employee benefits renewal cycle.
- Case builds
- AMS updates
- Open enrollment set up
- Renewals and changes
- Auditing
- Eligibility management
Patra OnDemand for Business Administration
Fully integrated accounting and compliance processing services that alleviate in-house teams from high-volume, manual tasks.
- Accounting and billing
- Commission posting
- Compliance and licensing
- Surplus lines filing
- Data entry
- Direct billing
Unlock New Growth with Patra OnDemand
Talent shortages and turnover lead to delayed responses and quality obstacles. Back-office backlog can hinder producers’ capacity to effectively service policyholders and build new relationships. Patra OnDemand eliminates manual processing tasks so retail insurance agencies and brokers can effectively sell, deliver, and manage policies.
- Strengthen policyholder retention
- Grow your book of business
- Increase close rates
Time-consuming, manual business processes diminish insurance intermediaries’ ability to deliver value to partners.
Operational challenges can reduce wholesalers’ ability to effectively manage and grow their complex program businesses.
Patra OnDemand streamlines workflows, allowing non-admitted carriers to meet growing policyholder demand for tailored coverage solutions.
- Drive underwriting profitability
- Capture emerging market opportunities
- Improve placement efficiency
Assisting distribution partners while managing authority compliance creates a myriad of challenges. Manual underwriting operations have direct and indirect costs to MGA and MGU program profitability. Patra’s OnDemand improves process efficiency to help accelerate program growth potential.
- Boost carrier, broker, and policyholder engagement
- Enhance submission flows
- Streamline carrier reporting
Frequently Asked Questions
Patra OnDemand provides tech-enabled insurance processing services for various insurance organizations including retail agencies, wholesalers, carriers, MGAs, and MGUs. The service standardizes, simplifies, and streamlines business processes throughout the operational value chain for property & casualty, employee benefits, and business administration, helping organizations improve productivity and grow revenue.
Patra OnDemand offers flexible service models with no hourly minimums, full-time staff equivalent requirements, hidden fees, or long-term contract commitments. Their processing professionals are trained to work according to your organization’s workflow and operational standards. Additionally, they operate 24-hour processing with global experts working during your business hours to ensure timely delivery.
Patra OnDemand offers three main service categories tailored to different aspects of insurance operations.
For Property & Casualty, they provide end-to-end insurance processing services that unify workflows, improve business process operations, and reduce E&O exposure risk. Their comprehensive services include certificate issuance, policy checking, claims services, endorsement processing, and submission clearance.
In the Employee Benefits area, Patra helps accelerate processing without sacrificing quality or accuracy. They streamline workflows throughout the entire employee benefits renewal cycle with services covering case builds, AMS updates, open enrollment setup, renewals and changes, auditing, and eligibility management.
Their Business Administration services offer fully integrated accounting and compliance processing that alleviates in-house teams from high-volume, manual tasks. This includes accounting and billing, commission posting, compliance and licensing, surplus lines filing, data entry, and direct billing support.
Retail Agencies & Brokers face significant challenges with talent shortages and turnover that often lead to delayed responses and quality obstacles. Back-office backlogs can hinder producers’ capacity to effectively service policyholders and build new relationships. Patra OnDemand eliminates these manual processing tasks, allowing retail insurance agencies and brokers to focus on selling, delivering, and managing policies. This leads to strengthened policyholder retention, growth in your book of business, and increased close rates.
Wholesalers often struggle with time-consuming, manual business processes that diminish their ability to deliver value to partners. These operational challenges can reduce their ability to effectively manage and grow complex program businesses. With Patra OnDemand, wholesalers can streamline workflows to meet growing policyholder demand for tailored coverage solutions. The result is improved underwriting profitability, better placement efficiency, and the ability to capture emerging market opportunities.
MGAs and MGUs face unique challenges in assisting distribution partners while managing authority compliance. Manual underwriting operations often have direct and indirect costs to program profitability. Patra OnDemand improves process efficiency to help accelerate program growth potential by boosting carrier, broker, and policyholder engagement, enhancing submission flows, and streamlining carrier reporting.
Patra OnDemand addresses several key operational challenges faced by insurance organizations:
- Talent shortages and turnover that lead to delayed responses and quality obstacles
- Back-office backlogs that hinder producers’ capacity to effectively service policyholders and build new relationships
- Time-consuming manual business processes that diminish insurance intermediaries’ ability to deliver value to partners
- Operational challenges that reduce wholesalers’ ability to effectively manage and grow complex program businesses
- Authority compliance management while assisting distribution partners for MGAs and MGUs
- Manual underwriting operations that impact program profitability for MGAs and MGUs
By eliminating these pain points through standardized, simplified processes, Patra OnDemand allows insurance organizations to focus on growth and client relationships rather than administrative tasks.
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