A Strategic Partner Throughout Your Employee Benefits Lifecycle
Today’s benefits landscape requires more than just administrative support – it demands a strategic partner who understands the intricacies of the entire benefits lifecycle. With the growth and complexity of employee benefits administration, this compounds the pressure on agencies like yours to deliver more value while maintaining efficiency.
Patra delivers a true, start-to-finish solution that maximizes your efficiency and profitability throughout the year. Our team of benefits processing experts integrates seamlessly with your operations, providing the support you need exactly when you need it.
Comprehensive Support Across Every Phase
The employee benefits lifecycle involves multiple complex phases, each with its own unique challenges and requirements. As a result, Patra developed specialized services, ensuring consistent, high-quality support throughout the entire lifecycle. Our approach allows your team to maintain high service levels while reducing the administrative burden on your staff.
The pre-renewal phase sets the foundation for the entire benefits year, yet it’s often where agencies face the greatest time constraints. Patra’s dedicated support during this crucial period helps your team focus on strategic planning and customer relationships while we handle data-intensive tasks and analysis. This approach ensures you start each renewal cycle prepared and positioned for success.
Our support during pre-renewal ensures your account managers can focus on developing strategic solutions, rather than getting caught up in time-consuming administrative tasks.
During this critical planning period, Patra helps shape the entire benefits year ahead by supporting your team with:
- Comprehensive claims analysis compilation
- Census population
- RFP preparation
- Strategic plan design spreadsheeting
- Online quoting
- Carrier renewal extraction
The renewal phase requires a careful balance between detailed analysis and prompt customer service, often creating significant pressure on your team. Patra’s renewal support services help eliminate bottlenecks and ensure thorough, accurate work, while maintaining crucial timelines. We handle the time-consuming aspects of the renewal, allowing your team to focus on strategic decisions and client relationships.
Patra’s renewal phase support helps eliminate bottlenecks and ensures your team can make thoughtful, strategic decisions, rather than rush to meet deadlines.
When time becomes your most precious resource, we help your team balance detailed analysis with current customer demands through:
- Efficient renewal extraction management
- Comprehensive alternative carrier marketing support
- Detailed quote comparisons and analysis
- Industry benchmarking
- Renewal presentation
- AMS policy renewal updates
Open enrollment represents the most visible and critical period in the benefits cycle, where efficiency and accuracy directly impact client satisfaction. Patra’s streamlined processes and experienced team ensure smooth execution of case builds and system configurations, typically completing setups within five business days. We help you maintain high service levels during this peak period, while reducing stress on your internal teams.
Our streamlined processes ensure smooth enrollment execution and enhanced employee satisfaction.
We transform the most visible and critical period in the benefits cycle with our efficient case builds and enrollment support:
- System setup and configuration (5-day turnaround once documentation is received)
- Accurate plan implementation
- Precise eligibility rules set up
- Detailed rate structure configuration
- Professional employee portal setup
- Comprehensive benefits administration system support
While open enrollment may be the most intensive period, ongoing benefits administration requires consistent attention and prompt response throughout the year. Patra’s team provides reliable, continuous support for daily operations, ensuring accurate record-keeping and timely updates. This persistent attention to detail helps prevent issues before they arise and maintains smooth operations year-round.
We maintain consistent attention to detail throughout the year with:
- Proactive eligibility management
- Timely COBRA administration support
- Efficient employee changes and updates
- Accurate commission tracking and reconciliation
- Ongoing compliance monitoring and support
Tap Into a Highly Scalable Service
SAVED
TRANSACTIONS
ACCURACY RATE
Transform Your Benefits Management
Free your team to focus on strategic client relationships while our experts handle your complex benefits administration tasks across the entire lifecycle.
Our Approach Includes
Strategic Alignment
A joint discovery session with Patra will ensure a complete understanding of your customers’ needs, your market differentiators, financial requirements and management strategies, so we can deliver against these parameters resulting in your agency saving time and expense for all administrative service needs.
Service Architecture
Patra will unite its best practices with your requirements in our creation and architecture of standard operating procedures for every facet of your service needs.
Service Transition
Once aligned, Patra will ensure your transition of work to us is tested and proven, and our teams are properly and expertly trained, prior to our service delivery commencing in a live environment.
Patra's Commitment to Excellence
Quality Control and Management
In a joint discovery session, Patra will ensure a complete understanding of your customers’ needs, your market differentiators, financial requirements and management strategies, so we can deliver against these parameters resulting in your agency saving time and expense for all administrative service needs.
Patra’s Quality Control and Management Program includes:
- Multi-Level Review Process:
Ensures meticulous oversight at every stage to mitigate and resolve errors. - Standardized Procedures:
Promotes consistency and reliability across all deliverables. - Comprehensive Accuracy Checks:
Strives for precision in every task completed. - Detailed Documentation Protocols:
Provides clear records and actionable insights for continuous improvement. - Regular Quality Metrics Reporting:
Tracks performance trends and supports data-driven enhancements.
Flexible Staffing Model During Peak Months
Your resource needs fluctuate throughout the year, particularly during renewal and open enrollment seasons. Patra’s flexible staffing model allows you to scale support up or down based on your needs, ensuring you have the right level of support at the right time. This approach eliminates the need to hire staff for peak periods, while maintaining consistent service quality.
Patra adapts to your changing needs throughout the year with:
- Flexible resource allocation
- Rapid scalability during peak seasons
- Consistent service quality regardless of volume
- No year-round volume commitment requirements
- Predictable timelines and deliverables
Scale Your Benefits Services
Meet fluctuating demands with our flexible staffing model. Handle peak seasons confidently without the burden of hiring additional staff.
Why Partner With Us
Expert Benefits Administration
Patra’s teams bring deep industry knowledge and specialized expertise to every task they perform. Through ongoing training and development, we ensure our staff stays current with industry trends, compliance requirements, and best practices. This expertise allows us to handle complex situations efficiently and provide valuable insights to improve your processes.
Patra’s specialized teams bring deep industry knowledge including:
- Extensive benefits administration experience
- Comprehensive HRIS solution expertise
- Proven process optimization capabilities
- Ongoing professional development
- Industry best practice implementation
Technology and Systems Expertise
Modern benefits administration requires proficiency across multiple technology platforms and systems. Our teams are well-versed in most major HRIS solutions and benefits administration platforms (see below), allowing us to work seamlessly with your existing technology.
Growth Impact on Your Business
ADMINISTRATIVE TASKS
CUSTOMER ACQUISITION
RATE
Higher Customer Satisfaction and Retention
Patra’s tailored benefits solutions address your customers’ specific needs. Through rapid delivery and workflow processes, you can foster greater customer satisfaction and long-term retention rates.
Attract New Customers
Customer service is table stakes in today’s demanding business environment. Turning over the back-office administration of your benefits program to Patra frees account managers to focus on customer acquisition, driving upwards of 25% increase in acquisition rates.
Enhanced Operational Efficiency
Streamlined processed managed by Patra consistently result in significant time and resource savings — as much as 65% reduction processing administrative tasks.
Retain Staff
Employee benefits is a seasonal, high-pressure business that often contributes to low employee morale, burnout and even resignation. Partnering with Patra allows you to elevate top employees to higher value activities resulting in staff retention and enabling succession planning.
Elevate Client Experience
Deliver exceptional service across the entire benefits lifecycle with our comprehensive support, from pre-renewal planning to ongoing management.
Frequently Asked Questions
Patra’s services include pre-renewal support (claims analysis, plan design spreadsheeting, RFP preparation), renewal phase assistance (renewal extraction, carrier marketing, quote comparisons), open enrollment support (case builds, system configuration, employee portal setup), and ongoing management (eligibility management, COBRA administration, commission tracking). We serve as an extension of your team, allowing your Account Managers to focus on strategic customer relationships.
Patra’s case builds are completed within a 5-day turnaround time once all documentation is received. Our streamlined process includes accurate plan implementation, precise eligibility rules setup, and detailed rate structure configuration. This efficiency helps you maintain high service levels during peak enrollment periods while reducing stress on your internal teams.
Quality is embedded in every aspect of our service delivery. We employ a systematic approach with a dedicated QA team that uses a multi-level review process, standardized procedures, comprehensive accuracy checks, detailed documentation protocols, and regular quality metrics reporting. Our approach isn’t just about meeting standards—it’s about exceeding expectations and fostering continuous improvement.
Patra’s flexible staffing model allows you to scale support up or down based on your needs throughout the year, particularly during renewal and open enrollment seasons. We provide flexible resource allocation, rapid scaling during peak seasons, consistent service quality regardless of volume, no year-round volume commitment requirements, and predictable timelines and deliverables. This approach eliminates the need to staff for peak periods while maintaining consistent service quality.
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