Comprehensive support across every phase of the P&C lifecycle
In today’s rapidly evolving market, agencies, MGAs, wholesalers, TPAs, and carriers must deliver exceptional customer service and fast response times while controlling operating costs. Patra helps streamline insurance workflows with scalable, cost-effective solutions that support growth and efficiency.
The Property & Casualty policy lifecycle involves multiple complex phases, each with their 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.
New business prospecting is critical to your company’s success, but administrative tasks often get in the way of building relationships with clients. Patra’s dedicated support during this crucial period helps your account managers or underwriters devote their time where it is most valuable.
Patra can help support your new business and marketing efforts with a variety of administrative and back office tasks including:
- Quoting and Submissions
- Data Entry
- Loss Runs
- Ex Mods
- Proposals
- Binds
Maintaining accuracy and speed in policy servicing is essential to customer satisfaction and operational efficiency. Patra’s team ensures your servicing tasks are handled promptly and precisely, freeing your staff to focus on client engagement.
Services include:
- Policy Issuance
- Policy Checking
- Endorsements
- Certificates and Cert Tracking
- Data Entry
- Invoicing
Renewals are a critical touchpoint for retention and revenue. Patra’s renewal support services help ensure timely, accurate processing so your team can focus on client relationships and strategic growth.
Services include:
- Policy Checking
- Renewal Solicitations
- Submissions
- Quoting
- Loss Runs
- Data Entry
- Certificates
- Audits
- Inspection Ordering
Claims and compliance tasks require precision and timeliness. Patra’s experienced team helps manage these functions efficiently, reducing risk and improving turnaround times.
Services include:
- Claim Acknowledgements and FNOL
- Direct Bill Reconciliation and Posting
- Invoicing
- Data Entry
- Notice of Cancellations
- Reinstatements
- Document Retrieval
- Audit Processing
Overcoming key challenges in property & casualty insurance
Managing property and casualty insurance operations comes with a range of challenges that can slow growth, increase costs, and impact customer satisfaction. Patra’s specialized services are designed to address these pain points with scalable, efficient solutions tailored to your business.
Administrative overload
Patra reduces the burden of repetitive tasks like data entry, quoting, and document handling. This allows your team to focus on strategic initiatives and client relationships.Inconsistent policy servicing
Our trained professionals ensure timely and accurate policy issuance, endorsements, and certificate tracking. This improves service levels and reduces errors.Renewal bottlenecks
Patra streamlines the renewal process with proactive solicitations, quoting, and audit support. Your team can focus on retention and upselling opportunities.Claims processing delays
We handle claim acknowledgements and FNOL efficiently, ensuring faster turnaround and better customer experiences. Our support reduces internal workload and improves accuracy.Compliance risks
Patra manages reinstatements, cancellations, and audit documentation with precision. This helps you stay compliant and avoid regulatory issues.Data integrity issues
Our teams follow strict quality control protocols to ensure clean, accurate data across all applications and workflows. This supports better decision-making and reporting.Limited scalability
Patra’s services are designed to grow with your business. Whether you're expanding into new markets or increasing volume, we provide consistent support.High operating costs
By outsourcing non-core functions to Patra, you reduce overhead and improve cost-efficiency. Our solutions are built to deliver ROI without compromising quality.
Our P&C services include the following:
Audits
Audit endorsements, update AMS, invoice premiums, and ensure policy delivery.
Binder Prep
Create binder following bind request and deliver.
Certificate Issuance
Receive and review request, issue or renew certificate(s) and attach applicable forms, delivery.
Claims
Update claim information in AMS/DMS.
Clearance
Receive, review and enter submission info, file any document(s) received, send correspondence for declination or additional info.
Direct Bill Posting
Enter/Import/Download direct bill transactions from monthly carrier statements, escalate exceptions.
Billing Reconciliation
Reconcile direct bill transactions already entered in AMS against monthly statements, escalate exceptions.
Document Retrieval
Access third party websites to retrieve documents and/or statements and file, distribute or assign activity for action.
Endorsement Checking
Review endorsement document for accuracy against source documents. Creation or issuance of endorsement through carrier.
Experience Modification
Ex-Mod document creation and/or calculation, retrieve Ex-Mod worksheet and file.
File Audit
Review account or policy files for compliance, request missing items via email, and follow-up on requests.
Indexing
Review and distribute emails in managed email inbox and/or scanned mail, create any necessary activities for staff follow-up.
Loss Control
Order, follow up on, and retrieve loss control or inspection reports. Triage report and deliver to underwriter.
Loss Runs
Request loss runs from carriers via email or download from portal. Upload into AMS or deliver to requestor.
Loss Summary
Aggregation of loss run information and delivery or upload into AMS in pre-defined template format.
Notice of Cancellations
Process notice of cancellation, non-renewal or requests, follow-up, and process reinstatement or rescission, send/deliver to insured.
Policy Checking
AI enabled comparison of carrier issued policy against source documents such as binders, application, or quotes.
Policy Data Extraction
AI enabled extraction of information from policy document and export in predefined file format or integration.
Policy Issuance
Create and bind policy with carrier based on instructions in quote, binder, application. Delivery to retailer or insured.
Quoting
Enter information into rater or carrier website using info provided & approved assumptions, retrieves & saves quote for client review.
Renewal Prep
Create and send correspondence requesting info in advance of renewal, create renewal file/policy line and appropriate renewal tasks.
Surplus Lines
Complete surplus lines forms, upload or complete SL forms in state websites, retrieve documentation from state websites, stamping.
Driving service and technology innovation with our partners
SAVED
TRANSACTIONS
ACCURACY RATE
ADMINISTRATIVE TASKS
CUSTOMER ACQUISITION
Struggling to keep up with policy servicing?
Manual policy servicing tasks can slow your team down and lead to costly errors. Patra’s experts can help you streamline operations and improve turnaround times.
Frequently asked questions
Patra works with agencies, MGAs, wholesalers, TPAs, and carriers across the insurance industry.
Yes. Patra’s solutions are tailored to your specific operational needs and goals.
Our teams follow strict quality control protocols and use secure systems to maintain data integrity.
Absolutely. Our services are designed to scale with your business, ensuring consistent support at every stage.
Patra combines deep insurance expertise with process improvement strategies to deliver high-quality, cost-effective solutions.
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Losing time on claims and compliance tasks?
Claims processing and compliance management shouldn’t drain your resources. Let Patra handle the details so your team can focus on growth and client service.
