Accelerate your insurance processing with an outsourcing partner who truly knows your business.
Maximize your organizational value
Spend more time growing your business, less time on administrative tasks.
Whether you’re a retail broker, MGA, wholesaler or carrier, finding opportunities to maximize organizational value is vital. Our experienced insurance professionals address your staff’s workload to improve efficiency, increase internal productivity and grow top-line revenue.
Dedicated Support 24 Hours a Day
Patra dedicates a team to your agency, trained to your standards, focused on your business and finding ways to improve workflows and processes.
Pay for Results, Not Downtime
Patra offers no hourly minimums, full-time-equivalent requirements or other hidden fees. Our specialist model scales to your needs to address the cyclical nature of insurance processing, without committing you to long-term contracts.
Help Your Employees Succeed
The less time your account staff spends running reports, downloading files to your systems or checking policies, the more time they can spend in front of your customers. By relieving some of these administrative tasks, your staff will gain hours of productive time each day.
Property & Casualty Processing
End-to-end P&C processing solutions for policy management. From document retrieval to certificate processing, each process combines into a unified workflow, improving operational.
EB solutions to help manage high-volume insurance processing during open enrollment. Patra streamlines workflows for pre-renewal, renewal, post-renewal, and ongoing client management processes.
Fully integrated accounting and compliance processing solutions to help alleviate staff from high-volume, manual tasks. From data entry, invoicing to surplus lines filing, Patra executes with accuracy and consistency.
Insurance processing to support every aspect of your business
Policy Services
With more than 20M transactions processed annually, Patra can meet any processing business need, from policy checking and delivery to endorsement processing and billing.
Claims Services
Patra is expert at managing claims service from experience modification calculation to premium loss summaries and many others.
Certificate Services
Patra is one of the largest certificate issuers in the world, providing unsurpassed expertise when it comes to certificates, evidences, endorsements and so much more.
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