Discover the benefits of Patra OnDemand with Trish Rosenstangel
Leveraging years of experience, Patra OnDemand simplifies your daily operations with expert efficiency and seamless service. We handle your routine tasks, allowing your team to focus on building client relationships and advancing their careers. Experience reliable, standardized processes that elevate your business.
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.
Maximize your organizational value
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.
Employee Benefits Processing
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.
Business Administration Processing
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.
Accounting and Billing
We handle your direct bill invoicing, expense report tracking and many other accounting and billing tasks on your list.
Benefits Services
Your dedicated Patra team efficiently addresses census input and updating, renewal letters and more.
Data Entry
Patra provides meticulous data entry such as applications, new business data entry, and proposals.
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.
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.
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
- 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
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
- 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
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
- 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
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
- 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
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
- 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