Transform your business
Improve controls measures, expedite reporting, and empower your accounting and compliance teams.
Patra understands the importance of accounting and compliance in your business. These business administration functions play a crucial role in maintaining industry regulation and efficiency. However, managing these processes requires meticulous attention to detail and a significant investment of time.
Our team operates as a seamless extension of your own, offering dedicated specialists who understand the insurance industry and will expertly handle your accounting and compliance workflows securely within your agency management and accounting systems. With our comprehensive services, you can count on secure and scalable support that prioritizes accuracy, consistency, and timeliness.
- Invoicing
- Indexing
- Payment Processing
- Data Entry
- Direct Bill Reconciliation
- Direct Bill Posting
- Commission Posting
- Premium Payables (aka Fiduciary Payables)
- AR Tracking
- Trust Account Reconciliation
- Cash Application
- Premium Finance Posting
- Lock-Box, ACH, eCheck, Credit Cards, etc.
- Compliance & Licensing
- Surplus Lines Filing
- Document Retrieval
- Invoicing
- Indexing
- Data Entry
Patra is here to help
Patra is available to all markets and uses our collective experience to streamline your business models!
