Optimize accounting and compliance processes

Eliminate manual processing for your most critical business administration workflows.

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

More On Our Insurance Processing Work Below

Person sitting down writing

Insurance Processing Employee Benefits

Simplify Employee Benefits Processing

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Insurance Processing Property and Casualty

We are one of the insurance industry’s leading Property and Casualty services providers, and can take your agency...

Patra is here to help

Patra is here to help

Patra is available to all markets and uses our collective experience to streamline your business models!