Comprehensive support across every phase of the benefits lifecycle
Patra provides expert support across every phase of the EB lifecycle, helping your team maintain high service levels while minimizing time-consuming tasks.
Strategic planning without the stress.
Agencies often face time constraints during the pre-renewal phase, limiting their ability to focus on strategic planning.
Patra handles data-intensive tasks so your account managers can concentrate on client relationships and long-term strategy.
Eliminate bottlenecks and meet deadlines.
The renewal phase demands detailed analysis and fast turnaround, often creating pressure and bottlenecks.
Patra’s renewal support ensures accuracy and timeliness, allowing your team to make informed decisions without sacrificing quality.
High visibility, high stakes.
Open enrollment is the most visible and critical period, where errors can impact client satisfaction.
Patra’s streamlined processes and experienced team ensure smooth execution, typically completing system setups within five business days.
Year-round reliability.
Benefits administration doesn’t end after enrollment—it requires consistent attention and responsiveness.
Patra provides reliable, ongoing support to maintain accurate records and prevent issues before they arise.
Can we customize the employee benefits services to our specific needs?
Audits
Comparison of specified data points between multiple documents or systems.
Case Builds
Handle Adds, Terms, OE, QLE changes with carriers, and generate COBRA notices efficiently and accurately
Claims Experience
Request or retrieve claims reporting from carriers and/or enter claims data into system/template
Commission Posting
Enter/Import/Download commission transactions from monthly carrier statements, escalate exceptions
Confirmation
Verify eligibility changes with carriers via automated feed, confirm processing, and follow up twice for assurance
Data Entry
Offer ACA reporting, AMS updates, benefit guides, BOR submissions, census prep, renewals, RFPs, and more
Document Retrieval
Handle carrier invoices, commission statements, delinquent notices, employee census, ID card requests, plan docs, and renewals
Follow Up
Manage delinquent notices, renewal decisions, and follow-up requests with timely correspondence and efficient tracking
Invoicing
Enter transactions into the AMS, generate invoice, send to client for review
Policy Checking
Comparison of specified medical and ancillary plan/policy facts between multiple plan documents or systems
Quoting
Pull quotes from quoting software or request quote via email.
How do we measure the ROI of outsourcing with Patra?
SAVED
TRANSACTIONS
ACCURACY RATE
ADMINISTRATIVE TASKS
CUSTOMER ACQUISITION
Transform your benefits management
Free your team to focus on strategic client relationships while our experts handle your complex benefits administration tasks across the entire lifecycle.
Why partner with Patra
Patra’s commitment to EB services excellence goes beyond completing tasks – we focus on delivering consistent, high-quality results with the flexibility to scale up/down during peak or low volume time periods as well as with the demands of your business.
- Comprehensive quality management
- Scalable staffing model for seasonal demands
- Specialized benefits administration expertise
- Technology platform proficiency
- Improved customer satisfaction and retention
- Accelerated customer acquisition
- Operational efficiency gains
- Enhanced staff retention
Frequently asked questions
Patra’s employee benefits services support every phase of the benefits lifecycle—from pre-renewal to ongoing management—reducing administrative burden and enabling your team to focus on strategic client relationships.
Absolutely. Our employee benefits services are constructed to be robust and highly adaptable. We offer a wide range of services that can be tailored to meet your organization’s unique goals and operational needs. For personalized guidance, please contact us directly to explore the best-fit options.
Quality is embedded in every step of our service delivery. With standardized processes, multi-level reviews, and continuous performance tracking, our dedicated QA team ensures accuracy, consistency, and improvement—delivering results that exceed expectations.
Patra’s flexible staffing model adapts to your seasonal needs—especially during renewals and open enrollment. We offer rapid scaling, consistent service quality, and predictable delivery without year-round volume commitments, helping you avoid overstaffing while maintaining operational efficiency.
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