Patra’s services change the way P&C organizations do business.

Patra’s P&C services deliver a true, start-to-finish solution for your policy administration functions. From document retrieval to certificate processing, each process combines into a unified workflow which improves operational efficiency, elevates the customer experience, and raises your bottom line.

Document Retrieval

Patra offers comprehensive document management solutions which expedite policy retrieval, filing, processing, issuance and delivery.

Document Retrieval is just the start of our end-to-end P&C solution.

As Patra manages your document retrieval process, we index retrieved documents, name and file to your standard naming conventions, create workflows to your policy document processing procedures, and deliver flexible document issuance workflows allowing your agency to setup who, when, and how documents are issued and delivered.

Policy Checking

Policy checking consumes enormous amounts of time and staffing resources. We can handle your policy checking needs so you can focus on more profitable tasks.

Nobody checks policies like we do!

Patra’s powerful artificial intelligence (AI) and machine learning (ML) technology expedites the parsing lengthy policy documents to gain actionable insights and data. By automating aspects of the policy checking process, we make it faster and more accurate, a benefit to both you and your insureds.

Endorsement Processing

Don’t let internal bottlenecks slow your business down. We can retrieve, check and process endorsements, while creating tasks and workflows which complement your processes.

Endorsement Processing that eliminates backlogs & bottlenecks.

With direct access to carrier website and your AMS, Patra begins retrieving critical policy information as soon as it becomes available and checking your endorsements for accuracy against your request to the carrier.

Data Entry

We can take over a vast variety of data entry, migration, and clean-up tasks, allowing you to focus on high-level, ROI-generating tasks.

Data Entry services that improve efficiency and reduce E&O risk.

Certificate Processing

If you’re losing entire days’ worth of staff labor to certificate processing, it’s time to consider Patra’s end-to-end certificate processing solutions.

Certificate Processing services that allow you to focus on growth.

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