Certificate Processing & Issuance

Leading agencies turn to Patra for efficient and reliable certificate of insurance processing.

We process certificates so you can focus on more profitable activities

Patra issues more than 4M+ Certificates of insurance each year, with a 99% accuracy rate.

While issuing certificates of insurance is a critical service for insured and certificate holders, the process of verifying and distributing certificates is time consuming. Agency account managers can spend the majority of their work day on certificate processing alone. Patra takes certificate processing off your desks, allowing agency staff to focus on growth and revenue generating activities.

 


Efficient

Patra issues 10,000+ certificates per month for a single client. We clear certificate backlogs in a fraction of the time.

Accurate

We prioritize accuracy, cross referencing key information and coverage items against source documents. Patra delivers a greater than 99% accuracy rate processing certificates,  protecting your agency against claims.

Scalable

Our flexible workflow accommodates rush requests, issuing certificates in as little as two hours and scalable teams to process bulk renewals in just 48 hours.

A full service certificate processing solution

You, or your insured, can initiate a certificate request, we’ll process and deliver the certificate for you. Our processing experts provide quick, accurate, and consistent certificate processing so your agency can focus on what matters most – your clients.

We streamline certificate processing from request to delivery

Receive Certificate Request

We process certificate requests via email or within your agency management system (AMS)

Create Certificate

Your Patra certificate processing team generates the certificate based upon the contract request.

Verify Against Endorsements & Forms

We double check the certificate against the certificate issuance document and the request before sending. Before issuing the certificate, our QA team also reviews to ensure a thorough check.

Deliver Certificate

You decide the certificate delivery method. We can deliver certificates directly to the certificate holder or to your agency.

Patra’s certificate processing offers three delivery methods to choose form.


woman reviewing her emails

We send certificates on your agency’s behalf via your email system. That’s right—any email that we send to your customers looks like it came directly from your agency, with your desired verbiage and branding.

Team reviewing printed documents

Patra’s in-house print shop prints 3.5 million certificates annually. We can print and mail directly to the certificate holder.

Manager Workshopping With Team

CertVault is our cloud-based platform. We upload completed certificates that your agency or your certificate holder can access from anywhere.

Contact Patra today!

Contact Patra today!

Let's talk about what Patra’s technology driven services can do for your business productivity and customer experience.
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