We process certificates so you can focus on more profitable activities
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.
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.
Patra’s in-house print shop prints 3.5 million certificates annually. We can print and mail directly to the certificate holder.
CertVault is our cloud-based platform. We upload completed certificates that your agency or your certificate holder can access from anywhere.
