Your data integrity is our top priority.
Clean and accurate data is essential to making sound business decisions, effectively managing customer relations, and optimizing opportunities for new business and increased revenue. With the insurance industry’s complex network of systems and unique workflows to manage data — retail brokers, wholesalers, MGAs and carriers are overloaded with allocating front-line service teams and resources to migrate, clean and manage data.Our scalable and flexible workflows support all data entry functions across P&C and Employee Benefits processes.
With flexible and scalable capacity, we take on a multitude of data entry workflows prioritizing your business needs and timelines — allowing your team to focus less on data, more on strategic and revenue generating tasks.
Patra’s proven workflow methodology prioritizes accuracy, speed and minimal customer disruption. Our end-to-end data migration services include data extraction, upload, validation, and workflows to maintain data integrity.
Patra orchestrates a team of data experts and automation processes to accurately and efficiently clean data sets across your organization’s primary P&C and EB data sources and platforms.
We Are System Agnostic
Regardless of your platforms — document management, certificate management, agency and policy management, lead management, benefit administrations — Patra’s data management services help manage data so you can focus on driving data-based, actionable insights.