Document Management

An all-in-one solution for document retrieval, indexing, processing, issuance and delivery.

Streamline your document workflows

Put the right processes in place to increase accuracy, compliance, and productivity.

Patra’s document processing are designed to easily adapt to the unique workflows needed to manage various types of policy documents. Whether its a Notice of Cancellation (NOC) that needs to be retrieved from a carrier website and issued to an insured; or pulled loss runs report to attach in a proposal – Patra equips your agency with a team and unified workflow to efficiently retrieve, index and issue critical policy documents.

Full suite of document management solutions

Document retrieval, indexing, and issuance processing

Document Retrieval

Patra manages carrier website and AMS logins to retrieve critical policy information as soon as it is available.

Document Indexing

Patra indexes retrieved documents, naming and filing to your standard naming conventions.

Activity Setup

Patra tailors workflows to your operational behaviors in processing policy documents by creating new tasks or activities within your AMS

Document Issuance

Patra delivers flexible workflows enabling your agency to set up who, when and how documents are issued.


  • Audits
  • Claims
  • Communication Logs
  • Policies
  • Endorsements
  • Loss Runs
  • Invoices
  • Notice of Cancellation
  • Reinstatements
  • Non-renewals
  • Renewal Notices

Improve efficiency with document management

Patra’s full suite of document retrieval, indexing and issuance processes improve your operational efficiency; saving you time, money and giving your service teams more time to focus on what is most important — your clients.

Some Other Services By Patra

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Property and Casualty Certificate Processing

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

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Property and Casualty Data Management

Patra offers data management solutions to seamlessly update, manage, and ensure the quality and integrity of your d...

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Property and Casualty Policy Checking

Applying artificial intelligence to address real insurance challenges.

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.
Let's Get Started