Streamline your document workflows
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
Patra manages carrier website and AMS logins to retrieve critical policy information as soon as it is available.
Patra indexes retrieved documents, naming and filing to your standard naming conventions.
Patra tailors workflows to your operational behaviors in processing policy documents by creating new tasks or activities within your AMS
Patra delivers flexible workflows enabling your agency to set up who, when and how documents are issued.
Our clients leverage Patra for a variety of document workflows
- Communication Logs
- Loss Runs
- Notice of Cancellation
- Renewal Notices