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
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.
