Full service print, mail and virtual mail solutions

A better way to scale fluctuating demands of low to high volume workflows.

View List of Print Products

Print and Virtual Mail Services

Acting as your dedicated in-house mailing department, Patra manages all inbound/outbound correspondence, mail compliance standards, and document scanning and indexing workflows. Why choose Patra Document?

Print

State-of-the art printing facility delivering quality, scalable printing for day-to-day or peak production volumes.

Virtual Mail

Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.

Document Management

Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.

The items shown here are for illustration purposes only and are not ordered directly from this page. Every item can be customized to suit each company’s individual needs.

Certificate of Mail
Certificate of Mail
Claim Acknowledgement
Claim Acknowledgement
Endorsement Letter
Endorsement Letter
Evidence of Insurance
Evidence of Insurance
Insurance Identification
Insurance Identification
Insurance Policy
Insurance Policy
Liability Insurance
Liability Insurance
Invoice
Invoice
Renewal Schedules
Renewal Schedules
Post Card
Post Card
Table Tent
Table Tent (front)
Benefits Guide
Benefits Guide Cover
Welcome Letter
Welcome Letter
Benefits Document
Benefits Document
Letterhead
Letterhead

What is our goal?

Provide all needed print and mail services to enable Patra customers to invest their resources in higher-value-add activities such as business development."
Hi Team! I wanted to share a quick printing success story. A client had been given three quotes for printing their 4,200 BAAGs. The least expensive option was chosen, which was Staples, but their turn around time after final approval was 10-12 business days to print and then ship…then the shipping time would be added onto that. After a discussion with the producer, it was determined the client could not wait that long and needed the BAAGs this week. Patra received the files last Friday morning (2/28) and all of the guides will be received today. There were 33 locations across the country and to ease our mind that the guides would be received on time, since Friday, Patra would send us a spreadsheet with tracking numbers for the guides that were shipped that day. Patra does cost a little more, but their service and turnaround times are excellent, without having to sacrifice quality! Hope this helps for anyone deciding which vendor to use."

A new approach to managing print, mail, and virtual mail


Patra document facilitates your day-to-day print, mail, and virtual mail processing. Our service can support with managing your return mail for redistribution, updating contact lists, attaching printed or mailed documentation to your preferred policy and agency management systems and processing customized insurance document management workflows.


Why choose Patra Document?

Printing on your own is a “money pit”! No need to maintain or lease printing facilities, purchase or lease equipment, or incur all those overhead associated costs.

Equipment for printing:

  • Printers
  • Folder/inserter
  • Tables/desks
  • Rent 80-120 sq ft
  • Equipment space
  • Storage space
  • Salary/benefits
  • IT set up/support costs
  • Power drops
  • Network
  • Repairs/help desk
  • Utilities (electric)

Mail:

  • Postage meter
  • Addressing sw & correcting bad addresses
  • Postage full rate
  • Mail pick up/drop
  • FedEx / UPS / DHL services
  • Certified mail service
  • Certificate of mail service
  • Managing returned mail

Supplies and time to purchase/manage supply chain inventory:

  • Paper (size/weight considerations)
  • Envelopes (different sizes with branding)
  • Ink
  • Tape
  • Sealant
  • Staples
  • Retail cost vs Patra cost
There are only two ways of doing business…before Patra and After Patra. Our company was struggling with the mailing process for a large number of certificates of insurance and it seemed the struggle would not end, and that is when we discovered Patra. They are the best! The process for us is now no more than an email click away. We simply send our information to Patra and they take care of the rest. Their customer services is always excellent and they get things done. We can relax knowing that once we request their services, we will receive very timely confirmation that our order has already been processed. Thank you, thank you! You make our life easier and I know you do that for many clients and also have many other services available."

Frequently Asked Questions

Printing, mailing, bulk mailing, benefit brochures, corporate handbooks, virtual mailroom, certificates of mailing. Patra Print Shop will provide any service that frees up your resources to increase your sales and bottom line.

All print jobs are managed through Patra’s secure PatraOne software. Only Print Shop personnel have access to the print queue. Physically, the Print Shop is only accessible through personal access codes. Employees cannot take any documents with them and are not permitted to have any photographic devices on the production floor.

Starting is easy and typically takes a few days to get set up. Our implementation team will work with you to create your profile in PatraOne, provide you the cover page requirements, and document your workflow. There are no mins and no contracts, so you can stop the service any time if you are not satisfied.

These are cover pages that have your specific return address on them and a symbol our software recognizes as a page break. It enables us to process your mail faster. It automates the process and creates accounting verification for the pieces of mail.

Mail pick up and processing, manage return mail, scanning, emailing documents, forwarding mail, anything you need to streamline your office workload to focus on growing your business.

Power your business with innovation.

From tech-enabled back-office processing teams, to dedicated experts performing staffing assistant services, to Patra account managers servicing a book of small business on your behalf, to complete management of your virtual print and mail room, Patra has the solutions that help you drive growth, profit, and value.

Based on your selection of the market , the following data has been preselected to accomodate your needs. However, you may still choose from any of the marketing segments and service lines shown.
Retail Agency wholesaler MGA Carrier Insurance Ecosystem
Insurance Processing Small Accounts Management Virtual Assistant Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.

Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.

  • Dedicated U.S. Based, Licensed Account Manager
  • A to Z Account Management for
    • Small Group
    • Small Commercial
    • Personal Lines
  • White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.

Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.

Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.

Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Learn More
Policy Lifecycle Support
Administrative Support
New Business / Marketing
Policy Servicing
Renewal Services
Claims Services
Loss Runs Quoting Experience Modifications (Ex Mods) Data Entry Renewal Letters Proposals
Policy Checking Data Entry Certificates Summaries of Insurance
Claim Acknowledgement Claims Follow-up
New Business / Marketing
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Census Population RFP Preparation Online Quoting Carrier Renewal Extraction Spreadsheeting - Renewal or Alternate Plans
Claims Experience Spreadsheeting - Renewal or Alternate Plans Data Entry - Claims Data
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application
Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc.
Trust Account Reconciliation AR Tracking
Compliance Documents COBRA
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Snapshot of Print, Mail and Document Processing Services:
  • Certificates
  • Policies
  • Endorsements
  • Direct Bill Letters
  • Claims Acknowledgement Letters
  • Auto ID Cards
  • Audit Letters
  • Notice Non-renewal Letters
  • Notices of Cancellations
  • Claims
  • Acknowledgement Letters
  • Marketing Collateral
  • Employee Benefits Documents
  • Upcoming Renewals
  • Benefits Guides
  • Compliance Documents
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Rating/Quoting Binds Indexing Risk Evaluations Document Retrieval Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Policy Admin Document Retrieval Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry Notices Audits
Submissions Submissions Triage Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry Notices Audits
First Notice of Loss Loss Runs Indexing Data Entry
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Eligibility Benefits Administration Updates Enrollment Confirmations Data Entry
Census Population RFP Preparation Online Quoting Carrier Renewal Extraction Spreadsheeting - Renewal or Alternate Plans
Claims Experience Spreadsheeting - Claims Data Data Entry - Claims Data
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application
Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc.
Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry Stamping
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Notice of Cancellations
  • Auto ID Cards
  • Audit Letters
  • Notice Non-renewal Letters
  • Notices of Cancellations
  • Notice of non-Renewals
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Policy Cancellation Notices
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Rating/Quoting Binds Indexing Risk Evaluations Document Retrieval Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Policy Admin Document Retrieval Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry Notices Audits
Submissions Submissions Triage Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry Notices Audits
First Notice of Loss Loss Runs Indexing Data Entry
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Eligibility Benefits Administration Updates Enrollment Confirmations Data Entry
Census Population RFP Preparation Online Quoting Carrier Renewal Extraction Spreadsheeting - Renewal or Alternate Plans
Claims Experience Spreadsheeting - Claims Data Data Entry - Claims Data
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application
Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc.
Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry Stamping
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Notice of Cancellations
  • Auto ID Cards
  • Audit Letters
  • Notice Non-renewal Letters
  • Notices of Cancellations
  • Notice of non-Renewals
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Policy Cancellation Notices
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Binds Indexing Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry
First Notice of Loss Loss Runs Indexing Data Entry
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Eligibility Benefits Administration Updates Enrollment Confirmations Data Entry
Census Population RFP Preparation Online Quoting Carrier Renewal Extraction Spreadsheeting - Renewal or Alternate Plans
Claims Experience Spreadsheeting - Claims Data Data Entry - Claims Data
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application
Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc.
Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry - Claims Data
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Notice of Cancellations
  • Auto ID Cards
  • Audit Letters
  • Notice Non-renewal Letters
  • Notices of Cancellations
  • Notice of non-Renewals
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Policy Cancellation Notices
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Binds Indexing Risk Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Binds Indexing Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk Evaluations Data Entry
First Notice of Loss Loss Runs Indexing Data Entry
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Eligibility Benefits Administration Updates Enrollment Confirmations Data Entry
Census Population RFP Preparation Online Quoting Ecosys Renewal Extraction Spreadsheeting - Renewal or Alternate Plans
Claims Experience Spreadsheeting - Claims Data Data Entry - Claims Data
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application
Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc.
Trust Account Reconciliation AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data Entry
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency Billed Accounting
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications ecosys Billing Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience Reports
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Snapshot of Print, Mail and Document Processing Services:
  • Policy Declarations
  • Endorsements
  • Billing Statements (including audits statements)
  • Renewal Declarations
  • Notice of Cancellations
  • Auto ID Cards
  • Audit Letters
  • Notice Non-renewal Letters
  • Notices of Cancellations
  • Notice of non-Renewals
  • Risk or Loss Control Letters and/or Reports
  • Statement of Values
  • Employee Benefits Documents
  • Equipment Lists
  • Policy Cancellation Notices
  • Invoices
  • Commission Statements
  • Claims acknowledgement letters
  • Auto ID Cards
  • Marketing Collateral

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Patra is available to all markets and uses our collective experience to streamline your business models!