Full-service print, mail and virtual mail outsourcing
A better way to scale fluctuating demands of low to high volume workflows.
Secure, efficient and timely service delivery
Experience the convenience and efficiency with Patra’s print and virtual mail outsourcing solution, Patra Document.
Through a comprehensive range of print, mail, and document processing solutions, you gain a seamless and cost-effective method to streamline the delivery of certificates, renewal letters, and other critical communications.
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.
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.
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.
Ways our clients use Patra's print and virtual mail solution
Snapshot of print, virtual mail, and document processes.
Policy Servicing
Auto ID Cards Marketing Collateral
Endorsements
Equipment Lists
Policy Declarations
Renewal Declarations
Statement of Values
Compliance
Acknowledgement Letters
Audit Letters
Claims
Non-renewal Notices
Notices of Cancellations
Risk or Loss Control Letters
Accounting
Billing Statements
Direct Bill Notices
Commission Statements
Invoices
Employee Benefits
Open Enrollment Documents
Benefits Guides
Marketing Collateral
Renewal Documents
Explore related content
Services Insurance Processing
Accelerate your insurance processing with an outsourcing partner who truly knows your business.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
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.
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.
Patra's Virtual Staffing 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.
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.
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.
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking