Discover the benefits of Patra Document with VP Paul Misso
Streamline your operations with Patra Document. We handle everything from printing and mailing documents to quality checks and virtual mailroom operations, freeing up your resources and saving costs. Trust Patra to manage your administrative tasks efficiently.
I’m Paul Misso, the Vice President of Operations at Patra responsible for Patra Document.
We print and mail any and all documents our customers need. We can print, mail, and package benefit brochures, corporate handbooks, send out notices, or invoices.
Patra’s regular services create certificates, check policies, create endorsements, notices, invoices, etc. We receive those files, print, and mail them to where they need to arrive.
We serve as a big quality check to ensure what goes out is accurate. We will verify if a certificate of insurance is signed, for example.
We take a large piece the administrative responsibilities off our customers’ plates so they can take skilled resources they have, who have been in the insurance industry for over 20 years, and ensure they’re focused on business development.
The second piece is our virtual mail capabilities, we can take over their mailroom operations. We’re here to make our customers’ lives easier.
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.
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?
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.
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.
Patra’s print shop is a highly automated facility that prints and mails over fifteen million insurance documents per year. With minimal staff, our automation processes small to large custom print jobs created around the globe and prepares them with the most efficient delivery method in the industry.
The process begins with our software, which gathers the print jobs, reads the recipient’s address, and combines like addresses together to reduce multiple mailings.
Cover pages are created for each windowed envelope, which contains the recipient’s address, as well as page counts for the inserted machine. Batch print jobs are sent to multiple printers via remote employees. Once the batches have finished printing, they are quickly reviewed for quality and then loaded into a high speed inserter machine.
The inserger reads the cover page for each envelope to determine the number of pages to be collated and the envelope size needed.
In then correlates and inserts each mailing into the appropriate envelope.
The inserter then seals and stacks the envelopes neatly for the attendant to gather.
The envelopes are already pre stamped with a prepaid sort stamp that eliminates the need for a postage meter.
Afterwards, all outgoing mail is placed into bins to await pickup and distribution.
What is our goal?
