Discover the benefits of Patra Assist with Lacey Cenac
Patra Assist is your go-to virtual assistant service for recruiting, onboarding, and managing HR tasks so you can focus on what matters. Our VAs are flexible and essential. Join our satisfied clients and experience the difference today. Everyone needs a Patra VA!
Patra Assist is a virtual assistant service exclusively for insurance organizations. Patra recruits, onboards, and handles administrative related duties on behalf of our insurance clients. And then our insurance clients teach their new virtual assistant the tasks and areas they will be supporting. Our insurance clients get to train their virtual assistants their own way.
Some of the feedback we get from our clients is literally, “I cannot live without my virtual assistant anymore”. It’s so fulfilling to see how we impact our clients and enable them to do what they need to do.
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- What Is a Virtual Assistant
- How Patra Virtual Assistants Support
- Why Use a Virtual Assistant
- Why Should I Use Patra
- Patra Virtual Assistant Certification
- What Else Can Patra Virtual Assistants Do
- The Onboarding Process
- Data Protection and Security
- Frequently Asked Questions
- Contact Patra
What is a virtual assistant and what do they do?
Your Patra Virtual Assistant is trained to help with day-to-day tasks whether they are repeatable or cross a wide range of functions. Through our comprehensive training program you can be sure your Patra Virtual Assistant is ready for you.
Application(s)
- Prepare ACORD forms
- Enter account details in management system
Quoting
- Quote with direct carrier (PL/CL through carrier portal or comparative rater)
- Submit accounts to agencies for quotes
- Send quote proposals to insureds
Binding
- Assemble binding documents
- Bind quotes with direct carriers
- Submit bind requests to agencies
Policy Issuance
- Send policies to insureds
- File policy info in management system and attach documents
- Create, update and issue COIs (Certificates of Insurance)
Servicing
- Audits
- Endorsements
- Cancellations
- Reinstatements
- Invoices
- Payments
Other Insurance Process Support
- Commission reconciliations, renewal monitoring, etc.
- Inbound and outbound phone calls (insureds, banks, carriers, etc.)
- Customer service
- Outbound sales calls (prospecting)
- Appointment scheduling for producers
- Process evidence of insurance
Book a call with our sales team
Find out how Patra can relieve your staff of their burdens, allow you to focus on organizational growth.
How Patra Virtual Assistants support our clients
Patra’s Virtual Assistants execute a wide-range of comprehensive tasks to help our clients achieve their business and operational goals.
New Business
- Gather submission data
- Prepare ACORD forms & submissions
- Submit to markets
- Quote through carrier portal, comparative raters, MGAs
- Management system/CRM data entry
- Generate proposals
- Bind request welcome kit
Policy Management & Servicing
- Send policy docs to insureds
- Summaries of insurance
- Renewal marketing & proposal support
- Management system & document data entry
- Endorsement processing
- Certificate of insurance requests
- Notice of cancellations, reinstatements or non-payment
- Policy changes, management system updates & audits
Finance & Accounting
- Billing & collecting payments
- Spreadsheeting
- Commission entry & tracking
- Direct bill posting
- Billed accounting
- Refunds
Sales & Marketing
- Outbound prospecting & cold calling
- Appointment setting for producers
- Answer inbound calls & admin support
- Managing social media posts & website
Compliance & Claims
- Summary & form downloads
- Lender communications
- Open enrollment communications
- Wrap documents
- Underwriting communications & follow-up
- Claims tracking & follow-up
Eligibility Support
- Enrollments, terms, & changes
- COBRA notifications
- Carrier reconciliation
- Open enrollment communications
Miscellaneous & Administrative Tasks
- Data entry/clean-up
- Management system updates
- Handle inbound & outbound calls
- Customer service
- Email & document filing
- Portal login requests
- Special projects
Why use a Virtual Assistant?
You know the drill – you need to find back office help but it is hard, takes more time than you have, wasn’t budgeted, and there is always the risk they will leave for greener pastures.
Which one of these issues are you dealing with?
Finding the right talent within a 50 mile radius feels impossible.
You are struggling with absences and turnover.
It is hard to create a great client experience and cover expenses at the same time.
Your administrative to-do list keeps getting longer because everyone is busy working on the operational and profitable aspects of the insurance business. You have a chronic backlog.
You want to implement the “less is more” model—fewer people in the office, better quality of life for employees.
You need your sales team to focus on building the insurance business by working with prospects, following-up on leads and helping clients, instead of worrying about administrative tasks that are a waste of their talent and your payroll.
Why should I use Patra vs others?
Patra sets the industry standard for virtual assistance. Our virtual assistants complete extensive insurance industry training through Patra University, so they can support your agency on day one. The curriculum includes:
Insurance principles and terminology
Common types of insurance products and their coverage
Skills for assisting insurance professionals with administrative tasks
Client management and communication within the insurance context
Resources and tools of the insurance industry
Challenges and scenarios encountered while assisting in an insurance setting
Our international staff enables you to focus on business growth.
With Patra’s Virtual Assistant, you can focus on growing your business without the burden of administrative or HR costs associated with hiring full-time staff. Our dedicated team members seamlessly integrate into your environment, operating as an extension of your team and aligning with your customer values, hours, management systems, communication platforms, and workflows. Located in the largest city in Metro Manila, our regional office in the Philippines is a collaborative, fun, and exciting work environment! Patra promotes work-life balance, celebrates culture, and creates pathways for employee success and growth.
Curriculum for Patra Virtual Assistant Certification (PVAC)
Each day includes interactive sessions, group discussions, and hands-on activities to reinforce learning. Additionally, there are assessments and quizzes to gauge understanding and proficiency in the topics covered.
Course 1: Orientation and Introduction to Patra
- Welcome and introduction to Patra
- Company History, Mission, and Values
- Overview of the Insurance Business Process Outsourcing Industry
- Introduction to Remote Work Culture
- Understanding Your Role as a Virtual Assistant
- Communication Channels and Tools at Patra
Course 2: Insurance Fundamentals
- Introduction to Insurance: Basics and Terminologies
- Types of Insurance Products and Services
- Understanding Insurance Policies and Coverage
- Role of Virtual Assistants in Insurance Brokers and Agents’ Operations
- Importance of Accuracy and Attention to Detail in Insurance Documentation
Course 3: Navigating Work with a US-based Company
- Cultural Awareness and Sensitivity in a US-based Work Environment
- Time Zone Management and Scheduling
- Introduction to US Business Practices and Etiquette
- Understanding Client Expectations and Deliverables
Course 4: Professional Communication Skills
- Email Etiquette: Writing Clear and Professional Emails
- Effective Communication Strategies for Remote Teams
- Telephone Etiquette and Handling Client Calls
- Conflict Resolution and Problem-Solving Techniques
Course 5: Technology and Software Training
- How to Use Zoom: Hosting and Participating in Virtual Meetings
- Microsoft Office Basics: Word, Excel, and Outlook for Daily Tasks
- Introduction to CRM and Management Systems Used in the Insurance Industry
- Practice Sessions and Q&A for Software and Tools
Would you like to learn more about our team and operations in the Philippines? Including our work environment, benefits, community and collaboration and support of the IBPAP?
Assign Patra Virtual Assistants any office task, not just insurance.
What can they do for you? Plenty
Email and Contact Management
Business Development
Administrative Tasks
Operations
Management Tasks
Accounting Support
Patra manages the entire recruiting, selection, onboarding, training and ongoing HR management process of your Patra Virtual Assistant(s).
Would You Like To Learn More?
Don't hesitate. Schedule your demo today to get started on growing your organization!
What assurances does Patra offer for data protection and security?
Patra’s SOC2 Compliance ensures the safety and privacy of your data
Patra’s comprehensive and audited Business Continuity & Recovery Plans reduce your exposure to unknown threats and vulnerabilities
Patra’s multiple processing centers based in geopolitically stable countries, allow Patra to load balance and maintain continuity of operations under adverse conditions
VPN Client Connectivity to Patra Resources with AES256 Encryption
Functionality Limited to Patra Environment Only
Active Directory Authentication and Policy Enforcement
Splashtop Cloud Administrative Access, Logging, and Alerting
No Administrator Rights; USB Storage and Print Disabled
Single Sign-On, Data Loss Prevention, and SIEM Systems Utilized
Hard Drive Storage Security Featuring AES256 Encryption
Frequently Asked Questions
A Patra Virtual Assistant is remote professional who is certified in supporting insurance-related activities. This includes processing claims, managing customer inquiries, policy administration, underwriting support, insurance documentation, as well as many office related tasks.
A Patra Virtual Assistant helps streamline your operations by handling routine and administrative tasks. This allows your team to focus on more complex services for your insureds, enhancing efficiency and elevating customer satisfaction.
Patra Virtual Assistants are trained and certified in accordance with the Patra University curriculum. This training and subsequent skills include understanding of insurance policies and terms, proficiency in insurance software and technology, and excellent communication skills for customer interactions.
Yes, Patra Virtual Assistants can handle specific insurance tasks such as claims processing, policy documentation, customer service, or data analysis specific to your insurance business needs. Additionally, they can provide administrative assistance in areas such as marketing, business administration, sales, and executive assistance.
Getting started is easy! Contact us to schedule a consultation, discuss your needs, and we will match you with a Patra Virtual Assistant that fits your business objectives.
