Streamlining workforce challenges with technology and expertise

Plan for a beautiful future – Think bigger about what your agency can achieve when you leverage outsourcing designed for the insurance industry.

Patra Assist is a virtual staffing 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 staff members the tasks and areas they will be supporting.

Some of the feedback we get from our clients is literally, “I cannot live without my VA anymore”. It’s so fulfilling to see how we impact our clients and enable them to do what they need to do.

Talent shortages & hiring delays
Struggling to find qualified insurance professionals locally? Patra delivers trained virtual assistants ready to support your team from day one—no recruiting delays.
High turnover & absenteeism
Frequent staff changes disrupt workflows and client service. Patra provides consistent, reliable support that reduces dependency on in-house staffing.
Administrative overload
Your team is buried in non-revenue-generating tasks like data entry, billing, and document management. Patra offloads these tasks so your staff can focus on strategic work.
Operational bottlenecks
Backlogs in quoting, policy issuance, servicing, and renewals slow down business. Patra streamlines workflows across the insurance lifecycle to improve turnaround times.
Sales team inefficiency
Producers are pulled into admin work instead of building relationships and closing deals. Patra handles appointment setting, lead follow-up, and CRM updates—so your sales team stays focused.
Budget constraints
Balancing quality service with staffing costs is tough. Patra offers a cost-effective alternative to traditional hiring, with scalable support tailored to your agency’s needs.
Limited internal expertise
Need help with compliance, claims, or finance but lack in-house expertise? Patra’s assistants are trained in these areas, providing specialized support without additional overhead.
Need for flexibility & scalability
Looking to streamline staffing and scale support as needed? Patra delivers flexible virtual staffing that grows with your business.

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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.

Our international staff enables you to focus on business growth

Our VAs integrate seamlessly into your team, so you can focus on growing your business.

No need to manage recruiting, onboarding, or training
Team members align with your hours, tools, and workflows
Located in Metro Manila’s largest city to support strong team collaboration
Patra fosters a positive culture and supports employee growth
Work-life balance is a core part of our staffing model

Unlock the power of Patra’s virtual assistant services

Patra’s VAs are insurance-trained professionals who combine deep industry knowledge with advanced technology to reduce your operational burden. They support every stage of the insurance lifecycle—from compliance and claims to quoting, binding, and renewals—with precision and reliability. Our team also handles sales, marketing, finance, and administrative tasks, providing flexible, end-to-end support that helps your business run smoothly. Whether it’s managing client communications, processing policies, or assisting with special projects, Patra’s VAs deliver consistent, high-quality service tailored to your needs.

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Secure remote staffing with SOC 2 & ISO 27001 standards

Your data is protected by industry-leading security protocols and infrastructure.

Patra’s VAs are designed with your data’s safety in mind. They operate in a secure, certified environment that meets strict industry standards. All work is done within Patra’s protected systems, with strong encryption and access controls to keep information safe. Extra precautions—like disabling external devices and limiting access—help prevent data loss and ensure your information stays private and secure.

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Would you like to learn more?

Ready to elevate your operations? Connect with a Patra sales expert today to explore how our VAs can support your growth.

Schedule a Consultation!

Frequently asked questions

A VA is a remote professional who provides administrative, technical, or customer support services. Patra’s virtual assistants are trained specifically for insurance operations.

To become a VA, individuals typically need strong communication skills, administrative experience, and industry-specific training. Patra University offers specialized training for insurance-focused virtual assistant jobs.

VAs handle a wide range of tasks—from data entry and billing to customer service and claims processing—helping agencies operate more efficiently.

Patra Assist supplies remote professionals who are 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.