
A flexible extension to your team
Scale your business with top-tier talent to support new business, policy, and account management functions.
Augment your service teams seamlessly with Patra Assist – Patra’s virtual staffing solution. By accessing our carefully selected talent-pool, you can free up resources, boost growth, and address scalability challenges.
With Patra Assist, focus on your business without the burden of administrative or HR costs associated with hiring part or full-time staff. Our dedicated team members will seamlessly integrate into your team environment- operating as an extension of your team; aligning with your customer values, agency hours, management systems, communication platforms, and workflows.
Explore how our clients are leveraging Patra Assist
Patra’s virtual staffing support can assist with a wide-range of comprehensive services to help you achieve your business goals.
Commercial and Personal Lines
New Business
- Data Gathering
- Send to Market
- Proposal Preparation
- Bind Requests
- Agency Welcome
Policy Management
- Renewal Support
- Endorsement Processing
- Certificate Processing
- Policy Checking
Accounting
- Direct Bill
- Billing and Payments
- Notice of Cancellations
- Commission Entry
- Agency Billed Accounting
Employee Benefits
Eligibility Management
- Enrollments, Terminations and Changes
- Cobra Notifications
- Carrier Billing Reconciliation
Compliance Communications
- Summary & Form Downloads
- Disclosure Population
- Open Enrollment Communications
- Wrap Documents
Data Entry
- AMS Updates
- Benefits Administration System Build Out
- Renewal / Marketing Proposals
- Experience Reports
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.
Policy Lifecycle Support
Administrative Support
New Business / Marketing
Policy Servicing
Renewal Services
Claims Services
Policy Checking
Endorsements
Policy Administration
Certificates
Data Entry
Invoicing
Certificate Tracking
Claim Acknowledgement
Claims Follow-up
Related Resources
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
Related Resources
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
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
P&C Datasheet
EB Datasheet
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
Related Resources
Sales Submission / Management
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 - Claims Data
Data Entry - Claims Data
Related Resources
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
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
P&C Datasheet
EB Datasheet
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
Related Resources
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Census Population
RFP Preparation
Online Quoting
Carrier Renewal Extraction
Spreadsheeting - Renewal or Alternate Plans
Related Resources
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
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
P&C Datasheet
EB Datasheet
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
Related Resources
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Census Population
RFP Preparation
Online Quoting
Carrier Renewal Extraction
Spreadsheeting - Renewal or Alternate Plans
Related Resources
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
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
P&C Datasheet
EB Datasheet
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
Related Resources
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
AMS Updates
Census Population
RFP Preparation
Online Quoting
Ecosys Renewal Extraction
Spreadsheeting - Renewal or Alternate Plans
Related Resources
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
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
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
Related Resources
P&C Datasheet
EB Datasheet

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