Insurance outsourcing services driving profitability for your business
Focus on what you do best
Integrate solutions that bring value to your customers, manage risk and provide peace of mind to policyholders.
Whether you partner with Patra to streamline your insurance processing, help grow your small accounts, scale your contact center, or implement innovative technology to optimize your workflows, you can trust that every member of our award-winning Patra global team works with the same goal in mind – your success.
Insurance outsourcing services
Insurance Processing
Improve efficiency, increase productivity and grow top-line revenue. Our insurance processing solution, Patra OnDemand, streamlines and manages your simple to complex tasks prioritizing accuracy, speed, and consistency.
Grow your small accounts with our managed services solution, Patra Select. Patra provides a flexible and scalable service model to retain and grow your small books of business for commercial, personal, and benefits lines.
Improve the customer experience with our contact center solution, Patra Direct. Patra provides omni-channel support and a high performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email and white mail.
Increase capacity for your team with our virtual staffing solution, Patra Assist. Patra augments your team with scalable and high performing team member(s), operating within your brand, agency hours, management systems, communications platforms and workflows.
Streamline your print, mail, and virtual mail processes. Patra offers end-to-end print, virtual mail, and document management solutions, enabling you to allocate resources on what’s most important – your customers.
Solutions for all phases of the insurance lifecycle.
From tech-enabled back-office processing teams, to dedicated experts performing staffing assistant services, to Patra account managers servicing a book of small business on your behalf, to complete management of your virtual print and mail room, Patra has the solutions that help you drive growth, profit, and value.
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
As a startup, we make changes quickly, and with those changes come shifts in staffing needs. Our relationship with Patra has allowed us to flexibly augment our team — in alignment with our ambitious company goals — all while ensuring that we meet the needs of our customers and employees."
Heidi Craun, Head of Customer Experience
Clearcover
Revenue load is one of our leading metrics. We’ve seen that number rise as we free employees to spend time on more profitable tasks, including spending time with clients, cross-selling and up-selling products that fit the client’s needs."
Stew Gibson, Sr. VP & CIO
USI Holdings Corporation
What I appreciate about Patra is that they are our partner and want to understand where and how they can help us grow our organization. We sit down and strategize together on what we’re seeing and from those conversations new ideas and solutions are born."
Mike Morey, COO
Bolton & Company
As Bolton & Company grows, we continue to rely on Patra as a business resource and partner that we depend on. Thanks to the support we receive from Patra, we have been able to eliminate redundant processes, increases our efficiencies and sharpen our clients."
Steve Brockmeyer, President & CEO
Bolton & Company
Early on, Atlas identified the potential for both over-staffing and under-staffing as key concerns, given the cyclical nature of their business."
Ryan Clarkson, COO
Atlas General Insurance Services, LLC
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Who We Serve
Leverage technology-enabled insurance outsourcing solutions that support your entire operational ecosystem.