Data Entry

We offer scalable data entry services that enable insurance agencies to work more effectively and provide seamless experiences for their clients.

Patra is the solution to your data entry needs.

Data entry, clean up, and migration are at the core of what we do at Patra. Insurance agencies can quickly become inundated with information from various clients, especially during the busy open enrollment season. You may find yourself with a backlog of data during and after the renewal cycle. All of this data—adds, changes, deletions, etc.—must be entered in the benefit administration system in time for open enrollment. 

Patra can enter the data into your benefit administration system and your agency management system for you. We can do build outs for new agency clients or renewal tasks for returning clients. We do the work that needs to be done so you can focus on delivering an exceptional experience for your clients.

We can update data in benefit administration systems on your behalf, ensuring your clients are

ready for open enrollment.

Patra offers benefit administration portal build outs, and renewal data entry services allowing your staff to focus on what matters, your clients. We provide you and your client(s) with a detailed, easy-to-follow checklist. Our team uses the information you gather and enters the data into your client’s benefit administration system, taking that work off your desk. We can do the work in many platforms, from Ease to Employee Navigator and most everything in between, in as little as 5 days.

Patra helps your agency increase efficiency across the board. Our services include:

Data Entry

Scalable and flexible data entry services, with the capacity for special projects and/or ongoing services.

Data Clean Up

We can efficiently clean data sets of any size and volume across all sources and platforms.

Data Migration

Patra enables you to prioritize speed and accuracy, improving customer satisfaction.

We can update and verify the accuracy of data in your AMS.

For most agencies, the beginning of the year is the time in which internal records are updated. We can update new plan designs, new rates, changes, adds, and terms that changed in Q4. We can do this work on a case-by-case basis. It’s easy—just send us the renewal decisions as they come in and we will enter the data just as someone working in your agency would. Data we enter is spot-checked and reviewed in-house to help ensure  accuracy.

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Our data entry solutions are flexible and scale to meet your needs.

Patra is here to help you increase your work efficiency by taking on the data management that consumes too much of your day. You can rely on us for data entry, clean up, and migration projects big and small. We can enter data in your AMS, your client’s benefit administration portal, and even manage commission postings and audits. Patra is the data entry solution you need to save time and focus your efforts on your customers.

With Patra, you can get ahead and stay ahead.

We can take on time-intensive data entry projects, allowing your agency to meet deadlines and make your clients happier. Leading agencies turn to Patra for their data entry needs. Get in touch today to see how we can help!