Eligibility Management

We help your agency increase productivity during the busy season.

Patra can seamlessly manage eligibility—our team is a true extension of your agency!

Eligibility management is time consuming and requires close attention to detail. Internally processing hundreds of adds, terms, and changes can quickly pile up and become unmanageable, especially for just one or two employees. With Patra, you get access to a dedicated remote team who work only on eligibility management. We process requests quickly and accurately. We are here to help you during the peak season, when deadlines are tight and requests are rushed. That’s what makes us a true extension of your agency. We can handle the bulk of your workload while you focus on delivering a superior experience for the customer.

Our eligibility management services
are accurate and efficient.


Accuracy Rate

Quality Assurance

A Dedicated QA Team That Reviews Every Change


Turnaround Time

Remain agile during peak season with our

eligibility management services.

We know the fourth quarter is the busiest time of year. With so many change requests, it becomes almost impossible to keep up with the needs of clients and grow your business. Patra helps your agency by doing the busy work for you. We can manage eligibility changes, enabling your agency to put the client first. Optimize your operations and elevate the customer experience with unmatched eligibility services from Patra.

We make eligibility accuracy our first priority.

Patra helps your agency manage incoming change requests, but that is just part of what we can do for you. We recognize the liabilities posed by inaccuracies. We have processes in place that aim to ensure that every add, term, and change is accurately reflected in the policy. That’s why we check every data point to ensure accuracy. 100% of all additions, terms, qualified life events, and other changes are reviewed. We are proud to say our accuracy rate is 99.2%, far higher than the industry standard.

How do we manage eligibility?

Our process is detailed and efficient.

  1. Request Initiation: We accept change requests through benefit administration portals as well as via email. The majority of our customers use Patra to handle both types of requests, as well as application scrubbing when required. 
  2. Record Creation: We create the record in your AMS, just like an employee in your office! We use your naming conventions and attach all documents associated with the request. 
  3. Process Request: We process requests directly on the carrier website using a login provided by your agency. 
  4. Document Changes: We take screenshots of the confirmed enrollment term or change, and double check with the carrier that it is accurate. We can even send the customer a confirmation email or provide a temporary I.D. card, if necessary. You can track our progress in your AMS.
  5. Verify Accuracy: Once we confirm the changes and close the task, we double check our work to ensure accuracy.
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Benefit from the power of a team.

One Account Manager can only fit so much work into their day, especially during the peak season. Patra gives you a team that works only on eligibility management. That is how we ensure no one person is spread too thin. We can process eligibility adds, terms, and changes as part of your routine workflow, or on request. Patra is here to save you time during peak season and all year round.

Patra can help your agency increase work productivity at the busiest time of the year with accurate eligibility management.

Eligibility management is one of the most important aspects of employee benefit services. If your agency struggles to keep up with adds, terms, and changes, turn to Patra—we can take on the work for you!