Insurance Processing

Creating operational efficiencies and growth opportunities within your organization.

Patra OnDemand

More than BPO, it's the potential to do more.

Whether you’re a retail broker, MGA, wholesaler or carrier, finding opportunities to maximize organizational value is vital. Our experienced insurance professionals address your staff’s workload to improve efficiency, increase internal productivity and grow top-line revenue. Free your account management staff to spend more time growing the business and building customer relationships and less time on administrative tasks.

Dedicated Support 24 Hours a Day

Patra OnDemand dedicates a team to your agency, trained to your standards, focused on your business and always looking to improve your workflows and processes. Your Patra team is available to you around-the-clock, meaning there will always be someone trained on your processes available to you.

Pay for Results, Not Downtime

OnDemand offers no hourly minimums, full-time-equivalent requirements or other hidden fees. Our specialist model scales to your needs to address the cyclical nature of insurance processing, without committing you to long-term contracts.

Help Your Employees Succeed

The less time your account staff spends running reports, downloading files to your systems or checking policies, the more time they can spend in front of your customers. By relieving some of these administrative tasks, your staff will gain hours of productive time each day.

Patra at a glance.

Patra is honored to be recognized for three years in a row as a "Top Insurance Workplace" by Insurance Business America and has been named to the Inc. 5000 of fastest-growing private companies in the US for the past five consecutive years.


Certificates Issued Annually


Partner Relationships


Hours of agency time saved


Inc 5000

Around the clock services to meet your
processing needs.

With Patra OnDemand, you will only pay for the hours spent processing your work – never for training, reporting or breaks.

Need more support when your staff takes leave? Heavy renewal period? Need a rush certificate completed the same day or filed in your system overnight?
Your team of process executives will work around the clock to ensure your deadlines are met.

Policy Services

With more than 160 workflows documented, Patra OnDemand can meet any processing business need, from policy checking and delivery to endorsement processing and billing.

  • Policy checking
  • Summary and letters
  • Policy delivery
  • Endorsement processing and billing
  • Renewal processing
  • Cancellation warning notices
  • Change requests
  • Document retrieval

Claims Services

Patra is expert at managing claims service from experience modification calculation to premium loss summaries and many others.

  • Loss run ordering
  • Experience modification calculation preparation
  • Premium loss summaries
  • Claim inputting
  • Claim acknowledgment letters
  • Claim tracking
  • Unit stat reports

Certificate Services

Patra is one of the largest certificate issuers in the world, providing unsurpassed expertise when it comes to certificates, evidences, endorsements and so much more.

  • Certificates and evidences
  • Endorsements and waivers
  • Blockchain-protected certificate delivery and storage
  • Contract review
  • Delivery to insured, holder and carrier
  • Printing and mailing
  • Renewal certificates and endorsements

Accounting and Billing

We handle your direct bill invoicing, expense report tracking and many other accounting and billing tasks on your list.

  • Direct bill invoicing
  • Cash application
  • Internet payment reconciliation
  • Expense report tracking
  • Agency bill invoicing

Benefits Services

Your Patra OnDemand team efficiently addresses census input and updating, renewal letters and more.

  • Census input and updating
  • Adds / deletes
  • Document retrieval
  • Benefits summary brochure services
  • Renewal letters
  • Application scrubbing
  • Billing audit

MGA and Wholesale Processing Services

Patra offers services tailored to the specific needs of MGAs and wholesalers designed to reduce risk, lower cost and add efficiency.

  • Submission data entry and clearance
  • Risk evaluation
  • Quote and summary preparation
  • Broker invoicing
  • Policy binding
  • Audit ordering and billing
  • NoC and reinstatement
  • ExMod reports and projections
  • Loss runs

Data Entry And Producer Support

Patra provides meticulous data entry and producer support services such as applications, new business data entry, and proposals.

  • Applications
  • New business data entry
  • Quoting and proposals
  • Prospect and market research
  • New producer books
  • Acquisition integration
  • Professional license verification

System Support & Integration

The system support services you need - data cleanup, migration, acquisition integration - can be masterfully handled by your Patra OnDemand team.

  • Data cleanup
  • Data migration
  • Acquisition integration
  • System conversion (automated or manual)

Print & Mail Fulfillment

Patra OnDemand works closely with Patra Document to manage your print and mail fulfillment needs.

  • Certificates and endorsements
  • Letters and notices
  • Policies
  • Auto ID cards
  • Benefits documents
  • Return mail services
  • Scanning

Don’t just take our word for it.

Many customers are experiencing the power of Patra.

The Patra Team has helped to drive efficiencies in our office. These efficiencies have included a reduction of time needed of the team to process enrollments in carrier portals among other things. The extra time has allowed us more time to ensure we’re able to meet our company goals in addition to the needs of our clients... and, the quality of their work is exceptional. It’s very rare to see an error by the Patra Team.

HUB International
Michelle Cisneros | Director of Operations

Patra designed a workflow plan specific to our needs. Our average task processing time has decreased by 33%, our annual expenses related to outsourced activities have decreased roughly 55%, and Patra has helped us realize over $2.2M in aggregate expense savings to date. Our enhanced profitability has subsequently allowed us to accelerate reinvestment capital back into our aggressive growth initiatives.

Atlas General Insurance Services

During our partnership with Patra we have increased our certificate issuance by 25% and the volume of direct bill transactions by 29%, all while Patra maintains accuracy rates of 99%+. Simultaneously, as expense reductions are realized year to year, we not only create future investment capital but also enhance the overall value of Bolton & Company.

Bolton & Company
Steve Brockmeyer, ARM, CIC | President & CEO

As a small company, it’s paramount to maximize efficiency without any sacrifice of expertise, execution or excellent service.  Patra’s attention to detail and accuracy has supported our ability to exponentially grow our customer and revenue base. We look forward to partnering with them for years to come.

Tangram Insurance Services
Jaimee Patane | AVP Operations

Since engaging with Patra, we have seen dramatic improvement in our efficiencies and processes and at a much lower cost. We experience growth numbers of over 30% each year, and are saving roughly 40% on our processing activities by using Patra. Patra has played a large role in helping our company get to where we are today, and they will continue to play a large role in our future growth.

Zane Goldthorp | CIOO

Still have questions?

We’ve answered our most frequently asked questions
from customers just like you.

What size companies benefit from Patra OnDemand Services?

Carriers, MGAs and wholesale insurers all take advantage of Patra's OnDemand services. The insurance industry is heavily process-driven. Patra OnDemand helps every type of insurance company ensure that their processes are efficient, accurate and timely.

Does Patra work with Employee Benefits Insurance as well as P&C?

Absolutely. OnDemand for employee benefits is a fast growing segment. Patra's team of benefit specialists can design a suite of services to manage census input, drive timely reporting and even build benefit plan brochures.

How long will it take us to be up and running with Patra?

With the experience of onboarding over 280 agencies, carriers, wholesalers and MGAs, we have a thoughtful, organized, and sophisticated implementation program. Most of our customers have our services activated in 4-6 weeks, though pace is dictated by the individual client.

Can Patra help streamline my workflows?

Patra has a library of best practice workflows for nearly every back-office insurance process. We work with your team to either tweak existing processes to make them more efficient, or we can suggest ways to entirely revamp your back-office workflows.

Should we start with a particular service or services?

We offer a variety of services and always suggest beginning with the ones that will make the biggest difference to your business. Often, firms seek ways to immediately improve process efficiency and for a positive financial impact. Agencies, for example, find that policy checking, certificate issuance, and document download are the most effective processes to implement. These services instantly give your account staff more time in their day, allowing them to work to the top of their job descriptions.

Let us show you how Patra OnDemand can make a difference.

Carriers, MGAs, wholesalers and retail brokers can all take advantage of Patra's processing services. Our team of insurance process and workflow experts will work with you to determine efficiency goals and processing needs, offering services that will deliver value. With an library of best practices and service capabilities, we're confidant that we can help you find the Patra Advantage. Below are a few of our most utilized services.

  • Policy checking
  • Certificate issuing
  • Submission clearance
  • Notice of cancellations
  • Renewals
  • Document downloads
  • Loss run ordering
  • Endorsement processing