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Insurance Processing

Creating operational efficiencies and growth opportunities within your organization.

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.

Raising the Bar For Our Partners in the Insurance Industry

4M+
Certificates Issued Annually
280+
Partner Relationships
2.2M
Hours of Agency Time Saved
200+
Licensed Agents
2,605
Inc. 5000 Ranking
10

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 checking
  • Summary and letters
  • Policy delivery
  • Endorsement processing and billing
  • Renewal processing
  • Cancellation warning notices
  • Change requests
  • Document retrieval
  • Loss run ordering
  • Experience modification calculation preparation
  • Premium loss summaries
  • Claim inputting
  • Claim acknowledgment letters
  • Claim tracking
  • Unit stat reports
  • 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
  • Direct bill invoicing
  • Cash application
  • Internet payment reconciliation
  • Expense report tracking
  • Agency bill invoicing
  • Census input and updating
  • Adds / deletes
  • Document retrieval
  • Benefits summary brochure services
  • Renewal letters
  • Application scrubbing
  • Billing audit

  • 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

  • Applications
  • New business data entry
  • Quoting and proposals
  • Prospect and market research
  • New producer books
  • Acquisition integration
  • Professional license verification
  • Data cleanup
  • Data migration
  • Acquisition integration
  • System conversion (automated or manual)
  • 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.

By engaging with Patra OnDemand we now have clean and accurate workflow, job aid, and process documentation, we have a three-week reduction in backlog, over 50% reduction in processing time, and improved overall accuracy. Patra now handles approximately 90% of our processing load, allowing us to focus more time on selling and servicing our clients.
HUB International
Bradley J. Botts, MPM, PMP | Senior Vice President, Projects & Technology
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
Ryan Clarkson | COO
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 | Manager, Underwriting 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.
INSURETrust
Zane Goldthorp | CIOO
15

Still have questions?


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

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.
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.
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.
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.
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