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- 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
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.