
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.
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.
Don’t just take our word for it.
Many customers are experiencing the power of Patra.
Still have questions?
We’ve answered our most frequently asked questions
from customers just like you.
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