A flexible, convenient, and efficient certificate processing workflow
Patra offers full-service certificate processing on blockchain technology, leveraging CertVault – a proprietary cloud-based certificate repository, providing instant access to certificates of insurance for brokers, holders, carriers, and insureds.
The all-in-one digital platform is specifically designed to streamline certificate processing and issuance, enhancing the customer experience, reducing costs, and eliminating delivery risks inherent in today’s print and mail process. Applying robotic data extraction and blockchain technology, certificate information is seamlessly converted and stored in CertVault for secure digital delivery.
Save time and costs
Certificate processing and distribution is a high demand, manual process for agencies, and when you add up the numbers, it is costly in both time and money. By leveraging Patra’s certificate processing and digital delivery solution, your agency will increase organizational efficiency, reduce operational costs, and provide a high-performing digital experience for your customers.
Increase customer satisfaction
As customers demand faster results, with Patra, you can give everyone – agencies, insureds, certificate holders – what they want: 24/7 access to obtain and distribute certificates of insurance on any device.
Improve efficiency
Our customizable workflow, advanced technology, and remote workforce operate in tandem, around the clock, to ensure certificate accuracy and compliance, and accelerated delivery.
Seamless AMS integration
Real-time Certificate Monitoring address a key risk – ensuring coverage is in place for any losses. Where the traditional print and mail model only guarantees coverage at the time of printing, CertVault closes the gap with on-demand access, reducing potential risk exposure at any point in time.
Real-time certificate monitoring
Real-time Certificate Monitoring address a key risk – ensuring coverage is in place for any losses. Where the traditional print and mail model only guarantees coverage at the time of printing, CertVault closes the gap with on-demand access, reducing potential risk exposure at any point in time.
Preferred system of record
CertVault saves time, money and resources by digitizing the creation, distribution and digital storage of COIs. Additionally, Patra moves beyond the limits of traditional (paper or pdf) certificates by providing important risk management capabilities, making CertVault the preferred system of record for policy and coverage status in the industry.
A new industry standard for certificate delivery
Certvault streamlines all stages of the Certificate of Insurance process. From template creation and management, to delivery, storage and monitoring, Patra’s CertVault drives innovation and efficiency across the insurance ecosystem,
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