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Quality assurance is a priority focus within our service delivery model, and we’ve integrated a solid QA framework comprised of four key elements: training and development, quality control and auditing, performance management, and data reporting.

Patra’s comprehensive training program equips our teams with the expertise to process critical insurance functions. Efficiently, consistently, and accurately.

This is a multi-faceted program. Our teams engage in preliminary training covering various insurance processes, systems, and regulatory compliance requirements; Followed with the extensive drill-down training on client-specific processing workflows.

There is no “off the shelf” workflow that can truly support all the unique variables of each insurance process. And therefore, you can’t simply apply the same quality control and auditing methods to each process.

Patra understands the nuances of each process and applies tailored control measures and deep level auditing to ensure each workflow is completed at the highest quality standard.

Using scorecards, root cause analysis, and corrective and preventative action (also known as CAPA methodology), we work with our teams and clients to implement preventative measures for potential mistakes and E&O exposure.

Patra uses data-based insights to identify and report areas for process and performance improvements. We align our data intelligence to our clients’ needs, reporting KPIs, processing trends, production volumes, and much more to help our clients make strategic business decisions.

Operational Excellence: Quality assurance

Quality assurance is a priority focus within our service delivery model, and we’ve integrated a solid QA framework comprised of 4 key elements.

Our teams engage in preliminary training covering various insurance processes, systems, and regulatory compliance requirements; Followed with the extensive drill-down training on client-specific processing workflows.

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Vice President of Specialty Service Architecture JP Wiley, Vice President of Specialty Service Architecture JP Wiley

Meet our featured expert

JP Wiley
Vice President of Specialty Service Architecture

JP Wiley is a technology executive with over 20 years of experience leading growth and transformation in specialty insurance markets. Wiley’s process engineering, IT strategy, and operations expertise have frequently served as catalysts to spur revenue growth and enhance policy holder experiences. Today, he helps specialty insurers use Patra’s patent-pending Artificial Intelligence solution to optimize policy checking operations. Prior to Patra, Wiley led back-office business improvements at Selective Insurance, Nautilus Insurance Group, CSAA Insurance Group, and American Express.

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About Patra

Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.