Patra Service Explainer: Indexing

The need to ensure documents are properly indexed is a critical aspect of your insurance operation

Patra service explainer, indexing

Despite the low complexity of the task, the high volume of documents, insurance organizations must index on a daily basis can increase your operational costs. Yet the need to ensure documents are properly indexed is a critical aspect of your insurance operation. By leveraging Patra’s People and Patra One platform, your queue will be indexed from start to finish, allowing you to focus on more profitable tasks like growing revenue and working with clients. Once your request is received our proprietary system intelligently routes your request to the correct process executives, prompts them with what to do and ensures we hit quality and SLA targets along the way.

Our process executives will then quickly and accurately index and name each document, according to standard naming conventions, ensuring each document is easily accessible for your underwriting and account management teams, when needed. Your journey into the future of insurance starts now. (upbeat music)

The need to ensure documents are properly indexed is a critical aspect of your insurance operation. By leveraging Patra’s people and PatraOne platform, your queue will be indexed from start to finish, allowing you to focus on more profitable tasks like growing revenue and working with clients.

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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.