Patra Service Spotlight: Patra Document

Full-service print, mail, and document processing for insurance organizations.

Patra Service Spotlight, how it works

Expedite processing

Efficiently handle and expedite all incoming paper and digital documents like certificates, letters, and other high-value communications.

Increase productivity

Patra's document service boosts productivity and reduces response and mail delivery times.

Improve quality

Streamline the management and redistribution of return mail, and improve contact list data quality with Patra's document service return mail processing service options.

I’m Paul Misso, the Vice President of Operations at Patra responsible for Patra Document.

We print and mail any and all documents our customers need. We can print, mail, and package benefit brochures, corporate handbooks, send out notices, or invoices.

Patra’s regular services create certificates, check policies, create endorsements, notices, invoices, etc. We receive those files, print, and mail them to where they need to arrive.

We serve as a big quality check to ensure what goes out is accurate. We will verify if a certificate of insurance is signed, for example.

We take a large piece the administrative responsibilities off our customers’ plates so they can take skilled resources they have, who have been in the insurance industry for over 20 years, and ensure they’re focused on business development.

The second piece is our virtual mail capabilities, we can take over their mailroom operations. We’re here to make our customers’ lives easier.

Patra’s print, mail and virtual mail processing services help insurance organizations simplify and accelerate the flow of critical information.  Patra’s document services can manage all inbound and outbound correspondence, mail compliance standards, and document scanning and indexing workflows. It’s a secure, scalable way to improve internal team productivity and focus on value-generating activities.

 

Paul Misso, VP Patra Document and Cloud

Meet our featured expert

Paul Misso
Vice President Patra Document & Cloud

Paul is responsible for Patra Document and Patra Cloud Professional Services. Paul is an experienced leader with a passion for process optimization, knowledge management, and learning. Prior to joining Patra, Paul served in various leadership roles with Intel Corporation for 20+ years and more recently in start-up and consulting roles.

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.

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Contact Patra today!

Contact Patra today!

Let's talk about what Patra’s technology driven services can do for your business productivity and customer experience.