The Patra Advantage: Operational Methodology

The Patra advantage, operational methodology

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Performance Management

We use scorecards and CAPA methodology for root cause analysis, collaborating with teams and clients to implement preventive measures against errors and E&O exposure.

Quality Control & Auditing

We understand the complexities of each insurance process and implement tailored controls and audits to ensure top-quality workflow completion.

Data Reporting

We leverage data-driven insights to highlight process and performance improvements, delivering KPI reports, trends, and production volumes aligned with clients' needs to support strategic decision-making.

At Patra, operational excellence is a core value. Whether you’re a retail broker, wholesaler, MGA, or carrier, Patra has developed an operational excellence model focused on delivering optimal results across the insurance industry. In addition to developing new insurance technologies, our global operations teams utilize Six Sigma methodologies, lean based practices, and data intelligence to identify process and service delivery improvements and help you stand out in today’s competitive market. Our proven methodology to transform operations enables insurance organizations to reclaim staff productivity, win new business, and strengthen client relationships.

Every year, this powerful approach to process improvement allows us to complete over twenty million transactions on behalf of our valued clients.

Patra’s operational excellence model drives optimal results across the insurance industry. Patra addresses the entire policy life cycle by applying six sigma and business process consulting to identify process and service improvements, deploy best practices and provide industry expertise across a broad continuum of services, including underwriting, sales, servicing, billing, data management, claims, and more. This proven methodology to transform operations enables insurance organizations to reclaim staff productivity, win new business, and strengthen client relationships.

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.