Certificate Processing and Issuance

While necessary, processing certificates of insurance can be very time-consuming, leaving your team precious little time for other responsibilities. Patra’s certificate-processing service provides insurance organizations with an expert team that will complete the entire process quickly, accurately, and consistently, allowing you to focus on growth, securing appropriate coverages, and providing risk-management services. Both insureds and holders can initiate a certificate request. Then a Patra process executive completes and delivers the certificates on the requester’s behalf.

We check every certificate in detail, cross-referencing key information and coverage items against source documents, with completed certificates available in as little as two hours and bulk renewals accomplished in just two days. At Patra, we offer a variety of delivery methods, including our cloud-based digital certificate tracking and delivery platform, CertVault, that eliminates errors and delivery risks by leveraging robotic data extraction and blockchain technology. All aspects of our service are geared towards helping insurance organizations work more efficiently so you can better serve your customers.

Your journey into the future of insurance starts now.

Video: Certificate Processing and Issuance

Processing certificates of insurance can be very time-consuming, leaving your team precious little time for other responsibilities. Patra’s certificate processing service provides insurance organizations with an expert team that will complete the entire process – allowing you to focus on growth, securing appropriate coverages, and providing risk management services. At Patra we offer a variety of delivery methods and provide completed certificates in as little as two hours, and bulk renewals accomplished in just two days.

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Certificate Processing

Leading agencies turn to Patra for efficient and reliable certificate of insurance processing.

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Blockchain Technology

A full-service certificate processing solution on blockchain technology that makes certificate processing and deliv...

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Property and Casualty

We are one of the insurance industry’s leading Property and Casualty services providers, and can take your agency...

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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.
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