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.
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.
About Patra
Patra is a leading provider of technology-enabled outsourcing services and software solutions to the insurance industry. 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/brokerages, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.
Certificate Processing
Leading agencies turn to Patra for efficient and reliable certificate of insurance processing.
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