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.