Document Retrieval

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Proper document management is an essential aspect of any insurance organization. Yet with the scope of complex, higher-value tasks within an organization, this preparatory task often gets deprioritized which can lead to a backlog of critical policy documents to be retrieved, distributed, and attached appropriately in policy and document management systems. Patra’s process executives will efficiently retrieve, index, and issue critical policy-related documents for you. Our tech-enabled services are designed to accommodate your unique needs as we manage a wide variety of documents. Whether it’s a bound policy that needs to be delivered to an account team or a pulled loss runs report to attach in a client file, our process executives will pull documents and information from websites or internal systems and get them sent out or placed in a file on behalf of your team, seamlessly and efficiently. Your journey into the future of insurance starts now. (upbeat music)

Proper document management is an essential aspect of any insurance organization, which is why Patra’s tech-enabled services are designed specifically to accommodate your unique needs as we manage a wide variety of documents.

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.