Document Retrieval

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)

Video: Document Retrieval

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.

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Document Retrieval

An all-in-one solution for document retrieval, indexing, processing, issuance and delivery.

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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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Colleagues reviewing freshly printed documents

Print and Virtual Mail

A better way to scale fluctuating demands of low to high volume workflows.

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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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