Eligibility Management

Eligibility Management

Eligibility management requires precision and attention to detail, yet for many insurance organizations processing hundreds of additions, terminations and changes can quickly become unmanageable, especially during the peak season. At Patra, we recognize the liabilities posed by inaccuracy. That’s why we’ve established processes to help ensure every addition, termination and change is accurately reflected in the policy. Patra can provide your organization with a dedicated remote team of highly skilled process executives who are exclusively focused on eligibility management.

As one of the most popular services Patra provides, we process requests during critical times while routinely turning them around within 48 hours when deadlines are tight and requests are rushed. Let Patra handle the bulk of the workload, especially during the busy season, so you can focus on delivering a superior client service experience for your customers and continue to grow your business. Your journey into the future of insurance starts now. (soft music)

Patra can provide your organization with a dedicated remote team of highly skilled process executives who are exclusively focused on eligibility management. Let Patra handle the bulk of the workload, especially during the busy season, so you can focus on delivering a superior client service experience for your customers and continue to grow your business.

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.

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Employee Benefits

Simplify Employee Benefits Processing

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Eligibility Management

Remain agile during peak open enrollment season

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Document Retrieval

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

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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.