Employee benefits work peaks. Your headcount does not have to.
Patra places insurance-trained virtual assistants (VAs) inside your employee benefits operation. They work in your systems, to your workflows, and to your client service standards, across the full EB lifecycle — pre-renewal, renewal, open enrollment, and ongoing management. You direct the work. We carry recruitment, training, equipment, HR, and the office behind them.
Seasonal demand, permanent cost
Renewals, open enrollment, eligibility updates, and compliance deadlines arrive on the same calendar every year — and they arrive together.
Peak periods need more hands than the rest of the year does. A permanent hire solves the peak and carries cost through the trough.
When volume spikes, response times stretch and client service is the first thing to give.
Account managers spend enrollment season on eligibility updates, carrier follow-up, and file audits instead of client relationships.
You manage the work, not the employment
Your virtual assistant works to your process, in your systems, under your direction, across the EB lifecycle. We handle recruitment, training, equipment, HR, and office support — so what you manage is the work, not the employment.
Pre-renewal, renewal, open enrollment, and post-enrollment management. Support does not stop when enrollment closes.
New and renewal marketing, enrollment, claims, accounting, compliance, benefit technology, and administrative support.
Engage a full-time assistant, or a six-month seasonal assistant for Q4, Q1, or both, with the same certified talent and Patra-managed HR and infrastructure.
Recruitment, profiling, pre-screening, equipment setup, the training platform, HR, and office infrastructure are Patra’s responsibility.
Two peaks, staffed to the calendar
RFP preparation, quoting and comparison spreadsheets, proposal and presentation support, new group setup and platform onboarding, renewal and open enrollment configuration, election processing, benefit guides and employee communications, carrier follow-up, and issue resolution.
New group submittals and BOR processing, high-volume eligibility enrollments and changes, plan builds and readiness checks, carrier submission coordination, post-enrollment cleanup, bill reconciliation audits, annual legal notices, ACA reporting, EDI file feed setup, and validation.
No blackouts during peak periods.
Certified before they touch your book
Every assistant earns Patra Virtual Assistant Certification™ through Patra University before supporting your team, covering insurance principles and terminology, types of insurance and coverage, and EB-specific agency operations.
The seasonal program is designed around Q4 renewal marketing and open enrollment, and Q1 post-enrollment administration and compliance.
Overflow processing continues through peak periods rather than queuing behind them.
Assistants work in your workflows, systems, communication platforms, and service standards rather than running a parallel process.
SOC 2 Type 2 and ISO/IEC 27001:2022 certified, with functionality limited to the Patra environment.
Six steps to a working assistant
Our advisory team meets with you to determine the role details and skills needed to support your EB operations.
We manage the full recruitment process, including candidate profiling, saving you time and expense.
We work on your behalf, interviewing and pre-screening qualified EB-ready candidates for your review.
We oversee all technology and equipment setup.
We provide the training platform so you can connect with your assistant and begin workflow-specific training.
We manage HR, the office environment, and infrastructure, so you focus entirely on the work.
Your data, protected
SOC 2 Type 2 and ISO/IEC 27001:2022 certified.
AES256 encryption via VPN connection. Functionality limited to the Patra environment only. No administrator rights; USB storage and printing disabled.
Single sign-on, data loss prevention, and SIEM. Hard drive storage with AES256 encryption.
Multi-region processing centers for continuity, with audited business continuity and recovery plans.