www.patracorp.com
Open in
urlscan Pro
216.145.126.29
Public Scan
Submitted URL: https://www.patracorp.com/privacy-policy-2
Effective URL: https://www.patracorp.com/privacy-policy/
Submission: On July 15 via api from IE — Scanned from DE
Effective URL: https://www.patracorp.com/privacy-policy/
Submission: On July 15 via api from IE — Scanned from DE
Form analysis 1 forms found in the DOM
POST https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/5187643/1503a576-2ba6-404c-8112-492828caa088
<form novalidate="" accept-charset="UTF-8" action="https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/5187643/1503a576-2ba6-404c-8112-492828caa088" enctype="multipart/form-data" id="hsForm_1503a576-2ba6-404c-8112-492828caa088"
method="POST" class="hs-form stacked hs-form-private hsForm_1503a576-2ba6-404c-8112-492828caa088 hs-form-1503a576-2ba6-404c-8112-492828caa088 hs-form-1503a576-2ba6-404c-8112-492828caa088_6fed5d16-9e8b-498c-b93d-cb2686ae6956"
data-form-id="1503a576-2ba6-404c-8112-492828caa088" data-portal-id="5187643" target="target_iframe_1503a576-2ba6-404c-8112-492828caa088" data-reactid=".hbspt-forms-0">
<div class="hs_email hs-email hs-fieldtype-text field hs-form-field" data-reactid=".hbspt-forms-0.1:$0"><label id="label-email-1503a576-2ba6-404c-8112-492828caa088" class="" placeholder="Enter your " for="email-1503a576-2ba6-404c-8112-492828caa088"
data-reactid=".hbspt-forms-0.1:$0.0"><span data-reactid=".hbspt-forms-0.1:$0.0.0"></span></label>
<legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-0.1:$0.1"></legend>
<div class="input" data-reactid=".hbspt-forms-0.1:$0.$email"><input id="email-1503a576-2ba6-404c-8112-492828caa088" class="hs-input" type="email" name="email" required="" placeholder="Email*" value="" autocomplete="email"
data-reactid=".hbspt-forms-0.1:$0.$email.0" inputmode="email"></div>
</div>
<div class="hs_lifecyclestage hs-lifecyclestage hs-fieldtype-radio field hs-form-field" style="display:none;" data-reactid=".hbspt-forms-0.1:$1"><label id="label-lifecyclestage-1503a576-2ba6-404c-8112-492828caa088" class=""
placeholder="Enter your Lifecycle Stage" for="lifecyclestage-1503a576-2ba6-404c-8112-492828caa088" data-reactid=".hbspt-forms-0.1:$1.0"><span data-reactid=".hbspt-forms-0.1:$1.0.0">Lifecycle Stage</span></label>
<legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-0.1:$1.1"></legend>
<div class="input" data-reactid=".hbspt-forms-0.1:$1.$lifecyclestage"><input name="lifecyclestage" class="hs-input" type="hidden" value="subscriber" data-reactid=".hbspt-forms-0.1:$1.$lifecyclestage.0"></div>
</div>
<div class="legal-consent-container" data-reactid=".hbspt-forms-0.2">
<div class="hs-richtext" data-reactid=".hbspt-forms-0.2.0">
<p>Patra is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact
you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:</p>
</div>
<div data-reactid=".hbspt-forms-0.2.1:0">
<div class="hs-dependent-field" data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518">
<div class="hs_LEGAL_CONSENT.subscription_type_5585518 hs-LEGAL_CONSENT.subscription_type_5585518 hs-fieldtype-booleancheckbox field hs-form-field"
data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518">
<legend class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.1"></legend>
<div class="input" data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518">
<ul class="inputs-list" data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.0">
<li class="hs-form-booleancheckbox" data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.0.0"><label
for="LEGAL_CONSENT.subscription_type_5585518-1503a576-2ba6-404c-8112-492828caa088" class="hs-form-booleancheckbox-display"
data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.0.0.0"><input
id="LEGAL_CONSENT.subscription_type_5585518-1503a576-2ba6-404c-8112-492828caa088" class="hs-input" type="checkbox" name="LEGAL_CONSENT.subscription_type_5585518" value="true"
data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.0.0.0.0"><span
data-reactid=".hbspt-forms-0.2.1:0.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.$LEGAL_CONSENT=1subscription_type_5585518.0.0.0.1">I agree to receive other communications from
Patra.</span></label></li>
</ul>
</div>
</div>
</div>
<legend class="hs-field-desc checkbox-desc" style="display:none;" data-reactid=".hbspt-forms-0.2.1:0.1"></legend>
</div>
<div class="hs-richtext" data-reactid=".hbspt-forms-0.2.2">
<p>You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy.</p>
</div>
<div class="hs-richtext" data-reactid=".hbspt-forms-0.2.3">
<p>By clicking submit below, you consent to allow Patra to store and process the personal information submitted above to provide you the content requested.</p>
</div>
</div>
<div class="hs_submit hs-submit" data-reactid=".hbspt-forms-0.5">
<div class="hs-field-desc" style="display:none;" data-reactid=".hbspt-forms-0.5.0"></div>
<div class="actions" data-reactid=".hbspt-forms-0.5.1"><input type="submit" value="SUBMIT" class="hs-button primary large" data-reactid=".hbspt-forms-0.5.1.0"></div>
</div><noscript data-reactid=".hbspt-forms-0.6"></noscript><input name="hs_context" type="hidden"
value="{"rumScriptExecuteTime":3932,"rumServiceResponseTime":4382.10000038147,"rumFormRenderTime":2.3000001907348633,"rumTotalRenderTime":4605.300000190735,"rumTotalRequestTime":449,"lang":"en","legalConsentOptions":"{\"communicationConsentCheckboxes\":[{\"communicationTypeId\":5585518,\"label\":\"I agree to receive other communications from Patra.\",\"required\":false}],\"legitimateInterestLegalBasis\":\"LEGITIMATE_INTEREST_PQL\",\"communicationConsentText\":\"<p>Patra is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:</p>\",\"processingConsentType\":\"IMPLICIT\",\"processingConsentText\":\"<p>By clicking submit below, you consent to allow Patra to store and process the personal information submitted above to provide you the content requested.</p>\",\"processingConsentCheckboxLabel\":\"<p>I agree to allow Patra to store and process my personal data.</p>\",\"privacyPolicyText\":\"<p>You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy.</p>\",\"isLegitimateInterest\":false}","renderRawHtml":"true","embedAtTimestamp":"1657893708555","formDefinitionUpdatedAt":"1643638248343","pageUrl":"https://www.patracorp.com/privacy-policy/","pageTitle":"Privacy Policy - Patra","source":"FormsNext-static-5.508","sourceName":"FormsNext","sourceVersion":"5.508","sourceVersionMajor":"5","sourceVersionMinor":"508","timestamp":1657893708555,"userAgent":"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/103.0.5060.53 Safari/537.36","originalEmbedContext":{"region":"na1","portalId":"5187643","formId":"1503a576-2ba6-404c-8112-492828caa088","target":"#hbspt-form-1657893708176-7052706066"},"boolCheckBoxFields":"LEGAL_CONSENT.subscription_type_5585518","renderedFieldsIds":["email","LEGAL_CONSENT.subscription_type_5585518"],"formTarget":"#hbspt-form-1657893708176-7052706066","correlationId":"0a81394b-a1dc-4740-b825-12da77933aba","contentType":"standard-page","hutk":"92f4aae614fa6477ba7b7d8c67b54d57","captchaStatus":"NOT_APPLICABLE"}"
data-reactid=".hbspt-forms-0.7"><iframe name="target_iframe_1503a576-2ba6-404c-8112-492828caa088" style="display:none;" data-reactid=".hbspt-forms-0.8"></iframe>
</form>Text Content
* Who We Serve
* Back
* Retail Agency
* MGA
* Wholesaler
* Carrier
* Services
* Back
* Benefits Comparison Spreadsheets
* Certificate Processing
* Commission Posting
* Contact Center
* Eligibility Management
* Insurance Printing and Mailing
* Insurance Processing
* Insurance Services For EB
* Insurance Services For P&C
* Policy Checking
* Premium Payment Automation
* Small Account Solutions
* Technology
* News
* Back
* Blogs
* Events
* In the News
* Press Releases
* Resources
* Back
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
* Company
* Back
* Careers
* Customer Experience
* InsurConneXtions
* Leadership Team
* Patra Academy
* Patra Proud
Contact Us
Skip to content
VIDEO: Certificate Processing & Issuance with Patra
WATCH
WEBINAR: Patra's Services for Employee Benefits and Open Enrollment
WATCH
NEWS: Patra Joins Vertafore's Orange Partner Program
READ MORE
INTERVIEW: Patra CEO John Simpson
WATCH
VIDEO: Policy Checking with Patra
WATCH
VIDEO: Certificate Processing & Issuance with Patra
WATCH
WEBINAR: Patra's Services for Employee Benefits and Open Enrollment
WATCH
* Markets We Serve
MARKETS WE SERVE
* Retail Agency
* MGA
* Wholesaler
* Carrier
MARKETS WE SERVE
Patra is a leading provider of technology-enabled services to the insurance
industry. Patra’s team of global experts allow retail agencies, MGAs,
wholesalers and carriers to capture the Patra Advantage – profitable growth
and organizational value. Patra supports insurance organizations as they
sell, deliver and manage policies and customers.
WHOLESALER
Patra delivers quality, timely services that help differentiate your brand
and enable you to thrive in this evolving wholesale marketplace.
Learn More
MGA
Leverage our experienced staff and proven technologies to elevate your team
and engage more effectively with the agents and carriers who rely on you.
Learn More
RETAIL AGENCY
Patra helps retail agencies reduce staff workloads, service accounts more
efficiently and optimize small account management, so you don’t have to worry
about staffing issues, reinventing workflows or accommodating more volume.
Learn More
CARRIER
With the technology, personnel, and insurance expertise to expertly engage
with your customers or to power complex processes, Patra provides tailored
solutions for insurance companies.
Learn More
* Services
TECH-ENABLED SERVICES
* Audits
* Benefits Comparison Spreadsheets
* Certificate Processing
* Commission Posting
* Contact Center
* Data Entry
* Direct Bill Reconciliation
* Document Retrieval
* Eligibility Management
* Insurance Printing and Mailing
* Insurance Processing
* Insurance Services for EB
* Insurance Services For P&C
* Policy Checking
* Policy Issuance
* Premium Payment Automation
* Small Account Solutions
* Submissions
TECH-ENABLED SERVICE
We believe insurance is a people-first business that works best when powered
by technology. And everything we do, we do to empower you to focus on what
you do best—bring value to customers, manage risk and provide peace of mind
to policyholders.
POLICY CHECKING
By automating aspects of the policy checking process, we make it faster and
more accurate, a benefit to both you and your customers.
CERTIFICATE PROCESSING
Our certificate processing service is a true end-to-end solution which makes
the entire process convenient and fast. You, or your insured, can initiate a
certificate request, and Patra will process and deliver the certificate for
you.
DOCUMENT RETRIEVAL
No two insurance organizations are the same. That’s why our document
retrieval services are fully customizable to meet your unique needs. With a
customized workflow and our dedicated document team, we ensure nothing falls
through the cracks.
INSURANCE PROCESSING
We believe insurance is a people-first business that works best when powered
by technology. And everything we do, we do to empower you to focus on what
you do best—bring value to customers, manage risk and provide peace of mind
to policyholders.
LOSS RUNS – RETAIL AGENCY P&C
Loss Runs – Retail Agency P&C text
DATA ENTRY – RETAIL AGENCY P&C
Our data entry solutions are flexible and scale to meet your needs. We
are here to help you increase your work efficiency by taking on the data
management that consumes too much of your day. You can rely on us for data
entry, clean up, and migration projects big and small.
ELIGIBILITY MANAGEMENT
Internally processing hundreds of adds, terms, and changes can quickly pile
up. With Patra, you get access to a dedicated remote team who work only on
eligibility management. We process requests quickly and accurately.
COMMISSION POSTING
With Patra, you don’t need to hire a full-time employee dedicated to
commission postings or put the work on the desk of an already busy agent.
Patra provides commission posting services that are fast and accurate, so you
can focus on working with clients and bringing on new customers.
DATA ENTRY – RETAIL AGENCY EB
Our data entry solutions are flexible and scale to meet your needs. We
are here to help you increase your work efficiency by taking on the data
management that consumes too much of your day. You can rely on us for data
entry, clean up, and migration projects big and small.
BENEFIT COMPARISON
Benefit comparison spreadsheets are a great tool but creating the spreadsheet
can take considerable time and effort. That’s where Patra comes in! We can
create benefit comparison spreadsheets for you, making them ready for you
before renewal meetings.
AUDITS
Audits text
SUBMISSIONS
Submissions text
INSURANCE SERVICES FOR P&C
Patra's P&C solutions deliver consistent and reliable results, cost
efficiency and process optimization. Organizations focused on growth choose
Patra to power their processing.
PREMIUM PAYMENT AUTOMATION
PatraPay is a digital payment solution designed to modernize the billing and
payment experience between premium finance companies, their agency partners,
and the insurance policy buyer. The all-in-one platform automates the entire
premium finance and payment processes.
POLICY ISSUANCE
Policy Issuance text
INSURANCE SERVICES FOR EB
Patra’s employee benefits services support your insurance organization at
every stage of the EB renewal cycle. Our services ensure you are maximizing
efficiency and profitability throughout the year.
PRINTING AND MAILING
Patra’s print, mail, and document processing services provide an integrated,
cost-effective way to expedite certificates, letters, and other mailed
communications. Patra will act as your in-house mailing department, managing
inbound and outbound correspondence.
SMALL ACCOUNT SOLUTIONS
Our managed service model provides a variety of options to address commercial
lines, personal lines, or employee benefits. Your team can spend more time
focusing on key accounts and agency relationships without sacrificing the
service levels your customers expect.
CONTACT CENTER
Patra provides a flexible, end-to-end solution that deploys omni-channel
communication tools to your existing management systems, supporting every
part of the customer experience. Inbound or outbound, Patra supports your
customer contact centers with voice, chat, text, email, and white mail to
deliver your brand experience.
DIRECT BILL RECONCILIATION
Direct Bill Reconciliation test
* Technology
* Resources
* News
* Resources
RESOURCES
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
NEWS
* Blogs
* Events
* In the News
* Press Releases
NEWS
Your go-to source for the latest Patra content, industry experience, and
thought leadership covering the insurance industry.
See Our News
RESOURCES
Curious about technology-enabled insurance services powered by people? Check
out how we’re implementing this through the various resources available here!
Check It Out
BLOGS
A few of our thoughts on the industry and ways to improve your business.
Read Now
EVENTS
We attend events all over the country, all year long. We’d love to meet up
with you along the way!
See You There
IN THE NEWS
See where Patra has been featured and what the industry is sharing about us.
Check it Out
PRESS RELEASES
From company announcements to award recognitions, see our latest shared news.
Read Now
BROCHURES
Learn more about our technology-enabled services for the insurance industry.
See Now
CASE STUDIES
Read about some of our customers and how they’ve benefited from working with
Patra.
Read Now
DATA SHEETS
Interested in learning more about specific services we offer and how we do
what we do? Check out our data sheets for more insight.
Learn More
VIDEOS
Want to get to know us better? Enjoy these videos that give a glimpse of how
and why we do what we do.
Watch Now
WEBINARS
Take a deeper dive into Patra and learn how we support our customers by
watching some of our webinars.
Watch Now
* About Patra
COMPANY
* Careers
* Customer Experience
* InsurConneXtions
* Leadership Team
* Patra Academy
* Patra Proud
PATRA
For over 15 years, Patra has focused on bringing the very best
technology-enabled services to the insurance industry. Our three core pillars
- Honesty, Integrity, and Respect - drive everything we do. That’s the
Patra Advantage.
Learn More About Patra
CAREERS
We’re hiring! Work-from-home, flex PTO, equipment provided, medical,
dental, vision, HSA & FSA accounts, 401K with match, competitive salaries and
the best colleagues from around the globe!
Come Work With Us
CUSTOMER EXPERIENCE
We’re driven by our customers’ success. Drawn from experience
in onboarding over 600+ customers across the insurance industry over 15+
years – we’ve designed a scalable, secure and frictionless implementation
experience.
Learn More
INSURCONNEXTIONS
Patra has brought together leaders in Insurance to create
the InsurConneXtions Alliance. A gathering of industry leaders to prioritize,
develop, and distribute technology solutions and industry standards to
drive insurance processing efficiencies.
Learn More
LEADERSHIP TEAM
Employing more than 5,000 globally, we value our differences. We believe that
having a diverse employee population and inclusive environment makes us a
stronger company.
Meet The Team
PARTNERSHIPS
The Summit Partner Platform brings together best in class insurance
organizations and Patra's leading tech-enabled insurance services, joining
forces creating value, profitability, and growth. With a shared commitment to
operational excellence and customer success, we help our strategic
partners thrive by providing access to tech-enabled services and solutions
that add value to your members, customers, and business.
Learn More
PATRA ACADEMY
Patra Academy is our response to the insurance industry’s staffing
challenges, providing a pipeline of talented, trained and licensed staff to
support insurance organizations across the country. We place a strong
emphasis on recruiting from the military community – active duty spouses and
veterans – when hiring for new opportunities in the Academy!
Learn More
PATRA PROUD
Our philanthropic organization, Patra Proud, is dedicated to supporting
the children of military families. We acknowledges the challenges our active
duty military families face and help in any way possible.
Donate or Learn More
* Contact Us
PATRA PRIVACY POLICY
PATRA WEB PRIVACY POLICY
Last modified: January 2021
INTRODUCTION
Patra Corporation ("Company" or "We") respect your privacy and are committed to
protecting it through our compliance with this policy.
This policy describes the types of information we may collect from you or that
you may provide when you visit the website patracorp.com (our "Website") or that
you may provide to a third-party through its website and consent to such
third-party sharing the information with Patra (a “Third-Party Site”). This
policy also describes our practices for collecting, using, maintaining,
protecting, and disclosing the information provided to Patra through our Website
or any Third-Party Site.
This policy applies to information we collect:
* On this Website.
* In email, text, and other electronic messages between you and this Website.
* From a Third-Party Site to which you have provided information and consented
to such information being share with Patra.
It does not apply to information collected by:
* offline or any other means, including any other website operated by Company
or any third party, unless you expressly provided consent for the third-party
to share your information with Patra; or
* any third party, including through any application or content (including
advertising) that may link to or be accessible from or on the Website.
Please read this policy carefully to understand our policies and practices
regarding your information and how we will treat it. If you do not agree with
our policies and practices, your choice is not to use our Website and refrain
from providing your consent to any third-party that shares your information with
Patra. By accessing or using this Website, or providing your consent on a
Third-Party site, you agree to this privacy policy. This policy may change from
time to time (see Changes to Our Privacy Policy). Your continued use of this
Website or consent on a Third-Party Site after we make changes is deemed to be
acceptance of those changes, so please check the policy periodically for
updates.
CHILDREN UNDER THE AGE OF 13
Our Website is not intended for children under 13 years of age. No one under age
13 may provide any information to or on the Website. We do not knowingly collect
personal information from children under 13. If you are under 13, do not use or
provide any information on this Website or on or through any of its features, or
through any Third-Party Site. If we learn we have collected or received personal
information from a child under 13 without verification of parental consent, we
will delete that information. If you believe we might have any information from
or about a child under 13, please contact us at: compliance@patracorp.com.
INFORMATION WE COLLECT ABOUT YOU AND HOW WE COLLECT IT
We collect several types of information from and about users of our Website, and
through select Third-Party Sites including information:
* by which you may be personally identified, such as name, postal address,
e-mail address, telephone number, or any other identifier by which you may be
contacted online or offline ("personal information");
* that is about you but individually does not identify you; and/or
* about your internet connection, the equipment you use to access our Website
and usage details.
Personal information does not include:
* Publicly available information from government records.
* Deidentified or aggregated consumer information.
* Information excluded from the scope of the California Consumer Privacy Act
(CCPA), like:
* Health or medical information covered by the Heath Insurance Portability
and Accountability Act of 1996 (HIPPA) and the California Confidentiality
of Medical Information Act (CMIA) or clinical trial data;
* Personal information covered by certain sector-specific privacy laws,
including the Fair Credit Reporting Act (FRCA), the Gramm-Leach-Bliley Act
(GLBC) or California Financial Information Privacy Act (FIPA), and the
Driver’s Privacy Protection Act of 1994.
In particular, we have collected the following categories of information from
consumers within the last twelve (12) months:
CategoryExamplesCollectedPurpose for Collection* CategoryA.
Identifiers.ExamplesA real name, alias, postal address, unique personal
identifier, online identifier, Internet Protocol address, email address, account
name, Social Security number, driver’s license number, passport number, or other
similar identifiers.CollectedYesPurpose for Collection*1-7CategoryB. Personal
information categories listed in the California Customer Records statute (Cal.
Civ. Code § 1798.80(e)).ExamplesA name, signature, Social Security number,
physical characteristics or description, address, telephone number, passport
number, driver’s license or state identification card number, insurance policy
number, education, employment, employment history, bank account number, credit
card number, debit card number, or any other financial information, medical
information, or health insurance information.CollectedYesPurpose for
Collection*4, 5, 7CategoryC. Protected classification characteristics under
California or federal law.ExamplesAge (40 years or older), race, color,
ancestry, national origin, citizenship, religion or creed, marital status,
medical condition, physical or mental disability, sex (including gender, gender
identity, gender expression, pregnancy or childbirth and related medical
conditions), sexual orientation, veteran or military status, genetic information
(including familial genetic information).CollectedYesPurpose for Collection*4,
5, 7CategoryD. Commercial information.ExamplesRecords of personal property,
products or services purchased, obtained, or considered, or other purchasing or
consuming histories or tendencies.CollectedYesPurpose for Collection*4, 5,
7CategoryE. Biometric information.ExamplesGenetic, physiological, behavioral,
and biological characteristics, or activity patterns used to extract a template
or other identifier or identifying information, such as, fingerprints,
faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other
physical patterns, and sleep, health, or exercise data.CollectedNoPurpose for
Collection*CategoryF. Internet or other similar network
activity.ExamplesBrowsing history, search history, information on a consumer’s
interaction with a website, application, or advertisement.CollectedYesPurpose
for Collection*1-7CategoryG. Geolocation data.ExamplesPhysical location or
movements.CollectedYesPurpose for Collection*4, 5, 7CategoryH. Sensory
data.ExamplesAudio, electronic, visual, thermal, olfactory, or similar
information.CollectedNoPurpose for Collection*CategoryI. Professional or
employment-related information.ExamplesCurrent or past job history or
performance evaluations.CollectedYesPurpose for Collection*4, 5, 7CategoryJ.
Non-public education information (per the Family Educational Rights and Privacy
Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)).ExamplesEducation records
directly related to a student maintained by an educational institution or party
acting on its behalf, such as grades, transcripts, class lists, student
schedules, student identification codes, student financial information, or
student disciplinary records.CollectedYesPurpose for Collection*4, 5,
7CategoryK. Inferences drawn from other personal information.ExamplesProfile
reflecting a person’s preferences, characteristics, psychological trends,
predispositions, behavior, attitudes, intelligence, abilities, and
aptitudes.CollectedNoPurpose for Collection*
*Descriptions as to the reasons we may collect personal information are included
in the enumerated list below under the Section “How We Use Your Personal
Information”.
We collect this information:
* Directly from you when you provide it to us.
* From a Third-Party Site where you have directly provided information and
consented to having that information shared with Patra.
* Automatically as you navigate through the site. Information collected
automatically may include usage details, IP addresses, and information
collected through cookies and other tracking technologies.
* As exchanged in the course of providing services in a business to business
relationship.
THE INFORMATION WE COLLECT ON OR THROUGH OUR WEBSITE MAY INCLUDE:
* Information that you provide by filling in forms on our Website. This
includes information provided at the time of registering to use our Website,
subscribing to our service, posting material, or requesting further services.
We may also ask you for information when you enter a contest or promotion
sponsored by us, and when you report a problem with our Website.
* Records and copies of your correspondence (including email addresses), if you
contact us.
* Information contained in applications for employment and / or participation
any job placement program that we may offer directly.
THE INFORMATION WE COLLECT FROM A THIRD-PARTY SITE MAY INCLUDE:
* Information that you provide by filling in forms on the Third-Party Site and
consent to sharing with Patra.
INFORMATION WE COLLECT THROUGH AUTOMATIC DATA COLLECTION TECHNOLOGIES
As you navigate through and interact with our Website, we may use automatic data
collection technologies to collect certain information about your equipment,
browsing actions, and patterns, including:
* Details of your visits to our Website, including traffic data, location data,
logs, and other communication data and the resources that you access and use
on the Website.
* Information about your computer and internet connection, including your IP
address, operating system, and browser type.
The information we collect automatically may include personal information or we
may maintain it or associate it with personal information we collect in other
ways or receive from third parties. It helps us to improve our Website and to
deliver a better and more personalized service, including by enabling us to:
* Store information about your preferences, allowing us to customize our
Website according to your individual interests.
* Recognize you when you return to our Website.
The technologies we use for this automatic data collection may include:
* Cookies (or browser cookies). A cookie is a small file placed on the hard
drive of your computer. You may refuse to accept browser cookies by
activating the appropriate setting on your browser. However, if you select
this setting you may be unable to access certain parts of our Website. Unless
you have adjusted your browser setting so that it will refuse cookies, our
system will issue cookies when you direct your browser to our Website.
INFORMATION WE COLLECT IN THE COURSE OF PROVIDING SERVICES
* As we work with insurance brokers, MGAs and carriers (our clients), to
provide insurance processing, account management, and technology services to
create growth and efficiency in the insurance marketplace, we may receive
personal information from or related to your insurance policies and
application information. Such information helps us to effectively provide
services directly to our clients, and indirectly to you.
* Before any information is collected in the course of providing services, we
enter into a contractual relationship with the client that describes the
limited purpose for which we can collect the information and requires us to
keep that personal information confidential.
HOW WE USE YOUR INFORMATION
We use information that we collect about you or that you provide to us,
including any personal information:
1. To present our Website and its contents to you.
2. To provide you with information, products, or services that you request from
us.
3. To notify you about changes to our Website or any products or services we
offer or provide though it.
4. To fulfill or meet the reason you provided the information, even if we
receive it indirectly through you due to a business to business
relationship. For example, if you share your name and contact information
for the purpose of obtaining an insurance policy, then we will use that
information to fulfill your request. We may also save your information to
help manage your account or fulfill future requests.
5. To respond to law enforcement requests as required by applicable law, court
order, or government regulations.
6. As described to you when collecting your personal information or as
otherwise set forth in the CCPA.
7. For any other purpose with your consent.
8. To evaluate or conduct a merger, divestiture, restructuring, reorganization,
dissolution, or other sale or transfer of some or all of our assets, whether
as a growing concern or as part of bankruptcy, litigation, or similar
proceeding, in which personal information help by us about our website users
and/or clients is among the assets transferred.
We will not collect additional categories of personal information or use the
personal information we collected for materially different, unrelated, or
incompatible purposes without providing you notice.
DISCLOSURE OF YOUR INFORMATION
We may disclose aggregated information about our users, and information that
does not identify any individual, without restriction.
We may disclose personal information that we collect or you provide as described
in this privacy policy to the following categories of third parties:
* To our subsidiaries and affiliates.
* To contractors, service providers, and other third parties we use to support
our business and who are bound by contractual obligations to keep personal
information confidential and use it only for the purposes for which we
disclose it to them.
* To a buyer or other successor in the event of a merger, divestiture,
restructuring, reorganization, dissolution, or other sale or transfer of some
or all of Patra Corporation's assets, whether as a going concern or as part
of bankruptcy, liquidation, or similar proceeding, in which personal
information held by Patra Corporation about our Website users is among the
assets transferred.
* To fulfill the purpose for which you provide it.
* To run background checks as part of an application for your employment.
* For any other purpose disclosed by us when you provide the information.
* With your consent.
We may also disclose your personal information:
* To comply with any court order, law, or legal process, including to respond
to any government or regulatory request.
* If we believe disclosure is necessary or appropriate to protect the rights,
property, or safety of Patra Corporation, our customers, or others.
In the preceding 12 months, we have disclosed the following categories of
personal information for a business purposes:
* Category A: Identifiers
* Category B: California Customer Records personal information categories
* Category C: Protected classification characteristics under California or
federal law
* Category D: Commercial information
* Category F: Internet or other similar network activity
* Category G: Geolocation data
* Category I: Professional or employment-related information.
We disclose your personal information for a business purpose to the following
categories of third parties:
* Our subsidiaries or affiliates
* Service Providers
* Insurance Carriers
CHOICES ABOUT HOW WE USE AND DISCLOSE YOUR INFORMATION
We strive to provide you with choices regarding the personal information you
provide to us. We have created mechanisms to provide you with the following
control over your information:
* Tracking Technologies and Advertising. You can set your browser to refuse all
or some browser cookies, or to alert you when cookies are being sent. You can
do this via the alert on that shows up when you visit our website, or to
learn more about how you can manage your Flash cookie settings, visit the
Flash player settings page on Adobe's website. If you disable or refuse
cookies, please note that some parts of our site may then be inaccessible or
not function properly.
DATA SECURITY
We have implemented measures designed to secure your personal information from
accidental loss and from unauthorized access, use, alteration, and disclosure.
All information you provide to us, or is collected for a business purpose, is
stored on our secure servers behind firewalls.
The safety and security of your information also depends on you. Where we have
given you (or where you have chosen) a password for access to certain parts of
our Website, you are responsible for keeping this password confidential. We ask
you not to share your password with anyone.
Unfortunately, the transmission of information via the internet is not
completely secure. Although we do our best to protect your personal information,
we cannot guarantee the security of your personal information transmitted to our
Website. Any transmission of personal information is at your own risk. We are
not responsible for circumvention of any privacy settings or security measures
contained on the Website.
REQUESTING REMOVAL
To request removal of your personal information from our general records and /
or from the Patra Insurance Network, please contact servicedesk@patracorp.net.
In some cases, we may not be able to remove your personal information, in which
case we will let you know if we are unable to do so and why.
RIGHTS AND CHOICES FOR CALIFORNIA CONSUMERS UNDER THE CCPA
The California Consumer Privacy Act (CCPA) provides consumer (California
residents) with specific rights regarding their personal information. This
section describes your CCPA rights and explains how to exercise those rights.
Access to Specific Information and Data Portability Rights
You have the right to request that we disclose certain information to you about
our collection and use of your personal information over the past 12 months.
Once we receive and confirm your verifiable consumer request we will disclose to
you:
* The categories of personal information we collected about you.
* The categories of sources for the personal information we collected about
you.
* Our business or commercial purpose for collecting or selling that personal
information.
* The categories of third parties with whom we share that personal information.
* The specific pieces of personal information we collected about you (also
called a data portability request).
* If we sold or disclosed your personal information for a business purpose, two
separate lists disclosing:
* sales, identifying the personal information categories that each category
of recipient purchased; and·
* disclosures for a business purpose, identifying the personal information
categories that each category of recipient obtained.
Deletion Request Rights
You have the right to request that we delete any of your personal information
that we collected from you and retained, subject to certain exceptions. Once we
receive and confirm your verifiable consumer request we will delete (and direct
our service providers to delete) your personal information from our records,
unless an exception applies.
We may deny your deletion request if retaining the information is necessary for
us or our service provider(s) to:
1. Complete the transaction for which we collected the personal information,
provide the service that you requested, take actions reasonably anticipated
within the context of our ongoing business relationship with you, fulfill
the terms of a written warranty, or otherwise perform our contract with you.
2. Detect security incidents, protect against malicious, deceptive, fraudulent,
or illegal activity, or prosecute those responsible for such activities.
3. Debug products to identify and repair errors that impair existing intended
functionality.
4. Exercise free speech, ensure the right of another consumer to exercise their
free speech rights, or exercise another right provided for by law.
5. Comply with the California Electronic Communications Privacy Act (Cal. Penal
Code § 1546 et. seq.).
6. Engage in public or peer-reviewed scientific, historical, or statistical
research in the public interest that adheres to all other applicable ethics
and privacy laws, when the information's deletion may likely render
impossible or seriously impair the research's achievement, if you previously
provided informed consent.
7. Enable solely internal uses that are reasonably aligned with consumer
expectations based on your relationship with us.
8. Comply with a legal obligation.
9. Make other internal and lawful uses of that information that are compatible
with the context in which you provided it.
Exercising Access, Data Portability, and Deletion Requests
To exercise the access, data portability, and deletion rights described above,
please submit a verifiable consumer request to us by either:
* 1-855-200-0454
* Completing this form
* compliance@patracorp.com
Only you, or someone legally authorized to act on your behalf, may make a
verifiable consumer request related to your personal information. When
designating an authorized agent, you must i) submit a written permission with
the request to know or delete and ii) directly verify your identify with the
business. This does not apply if the authorized access is acting under a power
of attorney.
You may also make a verifiable consumer request on behalf of your minor child.
You may only make a verifiable consumer request for access or data portability
twice within a 12-month period. The verifiable consumer request must:
* Provide sufficient information that allows us to reasonably verify you are
the person about whom we collected personal information or an authorized
representative.
* Describe your request with sufficient detail that allows us to properly
understand, evaluate, and respond to it.
We cannot respond to your request or provide you with personal information if we
cannot verify your identity or authority to make the request and confirm the
personal information relates to you. Making a verifiable consumer request does
not require you to create an account with us. We will only use personal
information provided in a verifiable consumer request to verify the requestor's
identity or authority to make the request.
Response Timing and Formant
We endeavor to respond to a verifiable consumer request within forty-five (45)
days of its receipt. If we require more time (up to 90 days), we will inform you
of the reason and extension period in writing.
If you have an account with us, we will deliver our written response to that
account. If you do not have an account with us, we will deliver our written
response by mail or electronically, at your option. Any disclosures we provide
will only cover the 12-month period preceding the verifiable consumer request's
receipt. The response we provide will also explain the reasons we cannot comply
with a request, if applicable. For data portability requests, we will select a
format to provide your personal information that is readily useable and should
allow you to transmit the information from one entity to another entity without
hindrance.
We do not charge a fee to process or respond to your verifiable consumer request
unless it is excessive, repetitive, or manifestly unfounded. If we determine
that the request warrants a fee, we will tell you why we made that decision and
provide you with a cost estimate before completing your request.
Non-Discrimination
We will not discriminate against you for exercising any of your CCPA rights.
Unless permitted by the CCPA, we will not:
* Deny you goods or services.
* Charge you different prices or rates for goods or services, including through
granting discounts or other benefits, or imposing penalties.
* Provide you a different level or quality of goods or services.
* Suggest that you may receive a different price or rate for goods or services
or a different level or quality of goods or services.
CHANGES TO OUR PRIVACY POLICY
It is our policy to post any changes we make to our privacy policy on this page.
If we make material changes to how we treat our users' personal information, we
will notify you by email to the primary email address specified in your account
and/or through a notice on the Website home page. The date the privacy policy
was last revised is identified at the top of the page. You are responsible for
ensuring we have an up-to-date active and deliverable email address for you, and
for periodically visiting our Website and this privacy policy to check for any
changes.
CONTACT INFORMATION
To ask questions or comment about this privacy policy and our privacy practices,
contact us at info@patracorp.com. If you have a concern about how we have used
your information, please send an email to compliance@patracorp.com.
JOIN OUR MAILING LIST!
Sign up to receive email updates on company announcements and product
promotions.
Join Now
MARKETS WE SERVE
* Retail Agency
* MGA
* Wholesaler
* Carrier
TECHNOLOGY
TECH-ENABLED SERVICES
* Benefits Comparison Spreadsheets
* Certificate Processing
* Commission Posting
* Contact Center
* Eligibility Management
* Insurance Printing & Mailing
* Insurance Processing
* Insurance Services for EB
* Insurance Services for P&C
* Policy Checking
* Premium Payment Automation
* Small Account Solutions
NEWS
* Blogs
* Events
* In the News
* Press Releases
RESOURCES
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
COMPANY
* Careers
* Customer Experience
* InsurConneXtions
* Leadership Team
* Patra Academy
* Patra Proud
CONTACT
PRIVACY POLICY
* Who We Serve
* Retail Brokers
* MGA
* Wholesale Broker
* Carrier
* Insurance Solutions
* Insurance Processing
* Property and Casualty
* Employee Benefits
* Small Account Solutions
* Property and Casualty
* Employee Benefits
* Acquisition Customer Experience
* Insurance Printing & Mailing
* Premium Payment Automation
* Certificate Processing
* Policy Checking
* Eligibility Management
* Commission Posting
* Benefit Comparison Spreadsheets
* Technology
* InsurConneXtions
* Resources
* Brochures
* Case Studies
* Data Sheets
* Videos
* Webinars
* News
* Blogs
* Events
* In the News
* Patra Academy
* Patra Proud
* Press Releases
* Company
* Careers
* Customer Experience
* Leadership Team
* Partnerships
* Patra Academy
* Patra Proud
* Contact Us
COOKIE SETTINGS
When you visit our website, we store cookies on your browser to collect
information. The information collected might relate to you, your preferences or
your device, and is mostly used to make the site work as you expect it to and to
provide a more personalized web experience. However, you can choose not to allow
certain types of cookies, which may impact your experience of the site and the
services we are able to offer. Click on the different category headings to find
out more and change our default settings according to your preference. You
cannot opt-out of our First Party Strictly Necessary Cookies as they are
deployed in order to ensure the proper functioning of our website (such as
prompting the cookie banner and remembering your settings, to log into your
account, to redirect you when you log out, etc.). For more information about the
First and Third Party Cookies used please follow this link. More information
Allow All
DO NOT SELL PREFERENCES
STRICTLY NECESSARY COOKIES
Always Active
These cookies are necessary for the website to function and cannot be switched
off in our systems. They are usually only set in response to actions made by you
which amount to a request for services, such as setting your privacy
preferences, logging in or filling in forms. You can set your browser to
block or alert you about these cookies, but some parts of the site will not then
work. These cookies do not store any personally identifiable information.
SALE OF PERSONAL DATA
Sale of Personal Data
Under the California Consumer Privacy Act, you have the right to opt-out of the
sale of your personal information to third parties. These cookies collect
information for analytics and to personalize your experience with targeted ads.
You may exercise your right to opt out of the sale of personal information by
using this toggle switch. If you opt out we will not be able to offer you
personalized ads and will not hand over your personal information to any third
parties. Additionally, you may contact our legal department for further
clarification about your rights as a California consumer by using this Exercise
My Rights link.
If you have enabled privacy controls on your browser (such as a plugin), we have
to take that as a valid request to opt-out. Therefore we would not be able to
track your activity through the web. This may affect our ability to personalize
ads according to your preferences
* PERFORMANCE COOKIES
These cookies allow us to count visits and traffic sources so we can measure
and improve the performance of our site. They help us to know which pages are
the most and least popular and see how visitors move around the site. All
information these cookies collect is aggregated and therefore anonymous. If
you do not allow these cookies we will not know when you have visited our
site, and will not be able to monitor its performance.
* TARGETING COOKIES
These cookies may be set through our site by our advertising partners. They
may be used by those companies to build a profile of your interests and show
you relevant adverts on other sites. They do not store directly personal
information, but are based on uniquely identifying your browser and internet
device. If you do not allow these cookies, you will experience less targeted
advertising.
Confirm My Choices
Back Button
Back
PERFORMANCE COOKIES
Vendor Search Search Icon Filter Icon
Clear Fliters
Information storage and access
Apply
All Consent Allowed
Select All Vendors
All Consent Allowed
* 33ACROSS
HOST DESCRIPTION
VIEW COOKIES
REPLACE-WITH-DYANMIC-HOST-ID
* Name
cookie name
Host
cookie host
Duration
cookie duration
Type
cookie type
Category
cookie category
Description
cookie category
* 33ACROSS
View Privacy Notice
3 Purposes
REPLACE-WITH-DYANMIC-VENDOR-ID
Arrow
Consent Purposes
Location Based Ads
Consent Allowed
Legitimate Interest Purposes
Personalize
Require Opt-Out
Features
Location Based Ads
Confirm My Choices
This website uses cookies to enhance user experience and to analyze performance
and traffic on our website. We also share information about your use of our site
with our social media, advertising and analytics partners.
Exercise my rights
Cookie Settings Accept and Continue
JOIN OUR MAILING LIST
Lifecycle Stage
Patra is committed to protecting and respecting your privacy, and we’ll only use
your personal information to administer your account and to provide the products
and services you requested from us. From time to time, we would like to contact
you about our products and services, as well as other content that may be of
interest to you. If you consent to us contacting you for this purpose, please
tick below to say how you would like us to contact you:
* I agree to receive other communications from Patra.
You can unsubscribe from these communications at any time. For more information
on how to unsubscribe, our privacy practices, and how we are committed to
protecting and respecting your privacy, please review our Privacy Policy.
By clicking submit below, you consent to allow Patra to store and process the
personal information submitted above to provide you the content requested.