www.patracorp.com
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162.159.134.42
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Submitted URL: https://pb-select.com/
Effective URL: https://www.patracorp.com/
Submission: On November 02 via api from US — Scanned from IT
Effective URL: https://www.patracorp.com/
Submission: On November 02 via api from US — Scanned from IT
Form analysis 4 forms found in the DOM
GET https://www.patracorp.com/
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<div class="hs_firstname hs-firstname hs-fieldtype-text field hs-form-field"><label id="label-firstname-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your First Name"
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<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="firstname-918fe93a-05e3-4b12-94b8-1ff598827a34" name="firstname" required="" placeholder="First Name" type="text" class="hs-input" inputmode="text" autocomplete="given-name" value=""></div>
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<div class="hs_lastname hs-lastname hs-fieldtype-text field hs-form-field"><label id="label-lastname-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your Last Name" for="lastname-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>Last
Name</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="lastname-918fe93a-05e3-4b12-94b8-1ff598827a34" name="lastname" required="" placeholder="Last Name" type="text" class="hs-input" inputmode="text" autocomplete="family-name" value=""></div>
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<div class="hs_company hs-company hs-fieldtype-text field hs-form-field"><label id="label-company-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your Company Name"
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<div class="input"><input id="company-918fe93a-05e3-4b12-94b8-1ff598827a34" name="company" required="" placeholder="Company Name" type="text" class="hs-input" inputmode="text" autocomplete="organization" value=""></div>
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class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="email-918fe93a-05e3-4b12-94b8-1ff598827a34" name="email" required="" placeholder="Email" type="email" class="hs-input" inputmode="email" autocomplete="email" value=""></div>
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<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="phone-918fe93a-05e3-4b12-94b8-1ff598827a34" name="phone" required="" placeholder="Phone" type="tel" class="hs-input" inputmode="tel" autocomplete="tel" value=""></div>
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<div class="hs_state hs-state hs-fieldtype-select field hs-form-field"><label id="label-state-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your State/Region"
for="state-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>State/Region</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><select id="state-918fe93a-05e3-4b12-94b8-1ff598827a34" required="" class="hs-input is-placeholder" name="state">
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<option value="Alaska">Alaska</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
<option value="Ontario (ON)">Ontario (ON)</option>
<option value="Quebec (QC)">Quebec (QC)</option>
<option value="Nova Scotia (NS)">Nova Scotia (NS)</option>
<option value="New Brunswick (NB)">New Brunswick (NB)</option>
<option value="Manitoba (MB)">Manitoba (MB)</option>
<option value="British Columbia (BC)">British Columbia (BC)</option>
<option value="Prince Edward Island (PE)">Prince Edward Island (PE)</option>
<option value="Saskatchewan (SK)">Saskatchewan (SK)</option>
<option value="Alberta (AB)">Alberta (AB)</option>
<option value="Newfoundland and Labrador (NL)">Newfoundland and Labrador (NL)</option>
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<legend class="hs-field-desc" style="display: none;"></legend>
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for="country-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>Country/Region</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="country" class="hs-input" type="hidden" value=""></div>
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<div class="hs-dependent-field">
<div class="hs_market hs-market hs-fieldtype-radio field hs-form-field"><label id="label-market-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your I am a..." for="market-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>I am
a...</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input">
<ul required="" role="checkbox" class="inputs-list multi-container">
<li class="hs-form-radio" role="radio"><label for="market0-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market0-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="Broker"><span>Retail Broker/Agent</span></label></li>
<li class="hs-form-radio" role="radio"><label for="market1-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market1-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="Wholesale"><span>Wholesale</span></label></li>
<li class="hs-form-radio" role="radio"><label for="market2-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market2-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="MGA"><span>MGA</span></label></li>
<li class="hs-form-radio" role="radio"><label for="market3-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market3-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="Carrier"><span>Carrier</span></label></li>
<li class="hs-form-radio" role="radio"><label for="market4-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market4-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="Third Party Administrators (TPA)"><span>Third Party Administrators (TPA)</span></label></li>
<li class="hs-form-radio" role="radio"><label for="market5-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market5-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="InsureTech"><span>InsureTech</span></label></li>
<li class="hs-form-radio" role="radio"><label for="market6-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market6-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="Other"><span>Other</span></label></li>
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<legend class="hs-field-desc" style="display: block;">We ask to ensure the right business development representative follows up with you.</legend>
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<option value="Less than $5,000,000">Less than $7,000,000</option>
<option value="$5,000,000 - $20,000,000">$7,000,000 - $20,000,000</option>
<option value="More than $20,000,000">More than $20,000,000</option>
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placeholder="Enter your How can we help you tackle your policy lifecycle and administrative support challenges?" for="message-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>How can we help you tackle your policy lifecycle and administrative
support challenges?</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
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<div class="legal-consent-container">
<div class="hs-richtext">
<p>Patra needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and
commitment to protecting your privacy, please review our <a href="https://www.patracorp.com/privacy-policy-2/" rel="nofollow noopener" target="_blank">Privacy Policy</a>.</p>
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<div class="hs_submit hs-submit">
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commitment to protecting your privacy, please review our <a href="https://www.patracorp.com/company/privacy-policy/" target="_blank" rel="noopener">Privacy Policy</a>.</p>
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* Who We Serve
* Retail Agency
Specialized services for retail and broker agencies to improve operational
efficiency.
* Wholesalers
Wholesaler solutions to streamline workflows between broker and carriers.
* MGAs
Underwriting operations solutions for MGAs, MGUs and program
administrators.
* Carriers
Direct writer carrier services to support policy acquisition and premium
generation.
* Services
* Insurance Processing
Integrated team of processing experts and tech-enabled workflows to improve
operational efficiency
Property & Casualty Certificate Processing Data Management Document
Retrieval Endorsement Processing Policy Checking Submission Clearance
Employee Benefits Eligibility Management
Business Administration Commission Posting
* Small Accounts Management
Full-service small accounts management solution improving client retention
& satisfaction
* Contact Center
Scalable end-to-end omnichannel customer service model
* Policy Checking
Full-service and self-service solution to check policies with unsurpassed
quality, accuracy and efficiency
* Print and Virtual Mail
All-in-one printing, mailing and document processing solution
* Virtual Assistant
Flexible extension to your service teams, providing back-office and client
facing support
* Technology
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* In The News
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* Careers
Careers | Contact Us
READ MORE: Patra’s PolicyCheckingAI sets a new bar for checking policies with
unsurpassed quality, accuracy and efficiency!
EXPERIENCE GROWTH WITH NEXT GENERATION OUTSOURCING
Boost efficiency, scale your business, and empower your teams with tech-enabled
insurance outsourcing that drives results. Review services that support your
operations as a:
Retail Agency
MGA
Wholesaler
Carrier
Insurance Processing Small Accounts Management
Contact Center Print, Mail, and Virtual Mail
Virtual Staffing
Insurance Processing Small Account Management
Virtual Staffing Print and Virtual Mail
Is there an insurance process and/or workflow we can help you with?
Here are some common searches that may interest you:
Certificate Processing Data Management Eligibility Management Endorsement
Processing Policy Checking Small Account Management Virtual Assistant
--------------------------------------------------------------------------------
SUPERCHARGE YOUR BUSINESS
Integrate technology-enabled insurance outsourcing solutions specialized for
your insurance market.
RETAIL AGENCY
Specialized technology-enabled insurance processing and small accounts
management solutions designed to streamline workflows and reduce staff workloads
for P&C and employee benefits services.
Explore
WHOLESALER
Solutions designed to help wholesalers streamline workflows between their
carrier and broker relationships, supporting every phase of the policy life
cycle from submission and pre-binding to renewal and service.
Explore
CARRIER
Insurance processing solutions designed to execute complex, client-facing
workflows. Specialized services include policy acquisition, premium generation,
client retention, and enhanced customer experience.
Explore
MGA
Insurance processing and technology-enabled services for MGA’s, MGU’s, and
Program Administrators. Patra serves as an extension of your team, leveraging
experienced staff with proven technologies to support your teams and connect
with the carriers and agents that rely on you.
Explore
--------------------------------------------------------------------------------
THE PATRA ADVANTAGE
Click for sound
0:30
PATRA CORPORATION
Transcript
SELF-SERVICE POLICYCHECKINGAI BY PATRA
Transcript
TECH-ENABLED INSURANCE SERVICES, AN INTERVIEW WITH CEO JOHN SIMPSON
Transcript
THE PATRA PERSPECTIVE: ARTIFICIAL INTELLIGENCE IN THE INSURANCE INDUSTRY
Transcript
OPERATIONAL EXCELLENCE | ADVISORY CONSULTING
Transcript
WHY OUR EMPLOYEES LOVE WORKING FOR PATRA
Transcript
GET TO KNOW PATRA
PATRA CORPORATION
SELF-SERVICE POLICYCHECKINGAI BY PATRA
TECH-ENABLED INSURANCE SERVICES, AN INTERVIEW WITH CEO JOHN SIMPSON
THE PATRA PERSPECTIVE: ARTIFICIAL INTELLIGENCE IN THE INSURANCE INDUSTRY
OPERATIONAL EXCELLENCE | ADVISORY CONSULTING
WHY OUR EMPLOYEES LOVE WORKING FOR PATRA
Patra Corporation is a leader in technology enabled insurance outsourcing. Our
6,000+ global process executives combined with artificial intelligence and
automation drive profitability and customer satisfaction across your personal,
commercial and employee benefit insurance operations.
Patra provides a comprehensive suite of solutions to support your business
throughout the entire policy lifecycle: insurance processing, small accounts
management, virtual staffing assistance, customer contact center capabilities,
print and virtual mail production.
Investments in technology and automation, client-centric deliver methodologies,
comprehensive risk mitigation and indemnity protection, proven operational
transformation methodologies and globally-integrated culture focused on people
are just some of the key reasons insurance organizations choose to partner with
Patra.
Patra is dedicated to ensuring your organization can achieve profitable growth
and realize its full potential.
In today’s fast paced insurance market, accuracy and efficiency in policy
checking are more crucial than ever. Introducing policy checking AI powered by
Patra: The revolutionary self-service solution transforming the insurance
industry through a user-friendly, intuitive workflow that extracts, compares,
and notate accuracies and discrepancies between multiple data sources.
Featuring Patra’s patent pending artificial intelligence, machine learning, and
natural language processing technology, best in class workflows, and nine
hundred plus point policy specific checklists, your staff can now check policies
at record speed and accuracy in house.
PolicyCheckingAI self-service features robust capabilities such as document
processing, step by step AI powered workflow, automated coverage limit
extraction and comparison, automated form extraction and comparison, digital
summary review, and color coded discrepancy reports.
Organizations will eliminate backlogs, mitigate risks, and accelerate
operational efficiencies that thrive in the new age of insurance technology.
Visit Patracorp.com to explore how Patra’s PolicyCheckingAI self-service
solution can redefine policy checking for your organization.
Join the revolution today.
Patra started in 2005. We are a leading provider of technology enable services
for the insurance industry. Our customers who are leading companies in the
insurance industry are carriers, wholesalers, managing general agents, and
insurance brokers. And every day, they are performing a myriad of tasks for
their customers on a day basis.
So what Hunter does is we come in and we provide those tasks for them at a
greater efficiency rate and higher quality my executive team and I are very
proud to be creating something special in the insurance industry. We are still
at the very beginning after sixteen years of changing the industry, bringing in
streamlined technology and innovation to the whole industry. We are changing
everybody’s lives, and we’re very proud to be part of that. I like to think that
our customers associate with quality value based work.
Our customers know that we take honesty and integrity very seriously, and we are
always promoting for our people to always do the right thing. When you combine
that with our Patra shield protection plan, we guarantee our work with the most
comprehensive no coverage available in the marketplace.
We provide geo diverse business continuity, and we have the most comprehensive
compliance and banning testing in the marketplace.
We are more than just a vendor to our customers. We are a partner that helps
them always strive to improve their day in and day out. Our customers know that
when they choose Patra, they are getting a long term scalable solution so they
can have sustained growth. So we will continue to innovate and bring new
technology ideas and expand our PatraOne platform. We will continue to expand
our geographic footprint. And we will continue to expand our services where
companies want to take advantage of tech enabled services.
Insurance leaders that are actually focused on their clients are always in need
of being able to do their job more efficiently.
Going with a company like Patra, which is just insurance focused, we’re able to
give them those things and keep that streamline that’s necessary to stay focused
on their clients. Artificial intelligence cannot replace human beings in
onshore, nearshore, or outsourcing.
Artificial intelligence is a component of our success and is absolutely
necessary in today’s environment. When you have an environment where you need
more people, you have to lean on technology.
We have a human in the loop as far as artificial intelligence at Patra, where
you get the expertise in the industry as well as the technology that allows us
to do more with less.
As the insurance industry continues to accelerate towards digital and automated
service experiences, insurance organizations are having to rapidly rethink their
operational models to stay competitive.
The challenge for many is the lack of resources and capacity to analyze
operational gaps. And then having to take it to another step further and
identify an effective long term solutions.
We’ve applied our experience and expertise in helping insurance organizations
tackle this very dilemma.
As a strategic advisor, we help insurance organizations identify operational
gaps, optimize existing workflows, and integrate new technologies to boost
business process performance.
Whether we’re working with you at the discovery or implementation phase or an
active partnership, our advisory model is integrated throughout the merger
journey to consistently focus on helping insurance organizations with.
Growth strategy, evaluate operational infrastructure and implement actionable
strategies for improved ROI.
Scalability and capacity, identify the right technological solutions to increase
operational capacity and improve customer experience.
Processing workflow design, analyze existing workflows to identify process gaps,
and create an implementation ready design for optimal efficiency.
You know, everybody talks about being like a family, but it truly is. You feel
that. You feel like you’re part of it. You can tell it’s not just words. You see
it in every avenue of every position.
We are supported. We are encouraged. We our questions are answered.
The collaborative spirit, the teamwork spirit, how management and leadership
really take the time to listen and look at all perspectives before final
decisions are made, these are all breasts of fresh air.
I think I’ve loved Patra’s outlook on things or the way that they care for their
employees.
Because we all are virtual at Patra, there’s kind of a concerted effort to keep
everybody engaged.
My teammates, we’ve never met in person, but we just get along so so great.
Literally, everybody that I’ve talked to has just been so kind and welcoming and
kind of said, hey. If you need anything, reach out to me.
Here, I’m a single mom of three girls. I love that Patra encourages a work life
balance.
Everybody helps everybody. So I think the work life balance just goes hand in
hand with that, and they encourage it.
And with the diversity inclusion, that’s something that’s very important to me,
and this company is it just excels at it.
I feel like the pillars that it stands for for the integrity, the honesty, to
making sure you do the right thing, all these things are definitely actively
being done.
Honestly, just have to say that I would recommend Patra because you all have
been so good to to show not just, hey, we care about our employees, but you
actually are putting action to the words that you say.
Patra actually talks the talk and walks the walk.
I wouldn’t refer somebody who is a good friend if I wasn’t, you know, very happy
and impressed with Patra.
Like I said, it’s it’s this is probably the best move I’ve ever made for myself
professionally.
TECHNOLOGY-ENABLED INSURANCE OUTSOURCING SOLUTIONS
Transform your business ecosystem.
Patra’s tech-enabled services set the insurance industry standard for quality,
efficiency, and value. Using Patra’s proprietary mix of people, technology and
expertise, Patra reliably manages millions of insurance transactions each year
on behalf of its customers.
Based on your selection of the "" market and the "" service line, the following
data has been preselected to accomodate your needs. However, you may still
choose from any of the marketing segments and service lines shown.
Retail Agency wholesaler MGA Carrier Insurance Ecosystem
Insurance Processing Small Accounts Management Virtual Assistant Print and
Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee
benefits, and business administration processing. Providing 24/7 support,
process executives ensure client SLAs are met. Through our PatraOne platform,
automation and digitization are applied to reduce operational waste and errors,
resulting in 99% accuracy and 120% net-new retention. With market leading
indemnity protection, clients trust Patra with their business.
Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates
with your agency to efficiently manage and grow your P&C and EB books of small
business while you retain your AOR (Agency of Record) status.
* Dedicated U.S. Based, Licensed Account Manager
* A to Z Account Management for
* Small Group
* Small Commercial
* Personal Lines
* White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote
staff member(s) as an extension of your team to perform assistant-type services
and operate within your brand, hours, management systems, communications
platforms and workflows.
Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as
your in-house mailing department, managing inbound and outbound correspondence,
adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred
system, index, and follow and generate tasks customized to your document
management workflows.
Print
State of the art printing facility for quality printing scalable for day to day
or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and
follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center
Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee
benefits, and business administration processing. Providing 24/7 support,
process executives ensure client SLAs are met. Through our PatraOne platform,
automation and digitization are applied to reduce operational waste and errors,
resulting in 99% accuracy and 120% net-new retention. With market leading
indemnity protection, clients trust Patra with their business.
Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates
with your agency to efficiently manage and grow your P&C and EB books of small
business while you retain your AOR (Agency of Record) status.
* Dedicated U.S. Based, Licensed Account Manager
* A to Z Account Management for
* Small Group
* Small Commercial
* Personal Lines
* White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote
staff member(s) as an extension of your team to perform assistant-type services
and operate within your brand, hours, management systems, communications
platforms and workflows.
Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel
customer support. Built for scale, Patra provides a high-performing team to
deliver exceptional customer experience under your brand, through voice, chat,
text, email, and white mail.
Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as
your in-house mailing department, managing inbound and outbound correspondence,
adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred
system, index, and follow and generate tasks customized to your document
management workflows.
Print
State of the art printing facility for quality printing scalable for day to day
or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and
follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center
Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee
benefits, and business administration processing. Providing 24/7 support,
process executives ensure client SLAs are met. Through our PatraOne platform,
automation and digitization are applied to reduce operational waste and errors,
resulting in 99% accuracy and 120% net-new retention. With market leading
indemnity protection, clients trust Patra with their business.
Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates
with your agency to efficiently manage and grow your P&C and EB books of small
business while you retain your AOR (Agency of Record) status.
* Dedicated U.S. Based, Licensed Account Manager
* A to Z Account Management for
* Small Group
* Small Commercial
* Personal Lines
* White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote
staff member(s) as an extension of your team to perform assistant-type services
and operate within your brand, hours, management systems, communications
platforms and workflows.
Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel
customer support. Built for scale, Patra provides a high-performing team to
deliver exceptional customer experience under your brand, through voice, chat,
text, email, and white mail.
Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as
your in-house mailing department, managing inbound and outbound correspondence,
adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred
system, index, and follow and generate tasks customized to your document
management workflows.
Print
State of the art printing facility for quality printing scalable for day to day
or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and
follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center
Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee
benefits, and business administration processing. Providing 24/7 support,
process executives ensure client SLAs are met. Through our PatraOne platform,
automation and digitization are applied to reduce operational waste and errors,
resulting in 99% accuracy and 120% net-new retention. With market leading
indemnity protection, clients trust Patra with their business.
Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates
with your agency to efficiently manage and grow your P&C and EB books of small
business while you retain your AOR (Agency of Record) status.
* Dedicated U.S. Based, Licensed Account Manager
* A to Z Account Management for
* Small Group
* Small Commercial
* Personal Lines
* White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote
staff member(s) as an extension of your team to perform assistant-type services
and operate within your brand, hours, management systems, communications
platforms and workflows.
Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel
customer support. Built for scale, Patra provides a high-performing team to
deliver exceptional customer experience under your brand, through voice, chat,
text, email, and white mail.
Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as
your in-house mailing department, managing inbound and outbound correspondence,
adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred
system, index, and follow and generate tasks customized to your document
management workflows.
Print
State of the art printing facility for quality printing scalable for day to day
or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and
follow your customized document management workflows.
Learn More
Insurance Processing Small Accounts Management Virtual Assistant Contact Center
Print and Virtual Mail
Patra OnDemand delivers insurance solutions for property & casualty, employee
benefits, and business administration processing. Providing 24/7 support,
process executives ensure client SLAs are met. Through our PatraOne platform,
automation and digitization are applied to reduce operational waste and errors,
resulting in 99% accuracy and 120% net-new retention. With market leading
indemnity protection, clients trust Patra with their business.
Learn More
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates
with your agency to efficiently manage and grow your P&C and EB books of small
business while you retain your AOR (Agency of Record) status.
* Dedicated U.S. Based, Licensed Account Manager
* A to Z Account Management for
* Small Group
* Small Commercial
* Personal Lines
* White-labeled, Agency Branded Customer Experience
Learn More
Patra's Virtual Assistant solution (Patra Assist) provides dedicated remote
staff member(s) as an extension of your team to perform assistant-type services
and operate within your brand, hours, management systems, communications
platforms and workflows.
Learn More
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel
customer support. Built for scale, Patra provides a high-performing team to
deliver exceptional customer experience under your brand, through voice, chat,
text, email, and white mail.
Learn More
Patra's print, mail, and document processing solution (Patra Document) serves as
your in-house mailing department, managing inbound and outbound correspondence,
adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred
system, index, and follow and generate tasks customized to your document
management workflows.
Print
State of the art printing facility for quality printing scalable for day to day
or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and
follow your customized document management workflows.
Learn More
Policy Lifecycle Support
Administrative Support
Property & Casualty Employee Benefits Business Management Support
New Business / Marketing Services
Policy Servicing
Renewal Services
Claims Services
Compliance Services
Loss Runs Quoting Ex Mods Data Entry Renewal Letters Proposals
Policy Checking Endorsements Policy Administration Certificates Data Entry
Invoicing Certificate Tracking
Policy Checking Data Entry Certificates Summaries of Insurance
Claim Acknowledgement Claims Follow-up
Notice of Cancellations Reinstatements Document Retrieval Indexing Data Entry
Audit Processing Download Communication Log
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal
Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment
Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting
Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau
Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation
Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices
and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance
Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation
AR Tracking
Compliance Documents COBRA
Related Resources
Datasheet
Small Account Solutions for Property & Casualty
Commercial and Personal Lines Employee Benefits
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency
Billed Accounting
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing
Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications
Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience
Reports
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Snapshot of Print, Mail and Document Processing Services:
* Certificates
* Notices of Cancellation
* Notices of Renewal/Non-Renewal
* Policies
* Endorsements
* Direct Bill Letters
* Claims Acknowledgement Letters
* Auto ID Cards
* Audit Letters
* Claims
* Acknowledgement Letters
* Marketing Collateral
* Employee Benefits Documents
* Upcoming Renewals
* Benefits Guides
* Compliance Documents
Related Resources
P&C Datasheet
Insurance Printing and Mailing for Property and Casualty
EB Datasheet
Insurance Printing and Mailing for Employee Benefits
Property & Casualty Employee Benefits Business Management Support
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Rating/Quoting Binds Indexing Risk
Evaluations Document Retrieval Experience Modifications (Ex Mods) Inspection
Ordering Data Entry
Policy Issuance Endorsement Policy Admin Document Retrieval Binds Indexing Risk
Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Notices Audits
Submissions Submissions Triage Renewal Prep Rating / Quoting Loss Runs Document
Retrieval Indexing Risk Evaluations Data Entry Notices Audits
First Notice of Loss Loss Runs Indexing Data Entry
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal
Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment
Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting
Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau
Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation
Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices
and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance
Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation
AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data
Entry Stamping
Related Resources
Datasheet
Small Account Solutions for Property & Casualty
Commercial and Personal Lines Employee Benefits
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency
Billed Accounting
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing
Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications
Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience
Reports
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Snapshot of Print, Mail and Document Processing Services:
* Policy Declarations
* Notices of Cancellation
* Notices of Renewal/Non-Renewal
* Endorsements
* Billing Statements (including audits statements)
* Renewal Declarations
* Auto ID Cards
* Audit Letters
* Risk or Loss Control Letters and/or Reports
* Statement of Values
* Employee Benefits Documents
* Equipment Lists
* Invoices
* Commission Statements
* Claims acknowledgement letters
* Auto ID Cards
* Marketing Collateral
Related Resources
P&C Datasheet
Insurance Printing and Mailing for Property and Casualty
EB Datasheet
Insurance Printing and Mailing for Employee Benefits
Property & Casualty Employee Benefits Business Management Support
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Rating/Quoting Binds Indexing Risk
Evaluations Document Retrieval Experience Modifications (Ex Mods) Inspection
Ordering Data Entry
Policy Issuance Endorsement Policy Admin Document Retrieval Binds Indexing Risk
Evaluations Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Notices Audits
Submissions Submissions Triage Renewal Prep Rating / Quoting Loss Runs Document
Retrieval Indexing Risk Evaluations Data Entry Notices Audits
First Notice of Loss Loss Runs Indexing Data Entry
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal
Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment
Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting
Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau
Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation
Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices
and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance
Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation
AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data
Entry Stamping
Related Resources
Datasheet
Small Account Solutions for Property & Casualty
Commercial and Personal Lines Employee Benefits
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency
Billed Accounting
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing
Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications
Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience
Reports
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Snapshot of Print, Mail and Document Processing Services:
* Policy Declarations
* Notices of Cancellation
* Notices of Renewal/Non-Renewal
* Endorsements
* Billing Statements (including audits statements)
* Renewal Declarations
* Auto ID Cards
* Audit Letters
* Risk or Loss Control Letters and/or Reports
* Statement of Values
* Employee Benefits Documents
* Equipment Lists
* Invoices
* Commission Statements
* Claims acknowledgement letters
* Auto ID Cards
* Marketing Collateral
Related Resources
P&C Datasheet
Insurance Printing and Mailing for Property and Casualty
EB Datasheet
Insurance Printing and Mailing for Employee Benefits
Property & Casualty Employee Benefits Business Management Support
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Binds Indexing Risk Evaluations
Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Binds Indexing Experience Modifications (Ex Mods)
Inspection Ordering Data Entry
Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk
Evaluations Data Entry
First Notice of Loss Loss Runs Indexing Data Entry
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting Carrier Renewal
Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment
Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting
Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau
Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation
Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices
and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance
Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation
AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data
Entry - Claims Data
Related Resources
Datasheet
Small Account Solutions for Property & Casualty
Commercial and Personal Lines Employee Benefits
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency
Billed Accounting
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications Carrier Billing
Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications
Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience
Reports
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Snapshot of Print, Mail and Document Processing Services:
* Policy Declarations
* Notices of Cancellation
* Notices of Renewal/Non-Renewal
* Endorsements
* Billing Statements (including audits statements)
* Renewal Declarations
* Auto ID Cards
* Audit Letters
* Risk or Loss Control Letters and/or Reports
* Statement of Values
* Employee Benefits Documents
* Equipment Lists
* Invoices
* Commission Statements
* Claims acknowledgement letters
* Auto ID Cards
* Marketing Collateral
Related Resources
P&C Datasheet
Insurance Printing and Mailing for Property and Casualty
EB Datasheet
Insurance Printing and Mailing for Employee Benefits
Property & Casualty Employee Benefits Business Management Support
Sales Submission / Management
Policy Servicing
Renewal Services
Claims Services
Clearance Submissions Submission Triage Binds Indexing Risk Evaluations
Experience Modifications (Ex Mods) Inspection Ordering Data Entry
Policy Issuance Endorsement Binds Indexing Experience Modifications (Ex Mods)
Inspection Ordering Data Entry
Renewal Prep Rating / Quoting Loss Runs Document Retrieval Indexing Risk
Evaluations Data Entry
First Notice of Loss Loss Runs Indexing Data Entry
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
New Business / Marketing Services
Enrollment Services
Post-renewal Services
Client Management Services
Compliance Services
Census Population RFP Preparation Online Quoting Spreadsheeting ecosys Renewal
Extraction
Open Enrollment Eligibility Processing BenAdmin Builds/ Renewals Enrollment
Confirmations Carrier Integrations
Ongoing Eligibility Enrollment Audits AMS Updates Claims Experience Reporting
Commission Posting
Data Entry COBRA Compliance Commission Posting Small Group Management Bordereau
Transfers Document Retrieval Renewals, NOCs, Late Payment Notices
Annual Legal Notices WRAP Documents ACA Reporting COBRA
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Accounting
Compliance
Vendor Payables Expense Report Validation and Processing Bank Reconciliation
Other Account Reconciliation (e.g., Balance Sheet) Indexing Incoming Invoices
and Statements Reporting (Pulling AP Aging reports, etc.)
Direct Bill
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance
Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation
AR Tracking
Compliance & Licensing Surplus Lines Filing Document Retrieval Indexing Data
Entry
Related Resources
Datasheet
Small Account Solutions for Property & Casualty
Commercial and Personal Lines Employee Benefits
New Business
Policy Management
Accounting
Data Gathering Send to Market Proposal Preparation Bind Requests Agency Welcome
Renewal Support Endorsement Processing Certificate Processing Policy Checking
Direct Bill Billing and Payments Notice of Cancellations Commission Entry Agency
Billed Accounting
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Case Study
Bolton Uses Patra OnDemand & Select to Sustain Growth & Enhance Value
Eligibility Management
Compliance Communications
Data Entry
Enrollments, Terminations, and Changes Cobra Notifications ecosys Billing
Reconciliation
Summary & Form Downloads Disclosure Population Open Enrollment Communications
Wrap Documents
AMS Updates Ben Admin System Build Out Renewal / Marketing Proposals Experience
Reports
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Sales / Submission Management
Policy Servicing
Renewal Services
Claims Services
Accounting Services
Compliance
Inbound / Outbound Calls Chat / Email / SMS Quote / Bind/ Issue Rating
Inbound / Outbound Calls Chat / Email / SMS
Inbound / Outbound Calls Chat / Email / SMS Pre-Renewal Assistance Policy Lapse
First Notice of Loss
Invoice Explanations Payments
N/A
Related Resources
Datasheet
Customized, Flexible Solutions to Elevate the Customer Experience
Snapshot of Print, Mail and Document Processing Services:
* Policy Declarations
* Notices of Cancellation
* Notices of Renewal/Non-Renewal
* Endorsements
* Billing Statements (including audits statements)
* Renewal Declarations
* Auto ID Cards
* Audit Letters
* Risk or Loss Control Letters and/or Reports
* Statement of Values
* Employee Benefits Documents
* Equipment Lists
* Invoices
* Commission Statements
* Claims acknowledgement letters
* Auto ID Cards
* Marketing Collateral
Related Resources
P&C Datasheet
Insurance Printing and Mailing for Property and Casualty
EB Datasheet
Insurance Printing and Mailing for Employee Benefits
PROPEL YOUR TEAMS FORWARD
Apply actionable strategies from a partner who truly knows your business.
GROWTH STRATEGY
Our team of experts help you identify the right services and technology
solutions to support business growth and increase operational capacity.
SCALABILITY AND CAPACITY
Leverage data driven insights to improve performance capacity.
PROCESSING WORKFLOW DESIGN
Analyze your existing workflows, identify gaps, and create an
implementation-ready design for optimal efficiency.
Learn More
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KEEP YOUR DATA SECURE AND COMPLIANT
* Support SOC 2 and ISO 27001 compliance
* Granular role and user management
* Detailed audit trails and logs for each document
Learn more
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REMAIN AGILE IN A COMPETITIVE MARKET
Leverage the right technology to stay ahead in a rapidly transforming insurance
industry.
PROCESS AUTOMATION
PatraOne is a services-oriented digital platform that automates and optimizes
our insurance processing services. Combining Artificial Intelligence (AI) with
powerful cloud and data technology, PatraOne revolutionizes how we work for you.
Learn More
--------------------------------------------------------------------------------
COMPREHENSIVE RISK MITIGATION
Patra Shield provides a multi-pronged program to protect clients with a
Geographically Distributed Workforce, robust Business Continuity & Data Recovery
Plans, SOC2 Compliance, and market leading indemnity protection.
Learn More
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EXPERIENCE THE DIFFERENCE WITH PATRA
As your trusted partner, we optimize every aspect of your operations for maximum
results.
PROCESS IMPROVEMENT
Implement lean based practices and leverage quantifiable tools that evaluate all
the unique variables and nuances within each insurance processing workflow .
INDUSTRY EXPERTISE
Pro-active approach to staying ahead of emerging insights that directly impact
the behaviors of retail and Specialty markets.
QUALITY ASSURANCE
Industry standard control measures and thorough auditing procedures to maintain
high levels of accuracy throughout the workflow.
Learn more
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CHOOSE PATRA AS YOUR PREFERRED PARTNER
Our experts are here to help you identify and optimize opportunities to improve
and scale your business.
OPERATIONAL COST OPTIMIZATION
TRUSTED DATA SECURITY
MAXIMUM ROI
DESIGNED FOR SCALABILITY
WORKFLOW AUTOMATION
FRICTIONLESS ONBOARDING
DATA DRIVEN INSIGHTS
INCREASED CLIENT RETENTION
Explore more
WHAT OUR CLIENTS SAY ...
Previous
As Bolton & Company grows, we continue to rely on Patra as a business resource
and partner that we depend on. Thanks to the support we receive from Patra, we
have been able to eliminate redundant processes, increases our efficiencies and
sharpen our clients."
Steve Brockmeyer
President & CEO
Bolton & Company
Early on, Atlas identified the potential for both over-staffing and
under-staffing as key concerns, given the cyclical nature of their business."
Ryan Clarkson
COO
Atlas General Insurance Services, LLC
As a startup, we make changes quickly, and with those changes come shifts in
staffing needs. Our relationship with Patra has allowed us to flexibly augment
our team — in alignment with our ambitious company goals — all while ensuring
that we meet the needs of our customers and employees."
Heidi Craun
Head of Customer Experience
Clearcover
Revenue load is one of our leading metrics. We’ve seen that number rise as we
free employees to spend time on more profitable tasks, including spending time
with clients, cross-selling and up-selling products that fit the client’s
needs."
Stew Gibson
Sr. VP & CIO
USI Holdings Corporation
What I appreciate about Patra is that they are our partner and want to
understand where and how they can help us grow our organization. We sit down and
strategize together on what we’re seeing and from those conversations new ideas
and solutions are born."
Mike Morey
COO
Bolton & Company
As Bolton & Company grows, we continue to rely on Patra as a business resource
and partner that we depend on. Thanks to the support we receive from Patra, we
have been able to eliminate redundant processes, increases our efficiencies and
sharpen our clients."
Steve Brockmeyer
President & CEO
Bolton & Company
Early on, Atlas identified the potential for both over-staffing and
under-staffing as key concerns, given the cyclical nature of their business."
Ryan Clarkson
COO
Atlas General Insurance Services, LLC
As a startup, we make changes quickly, and with those changes come shifts in
staffing needs. Our relationship with Patra has allowed us to flexibly augment
our team — in alignment with our ambitious company goals — all while ensuring
that we meet the needs of our customers and employees."
Heidi Craun
Head of Customer Experience
Clearcover
Revenue load is one of our leading metrics. We’ve seen that number rise as we
free employees to spend time on more profitable tasks, including spending time
with clients, cross-selling and up-selling products that fit the client’s
needs."
Stew Gibson
Sr. VP & CIO
USI Holdings Corporation
What I appreciate about Patra is that they are our partner and want to
understand where and how they can help us grow our organization. We sit down and
strategize together on what we’re seeing and from those conversations new ideas
and solutions are born."
Mike Morey
COO
Bolton & Company
As Bolton & Company grows, we continue to rely on Patra as a business resource
and partner that we depend on. Thanks to the support we receive from Patra, we
have been able to eliminate redundant processes, increases our efficiencies and
sharpen our clients."
Steve Brockmeyer
President & CEO
Bolton & Company
Early on, Atlas identified the potential for both over-staffing and
under-staffing as key concerns, given the cyclical nature of their business."
Ryan Clarkson
COO
Atlas General Insurance Services, LLC
Next
CONTACT PATRA TODAY!
Let's talk about what Patra’s technology driven services can do for your
business productivity and customer experience.
Let's Get Started
Patra Corporation
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Building A, Suite 100
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info@patracorp.com
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