www.patracorp.com
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162.159.134.42
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Submitted URL: https://ccz1t04.na1.hs-sales-engage.com/Ctc/2K+23284/cCZ1t04/JkM2-6qcW6N1vHY6lZ3nrW7gxxTr3z2DbsW1RnLPG2K7ryKW8g2ywr6MQYWbW3lHcg17c8qlrW5...
Effective URL: https://www.patracorp.com/who-we-serve/
Submission: On August 06 via api from US — Scanned from DE
Effective URL: https://www.patracorp.com/who-we-serve/
Submission: On August 06 via api from US — Scanned from DE
Form analysis 3 forms found in the DOM
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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"
for="firstname-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>First Name</span><span class="hs-form-required">*</span></label>
<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"
for="company-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>Company Name</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<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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<div class="hs_email hs-email hs-fieldtype-text field hs-form-field"><label id="label-email-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your Email" for="email-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>Email</span><span
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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<fieldset class="form-columns-2">
<div class="hs_phone hs-phone hs-fieldtype-phonenumber field hs-form-field"><label id="label-phone-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your Phone"
for="phone-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>Phone</span><span class="hs-form-required">*</span></label>
<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">
<option disabled="" value="">State / Region*</option>
<option value="Alabama">Alabama</option>
<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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<fieldset class="form-columns-1">
<div class="hs_jobtitle hs-jobtitle hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-jobtitle-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your Title"
for="jobtitle-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>Title</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="jobtitle" class="hs-input" type="hidden" value=""></div>
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<fieldset class="form-columns-1">
<div class="hs_country hs-country hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-country-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your Country/Region"
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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<fieldset class="form-columns-1">
<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="Third Party Administrators (TPA)"><span>Third Party Administrators (TPA)</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="Wholesale"><span>Wholesale</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="Premium Finance"><span>Premium Finance</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="MGA"><span>MGA</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="Carrier"><span>Carrier</span></label></li>
<li class="hs-form-radio" role="radio"><label for="market7-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-form-radio-display"><input id="market7-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input" type="radio" name="market"
value="Other"><span>Other</span></label></li>
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<fieldset class="form-columns-1">
<div class="hs_annualrevenue hs-annualrevenue hs-fieldtype-select field hs-form-field"><label id="label-annualrevenue-918fe93a-05e3-4b12-94b8-1ff598827a34" class="" placeholder="Enter your My annual revenue range (not premiums)"
for="annualrevenue-918fe93a-05e3-4b12-94b8-1ff598827a34"><span>My annual revenue range (not premiums)</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: block;">We ask to ensure the right business development representative follows up with you.</legend>
<div class="input"><select id="annualrevenue-918fe93a-05e3-4b12-94b8-1ff598827a34" required="" class="hs-input is-placeholder" name="annualrevenue">
<option disabled="" value="">Please Select</option>
<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>
</select></div>
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<fieldset class="form-columns-1">
<div class="hs_message hs-message hs-fieldtype-textarea field hs-form-field"><label id="label-message-918fe93a-05e3-4b12-94b8-1ff598827a34" class=""
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>
<div class="input"><textarea id="message-918fe93a-05e3-4b12-94b8-1ff598827a34" class="hs-input hs-fieldtype-textarea" name="message"
placeholder="How can we help you tackle your policy lifecycle and administrative support challenges?"></textarea></div>
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<fieldset class="form-columns-1">
<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">
<div class="hs-field-desc" style="display: none;"></div>
<div class="actions"><input type="submit" class="hs-button primary large" value="Submit"></div>
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<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/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
* Workflow Optimization
* Data Protection & Security
* Artificial Intelligence
* Blockchain
* Why Patra
* Customer Success Plans
* Operational Excellence
* Business Advisory Services
* Customer Stories
* Resources
* News & Events
In The News Press Releases Blogs Events
* Resource Library
Case Studies Datasheets Webinars Videos
* In The News
* Press Releases
* Blogs
* Events
* Case Studies
* Datasheets
* Webinars
* Videos
* Company
* Leadership
* Life at Patra
United States Canada India Philippines
* Diversity, Equity, & Inclusion
* Social Impact
* Careers
Careers | Contact Us
STAND OUT FROM THE COMPETITION
Leverage technology-enabled insurance outsourcing solutions that support your
entire operational ecosystem.
Home / Who We Serve
PROVEN SOLUTIONS FOR EVERY INSURANCE MARKET
Empowering retail agencies, MGAs, wholesalers, and carriers to unlock their
fullest potential.
Patra’s team of insurance experts allows retail agencies, MGAs, wholesalers and
carriers to capture the Patra Advantage – profitable growth and organizational
value – as they sell, deliver and manage policies and customers.
We focus on insurance processes and insurtech solutions that drive profitability
and new customer acquisition across the industry. Patra brings the best of both
worlds; proprietary technology coupled with highly-trained process executives.
This unique combination gives retail agencies, MGAs, wholesalers and carriers
the confidence and flexibility to turn over as many tasks and processes to
propel their insurance organization to the next level.
RETAIL AGENCY
With Patra’s tech-enabled insurance solutions and processing executives, retail
insurance agencies can reduce staff workloads, service accounts more
efficiently, and optimize small account management. Applicable across P&C and
employee benefits, Patra helps agencies focus on what matters most to their
business goals.
Learn More
WHOLESALERS
Strong relationships are crucial to the success of wholesale insurance brokers.
That’s why Patra’ technology-enabled services, backed by our team of insurance
experts, make such a difference in this challenging marketplace. With enhanced
service levels, quicker submission response times, and manageable workloads,
wholesalers can expand their reach.
Learn More
MGAS
Carriers and agents expect MGAs to deliver — and Patra is here to help you
exceed expectations. Our proven technologies and global experts elevate your
team to deliver quality, timely services that set you apart from the
competition. From pre-binding to renewal, Patra’s technology allows effortless
transacting at every phase.
Learn More
CARRIER
Insurance carriers need flexibility to thrive in today’s demanding market. By
leveraging technology and scalable processing teams, Patra executes a range of
comprehensive services for a growing number of direct-writing organizations.
Transactions turn seamless, improving both customer satisfaction and your
business performance.
Learn More
--------------------------------------------------------------------------------
OUR VALUE TO YOU
Patra’s dedication to quality, flexibility and staff are our biggest
differentiators. With deep industry expertise, we begin by understanding our
client’s business challenges enabling us to architect a solution that can
comprise a combination of back-office support, licensed account management,
virtual assistant.
Click for sound
1:27
Transcript
One of the biggest differentiators between Patra and its competitors is industry
knowledge.
Through our business model, we take a very proactive approach to staying ahead
of emerging insights that directly impact the behaviors of retail and specialty
markets. And we do this through several ways, exhibiting, sponsoring, and
attending industry events.
This allows us to connect with other insurance market leaders and organizations
to better understand where the industry gaps are.
Customer data analysis, we analyze and aggregate customer data to identify
behavioral trends and key performance indicators across markets.
Insurance training and licensing This is critical to staying ahead of new
insurance industry compliance and regulations and how they will directly impact
the markets we serve and the solutions we bring to the market.
And then we apply all this knowledge into our internal innovation lab where we
have dedicated teams of insurance and technology experts and resources to
research, test, and deploy superior tech enabled service offerings for our
clients.
So when we say we are industry experts, we share that with the highest level of
integrity. It’s an extremely important part of who we are and how we can truly
service our clients.
--------------------------------------------------------------------------------
EXPLORE PATRA'S SUITE OF SOLUTIONS.
From tech-enabled back-office processing teams, to dedicated experts performing
staffing assistant services, to Patra account managers servicing a book of small
business on your behalf, to complete management of your virtual print and mail
room, Patra has the solutions that help you drive growth, profit, and value.
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
SEE WHAT SOME OF OUR CLIENTS HAVE TO SAY ...
Our clients have always trusted out expertise and advice. Here’s what they have
to say about us.
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
PATRA: 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
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efficiency.
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OPERATIONAL EXCELLENCE
High performance teams focused on efficiency, quality, accuracy, and
consistency.
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CLIENT SUCCESS STORY, USI
Since 2007, USI and Patra have partnered to develop strategies that drive
efficiency, lower costs and reduce errors...
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Patra is available to all markets and uses our collective experience to
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Contact Us Today
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