Solutions for all phases of the P&C and Employee Benefits insurance lifecycle. Patra's Tech-enabled services deliver a full, start-to-finish solution throughout the renewal cycle - ensuring your organization can operate at maximize efficiency and profitability throughout the year.
Explore Patra's Processing Power
NOC / Reinstatements
COI
Accounting Services
Administrative Support
Conditional Renewals
Compliance Services
Patra’s print, mail, and document processing services provide an integrated, cost-effective way to expedite certificates, letters, and other mailed communications. Patra serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.
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Invoices
Claims Services
Claims Mailings
Renewal Services
Conditional Renewals
Policy Servicing
NOC / Reinstatements
COI
New Business / Marketing
Policy Lifecycle Support
Invoicing
Commissions
Billing & Payment Processing
Notice of Cancellations
Accounting Services
Administrative Support
Outbound Data Follow-up
Disclosure Population
Wrap Documents
Compliance Services
Patra's staffing assistance solutions provide a dedicated person(s) as an extension of your team to perform assistant-type services and operate within your agency hours, management systems, communications platforms and workflows. These team members are trained by you and managed by Patra (unlicensed).
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Claims Analysis
Claims Services
Application updates/submission
Data Requests
Rating
Quoting
Risk Analysis
Renewal Services
Endorsement Processing
Policy Modification
Certificate Processing
Policy Checking
Rating
Policy Servicing
Quoting & Proposals
Pre-renewal Communications
Open Enrollment Communications
New Business / Marketing
Policy Lifecycle Support
Accounting Services
Accounting Services
Administrative Support
Compliance Services
Compliance Services
The Patra Select team seamlessly integrates with your organization to efficiently manage and grow books of small business while you retain your AOR (Agency of Record) status.
Claims Services
Renewal Services
Renewal Services
Policy Servicing
Policy Servicing
Submission Intake
New Business / Marketing
Policy Lifecycle Support
Direct Bill Reconciliation
Direct Bill Posting
Commission Posting
Accounting Services
Administrative Support
Compliance Docs
COBRA
Compliance Services
Tech-enabled insurance outsourcing solutions for your EB policy administrative functions. Patra’s eligibility management, software management, auditing, billing reconciliation and data entry services ensure your business maximizes its efficiency and profitability throughout the year.
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Claims Experience
Spreadsheeting – Claims Data
Data Entry – Claims Data
Claims Services
Census Population
RFP Preparation
Online Quoting
Carrier Renewal Extraction
Spreadsheeting – Ren/Alt
Renewal Services
Eligibility
Ben Admin Updates
Enrollment Confirmations
Data Entry
Policy Servicing
AMS Updates
New Business / Marketing
Policy Lifecycle Support
Direct Bill Reconciliation
Cash Reconciliation
Invoicing
Direct Bill Posting
Payment Processing
Data Entry
Accounting Services
Administrative Support
Notice of Cancellations
Reinstatements
Document Retrieval
Indexing
Data Entry
Audit Processing
Download
Communication Log
Compliance Services
Tech-enabled insurance outsourcing solutions for your P&C policy administrative functions. From document retrieval to certificate processing, each process combines for a unified workflow that improves operational efficiency, elevates the customer experience, and increases your bottom line.
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Claim Acknowledgement
Claims Follow-up
Claims Services
Policy Checking
Data Entry
Certificates
Summaries of Insurance
Renewal Services
Policy Checking
Endorsements
Policy Administration
Certificates
Data Entry
Invoicing
Certificate Tracking
Policy Servicing
Loss Runs
Quoting
Ex Mods
Data Entry
Renewal Letters
Proposals
New Business / Marketing
Policy Lifecycle Support
Small Accounts Management
EB Insurance Processing
P&C Insurance Processing
Staffing Assistance
Print and Virtual Mail