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Insurance Processing for Employee Benefits ... › Summary & form downloads › Disclosure population › Open enrollment communications › Wrap documents With Patra OnDemand, you

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  • (418) 884-8008 / patracorp.com

    Patra delivers reduced risk, lower costs and streamlined integration without limitations of scalability and capacity by providing agencies specialized, process-specific options and standardized workflows. Free your account management staff to spend more time growing the business and building customer relationships and less time on administrative tasks.

    Insurance Processing for Employee Benefits The potential to do more.

    ☑ Dedicated team

    ☑ Increase top-line revenue

    ☑  Standardize workflows 

    ☑ Reduce agency staff workload

    ☑  Improve process efficiency

    ☑ Improve client relations

    ☑ 24-hour coverage

    ☑ Reduce risk

    Markets Served

    RETAIL BROKER GA

    WHOLESALE BROKER CARRIER

    The Patra Team has helped to drive efficiencies in our office. These efficiencies have included a reduction of time needed of the team to process enrollments in carrier portals among other things. The extra time has allowed us more time to ensure we’re able to meet our company goals in addition to the needs of our clients... and, the quality of their work is exceptional. It’s very rare to see an error by the Patra Team.

    Michelle Cisneros Director of Operations HUB International

    https://www.patracorp.com/solutions/insurance-processing/employee-benefits/

  • (418) 884-8008 / patracorp.com

    Around the clock services to meet your processing needs.

    2,605 INC 5000 Ranking

    250+ Licensed Agents

    Eligibility Management › Enrollments, terminations and changes › COBRA notifications › Carrier billing reconciliation

    Accounting & Billing › Direct bill invoicing & reconciliation › Commission posting

    Data Entry › AMS updates › Ben admin system build out › Renewal/marketing proposals › Acquisition integration › Experience reports

    Compliance Communications and Fulfillment › Summary & form downloads › Disclosure population › Open enrollment communications › Wrap documents

    With Patra OnDemand, you will only pay for the hours spent processing your work – no surprises, hourly minimums or upfront fees. Below are a few of the services that Patra offers to benefits brokers.

    1M Eligibility Transactions

    Processed

    480+ Partner

    Relationships

    4.2M Hours of

    Agency Time Saved

    68% of Top 25 Agencies

    are Customers

    Patra OnDemand at a Glance

    Renewal & Marketing › Renewal report generation › Carrier renewal extraction › Quoting & proposals › Pre-renewal communications

    To learn more, complete the Contact Us form on our website.

    https://www.patracorp.com/solutions/insurance-processing/employee-benefits/ https://www.patracorp.com/contact-us-5/

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