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Page 1: Insurance Processing for Employee Benefits...› Summary & form downloads › Disclosure population › Open enrollment communications › Wrap documents With Patra OnDemand, you will

(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 BenefitsThe 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 CisnerosDirector of Operations HUB International

Page 2: Insurance Processing for Employee Benefits...› Summary & form downloads › Disclosure population › Open enrollment communications › Wrap documents With Patra OnDemand, you will

(418) 884-8008 / patracorp.com

Around the clock services to meet your processing needs.

2,605INC 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.

1MEligibility Transactions

Processed

480+Partner

Relationships

4.2MHours 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.