(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
(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.