Webinar: Patra's Outsourcing Services Ease Open Enrollment Hurdles
In this recorded webinar we explore the following ways that Patra can support your employee benefits business:
- Ease your operational and staffing strain during open enrollment.
- Reduce turnover and hiring challenges.
- Enhance strategic planning and client relationships.
- Improve turnaround time while minimizing E&O exposure.
We know the fourth quarter can be taxing.
Make this year the exception.
For many Employee Benefits agencies, the thought of open enrollment approaching is overwhelming. With plans renewing year-end, it’s challenging to manage the peak volume to support your clients. Not to mention that your staff is spread thin, putting you at an increased risk of administrative processing errors and exposure to risk.
Make this year different, and outsource your open enrollment processes to Patra to ease your operational and staffing strain. All of Patra's end-to-end solutions are scalable to fit your needs before, during and after open enrollment.
How Patra Can Help You
MARKETING
Census Manipulation
compile and format all information needed for quoting
Quoting & Proposals
generate renewal reports, carrier renewal extraction, process quoting and proposal preparation
DATA MANAGEMENT
Data Entry
check for accuracy and update plan decisions for the new enrollment cycle within your agency management system
ENROLLMENT
Eligibility
manage and process peak volume of adds, terms and changes within carrier portals, ensuring carrier notification and employee coverage
ACCOUNTING
Billing Reconciliation
reconcile invoices against company records
Commission Posting
post received commissions to agency accounting systems
Patra has over 3,600 employees dedicated to helping our customers with over 160+ distinct workflows. We would love to help you achieve success this fall.
Complete the form to kick start your open enrollment season!
“Our inside service team spent a lot of time on back-office items (i.e., eligibility changes/open enrollment changes, special projects, billing audits) and less time on client facing activities. Patra became a part of the solution by partnering with our inside service team. We shifted key back office items to Patra which enabled our team to focus on customer relationships by reducing the number of day-to-day back office tasks. We are thrilled to be working with such a great team behind us!” – HUB International South Region