"[Patra has] great employees, setup and workflow, and pricing. We've had a great experience using Patra for a data migration project and now direct bill accounting."
Helen Edgington, President
HUB International
The Challenge
With the insurance industry’s complex network of systems and unique workflows to manage data -- retail brokers, wholesalers, MGAs and carriers are overloaded with allocating front-line service teams and resources to migrate, clean and manage data entry.
The solution
Patra offers a suite of data management solutions to seamlessly update, manage, and ensure the quality and integrity of your data. Our scalable and flexible workflows support all data entry functions across P&C and Employee Benefits processes.
Why agencies Choose Patra
- Improved operational efficiency
- Reduced E&O risk
- Seamless and secure integration with various carrier portals and agency, document and policy management systems [Learn More]
Data management services
Our integrations, to name a few
