---
title: Intersure // Patra Assist VA
description: Patra service overview for Intersure focused on Patra Assist - Virtual Assistant
---

[Skip to content](https://info.patracorp.com/intersure-/-patra-assist-va#main-content)

[![Group 2](https://info.patracorp.com/hubfs/Group%202.png)](https://www.patracorp.com/technology/?utm_term=patra%20corp&utm_campaign=Patra+Insurance+BPO+Leads+Campaign-Dec+2020&utm_source=adwords&utm_medium=ppc&hsa_acc=7138869541&hsa_cam=17242209045&hsa_grp=145191120468&hsa_ad=597821168304&hsa_src=g&hsa_tgt=kwd-1693672831847&hsa_kw=patra%20corp&hsa_mt=p&hsa_net=adwords&hsa_ver=3&gclid=EAIaIQobChMI8ZO9vZTW-AIVpj6tBh0ZkwvlEAAYASAAEgIt5fD_BwE)

![Intersure & Patra Logo](https://info.patracorp.com/hubfs/2024%20Intersure%20Expansion%20Campaign%20Assets/Intersure%20%26%20Patra%20Logo.png)

**Virtual Assistant Solutions**

Maximize your team's efficiency and focus on building your business.

Patra's virtual assistants propel your business forward by providing devoted team members who blend seamlessly into your organization, enhancing growth.

![Patra Assist Virtual Assistance (VA) microsite header](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/Patra%20Assist%20Virtual%20Assistance%20(VA)%20microsite%20header.png)

## Why Use a Virtual Assistant?

## So you can focus on growing your business.

**We hear it all the time.** You need back-office help but finding the right talent within a 50-mile radius feels impossible. Staffing shortages, employee turnover and higher salary expectations continue to build administrative to-do lists and backlogs.

**So, what is the solution?**

Patra's Certified Virtual Assistants are trained to execute a wide range of comprehensive tasks, so your team can focus on building the business and deepening client relationships. 

**With Patra’s Virtual Assistants,** you can focus on growing your business without the burden of administrative or HR costs associated with hiring full-time staff. Our dedicated team members seamlessly integrate into your environment, operating as an extension of your team and aligning with your customer values, hours, management systems, communication platforms, and workflows.

## Patra VA Solutions - Video

Learn more about Patra's Virtual Assistant Solutions with Patra's Senior Manager, Lacey Cenac.

[Watch Now](https://patracorp.wistia.com/medias/ycl24mdj0i)

## Patra VA Solutions Brochure for Intersure

Explore the possibilities with a Patra Virtual Assistant.

[Download](https://info.patracorp.com/hubfs/2024%20Intersure%20Expansion%20Campaign%20Assets/Patra%20Assist%20for%20Intersure.pdf?hsLang=en)

## Patra VA Solutions Case Study

Discover how Patra Virtual Assistants resolve agency challenges — eliminates backlogs, standardizes processes, and improves overall margins.

[Download](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistant/Patra%20Assist%20-%20Virtual%20Assistant%20Case%20Study%20-%20US.pdf?hsLang=en)

## How Patra VAs Can Support Your Business

![New Business Icon](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/7.png)

#### NEW BUSINESS

- Preparing Submissions & ACORDs
- Generating Proposals
- Quoting in Carrier Portal or Rater

![Sales & Marketing Icon](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/8.png)

#### SALES & MARKETING

- Prospecting Emails & Cold Calling
- Appointment Setting for Producers
- Qualify & Handoff Inbound Leads
- Social Media Content Management

![Compliance & Claims Icon](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/9.png)

#### COMPLIANCE & CLAIMS

- Claims Tracking & Follow Up
- Loss Summary & Form Downloads
- Open Enrollment Communications

![Policy Serving Icon](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/10.png)

#### POLICY SERVICING

- AMS Updates & Data Entry
- Renewal Marketing Support
- Policy Service Requests
- Eligibility Enrollments, Terms, Changes

![Finance & Accounting Icon](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/11.png)

#### FINANCE & ACCOUNTING

- Invoicing & Collecting Payments
- Commission Entry & Tracking
- Direct Bill Posting
- Spreadsheeting

![Administrative Support Icon](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/12.png)

#### ADMINISTRATIVE SUPPORT

- AMS Updates & Data Entry
- Renewal Marketing Support
- Policy Update/Change Requests

## What Sets Patra's VAs Apart?

## Patra sets the industry standard for virtual assistance as our VAs complete extensive insurance industry training and testing to gain their Patra Virtual Assistant Certification™ from Patra University. 

## The comprehensive curriculum includes:

![Patra Assist Virtual Assistant Comprehensive Curriculum Inclusions](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistant/Patra%20Assist%20Virtual%20Assistant%20Comprehensive%20Curriculum%20Inclusions.png)

## A Proven Process to Deliver the Best VAs

![Patra Assist Virtual Assistant Process (Graph)](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/processs.png)

## Patra Assist Client Success Stories

"Two Patra VAs are processing the work of 3 internal FTEs."

"We are saving 50% of the cost of an internal FTE with our Patra VA."

"We are seeing an average of 22-33% reduction in hourly costs to process administrative tasks."

"Patra's VA ramp time was 2 weeks compared to 3-4 months for us to recruit, hire and train an FTE internally."

## Patra Assurances for Data Protection & Security

![icons-patra_purple_security](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistant/icons-patra_purple_security.png)

Patra maintains SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification to ensure the safety and privacy of our customers’ data

![icons-patra_purple_SOC-SW-Development](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/icons-patra_purple_SOC-SW-Development.png)

Patra’s comprehensive and audited Business Continuity & Recover Plans reduce your exposure to unknown threats and vulnerabilities

![icons-patra_purple_global-network](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/icons-patra_purple_global-network.png)

Patra’s multiple processing centers based in geopolitically stable countries, allow for load balancing and operational continuity under adverse conditions

![icons-patra_purple_SOC-Encryption](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/icons-patra_purple_SOC-Encryption.png)

Patra VAs connect to client environments through VPN featuring AES256 encryption

![icons-patra_purple_SOC-Application-Security](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/icons-patra_purple_SOC-Application-Security.png)

Functionality limited to Patra environment only

![icons-patra_purple_SOC-No-Admin-Rights](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/icons-patra_purple_SOC-No-Admin-Rights.png)

No administrator rights; USB storage and print disabled

![icons-patra_purple_SOC-Active-Directory-Security](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/icons-patra_purple_SOC-Active-Directory-Security.png)

Single Sign-On, Data Loss Prevention, and SIEM systems utilized

![icons-patra_purple_SOC-Data-Security](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/icons-patra_purple_SOC-Data-Security.png)

Hard drive storage security featuring AES256 encryption

## Our Virtual Assistants

## Why they choose to stay with Patra for their career **(97%+ retention rate)**.

![QUALIFICATIONS & SKILLS image](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/QUALIFICATIONS%20%26%20SKILLS.png)

#### QUALIFICATIONS & SKILLS

Patra Virtual Assistants have 4-year **college degrees and are trained and certified** in accordance with the Patra University curriculum.

![FOUNDATION image](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/FOUNDATION.png)

#### FOUNDATION

The success of what we do starts with our people. It is our **diverse, creative, and passionate teams** that help Patra bring the most innovative insurance solutions forward.

![CULTURE image](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/CULTURE.png)

#### CULTURE

Cultural competence is rooted in our everyday communication with one another – fostering a space where we **respect** and **learn** from each other, and **value** individual contributions.

![GROWTH & OPPORTUNITY image](https://info.patracorp.com/hubfs/2024%20Patra%20Assist%20-%20Virtual%20Assistance/GROWTH%20%26%20OPPORTUNITY.png)

#### GROWTH & OPPORTUNITY

Patra invests in the personal and professional growth of our employees. Through **ongoing training, mentorship, certificate and licensing programs**, we create pathways for career advancement and opportunities for our employees to reach their fullest potential.

 

## **Let's Find Your Your Virtual Assistant!**

Patra Corporation is committed to helping Intersure identify the best virtual assistant solutions.

[![Click Here to Schedule a Time to Talk!](https://no-cache.hubspot.com/cta/default/5187643/interactive-175509935269.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLDD%2FCvpZyhXRgP3DW4JPaG83zhxjK%2FqfD015VLLTc7E4kWX2S9x8RU%2B0SgDB2q3qbGS3e2JmhiHrELOCmDYCPShTM1W64DCy2TN6m62eCMeEwOG80aH%2BBHadqmUD8%2B1GYkycL6579fzJFp451kV0V%2FvLHrcTgOuNlvjeWBxHwz7M3NUVb5x6qslJAybi1cPmloMf%2FNPwWDtQ%3D%3D&webInteractiveContentId=175509935269&portalId=5187643&hsLang=en)

[![Learn About Intersure & Patra Partnership](https://no-cache.hubspot.com/cta/default/5187643/interactive-172673257331.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIvlZAZ6BZNYT9VJc2NJXoOyDZgAtpt%2FUwgidTDO2suCYJ%2FJA%2FErMWi0Q2JjUArY9T7jkH29OSxDF8VKxaZkea59R1G%2F%2BXeD7PCdcvccVgQxIdGbq0vfOV8%2Big3EGGVVghe5%2BfaWLARSWCFBwMvyOsan18QgXEkD0745I6DEM6adt8R1ZH6TR19K6fImBn1LE1EOM%2ByInPsq4r8%2BAg%3D&webInteractiveContentId=172673257331&portalId=5187643&hsLang=en)

[![Learn About Patra's EB Solutions & Services](https://no-cache.hubspot.com/cta/default/5187643/interactive-172673257330.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLjHX2DAV8G%2BIfh%2BXQaeS0nu%2F4uydLcavLqHD5hxFk9Y7EsLo%2FBSdAvAUIYwLEjZH%2F4fdStlb6%2BZ0PXND3aMUCpKVcL0iN5C%2FLPJI7hxdex66dxomETWHiTIWZuSBZaE4Cv6D4pegUeEchbZqTASY%2BFkOyd6fi4YIRwDO2dhVsAwvJf1IIJrsr5neaPMWjEQrFYk%2FXwBXZBDgBL&webInteractiveContentId=172673257330&portalId=5187643&hsLang=en)

[![Learn About Patra's P&C Solutions and Services](https://no-cache.hubspot.com/cta/default/5187643/interactive-172673257334.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLL9Mzk5YMAVxef93b4DoFzJMfDDPPVQfpDdotnYrl8eNQy2x0wab6UJSHz5ugQy%2BScX%2B7aqqdjTRrheVxXj9GwdYAlPlV1TrtaIDtrj3wX%2FyJ%2FQaBQeRZJ3CGZLuOEk5MPdHYHXRCvitzt%2BVQBGsWK0ACggoRD0kZ9ZM5pfPdjxopjRbOcmAApeksg%3D&webInteractiveContentId=172673257334&portalId=5187643&hsLang=en)