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Employee Benefits Management

Simplified

Innovative Benefits Technology Services designed to optimize operations within benefits administration platforms. 

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Patra's Benefits Technology Services

The complexity of employee benefits administration continues to grow, putting increasing pressure on agencies and brokers to deliver more value while maintaining efficiency. 

​Patra’s expansive Employee Benefits solutions deliver a complete suite of services for all Employee Benefits needs, ensuring streamlined, efficient processes and superior client outcomes. Patra’s comprehensive services encompass eligibility management, renewal support, data entry, and accounting—all seamlessly integrated to provide end-to-end support.


Solution Overview

Designed to optimize operations within Benefits Administration platforms, Patra offers a comprehensive range of services, including: ​

  • New Group Builds
  • Annual Renewal Changes
  • Open Enrollment Setup
  • Data Migrations
  • Data Exchange Requests
  • EDI Connectivity
  • Notifications Support
​Patra leverages its own best practices for system migrations, ensuring a streamlined process. Additionally, Patra's team of over 500+ industry experienced members, bring extensive system expertise to manage these processes efficiently.

 
Let's Discuss Your Benefit Technology Goals

Interested in discovering more about Patra's Benefit Technology Services or comprehensive Employee Benefits Management solutions? Reach out to us today to talk about your goals and objectives to stay ahead in the employee benefits lifecycle.

 Learn More Today!

Patra Benefit Management and Technology Solutions

Learn about the cutting-edge solutions designed to optimize operations within the benefits administration platforms.

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Patra Employee Benefits Solutions

Learn about the comprehensive service solutions to support the entire Employee Benefits lifecycle.

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Patra Benefits Technology Press Release

Patra Launches Benefits Technology for Employee Benefits Management—streamlined solutions for your greater efficiency.

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Case Builds in High Demand

One service in high demand within Patra’s Benefit Technology Services is case builds. Through this service, the Patra Employee Benefits team manages the initial system setup and configuration of an employer's benefit plans into their chosen benefits administration platform, such as EASE, Employee Navigator, and BSwift.  

Patra’s industry expertise and standardized operating procedures deliver properly executed case builds that ensure accurate plan options, correct eligibility rules, and proper rate structures to its clients. These elements impact every phase of benefits administration, including:  

  • Pre-renewal phase: Case builds support alternative plan modeling  
  • Open enrollment: Case builds enable smooth enrollment execution  
  • Post-enrollment: Case builds facilitate mid-year plan changes  
  • Renewal phase: Case builds support new plan year setup  

How it Works!

how it works

Patra's expansive Employee Benefits Team offers a deep understanding of benefits administration, benefits technology, Benefit Administration platforms, and electronic data interchange, encompassing all health and welfare plans and various benefit structures.

DEDICATED TEAM MEMBERS
500+

Patra EB Team Members

YEARS OF EXPERTISE
50+
Combined
TRANSACTIONS PROCESSED
357K
Annually
ACCURACY RATE
99.9%

Real Clients - Real Results!

Accurate & Efficient

"It was a great, accurate and efficient experience."

Excellent Process

"Patra’s team communication and responsiveness is excellent. They established a good process, including data submission, review meetings, emails for final questions, and project completion. Overall, an AMAZING team! Very pleased.”

Thorough & Professional

"The Patra team has been very detail oriented, thorough, and professional.  I have high confidence in this service based on our experience so far."


 
Let's Discuss Your Benefit Technology Goals

Ready to learn more about Patra's Benefit Technology Services or all-encompassing Employee Benefits solutions? Contact us today to discuss your goals and objectives, and let us partner together to get ahead of the EB lifecycle.

Visit Patra Corporation at patracorp.com