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

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
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.
Patra Benefit Management and Technology Solutions
Learn about the cutting-edge solutions designed to optimize operations within the benefits administration platforms.
DownloadPatra Employee Benefits Solutions
Learn about the comprehensive service solutions to support the entire Employee Benefits lifecycle.
DownloadPatra Benefits Technology Press Release
Patra Launches Benefits Technology for Employee Benefits Management—streamlined solutions for your greater efficiency.
Read MoreCase 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!

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
Patra EB Team Members
YEARS OF EXPERTISE
TRANSACTIONS PROCESSED
ACCURACY RATE
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."
