Articles from Patra

Patra, a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions, today announced significant enhancements to its Patra AI platform. The platform now offers expanded workstream flexibility through improved service options for Policy Checking AI and Quote Compare AI, enabling insurance organizations to dynamically adjust workflows, resources, and processes in response to changing priorities, market conditions, or disruptions.

Patra, a trusted leader in technology-enabled insurance outsourcing services, announced today the continued expansion of its Employee Benefits Management solutions. In addition to its traditional eligibility and policy servicing solutions, Patra is now launching innovative Benefit Technology Services with flexible financial models to meet the needs of the industry. With this new capability for its customers, Patra continues to set a new standard in service excellence.

Patra, a leading provider of technology-enabled insurance outsourcing and software services, today announced the launch of Patra AI, a suite of AI-powered document automation services designed for insurance organizations looking to increase revenue growth and profitability, improve their client-centric services, and mitigate operational risks.

Patra, a leading provider of technology-enabled insurance outsourcing and software services, announced the appointment of Eliah Kahn as Managing Director Advisory Services, reporting to the CEO, John Simpson. He comes to Patra with more than three decades of consulting and operations leadership experience with private and Fortune 500 Financial Service providers. In this newly formed role, Mr. Kahn will manage Patra’s Capabilities Consulting Practice for new and existing clients to help evaluate their operating models, identify opportunities to drive efficiency through accelerated transformation and realize margin enhancements. He will also be responsible for helping Patra create new opportunities supporting their accelerated growth.

Patra, a leading provider of technology-enabled insurance outsourcing and software services, is thrilled to announce the expansion in functionality of its PolicyChecking AI Self-service solution. Just one month since the release of the self-service version of its PolicyChecking AI platform, Patra has more than tripled the lines of business available and added new and enhanced functionality to further streamline the critical process of checking policies.

Patra, a leading provider of technology-enabled insurance outsourcing and software services, is excited to announce the extension of its PolicyCheckingAI to a Self-Service solution that provides access to all brokers and agencies across the industry. As the first company to introduce AI for Policy Checking over a year ago, Patra’s patent-pending PolicyCheckingAI (‘PCAI’) offers insurance professionals an innovative solution to streamline operations and ensure complete and accurate coverage for clients – whether you perform this task in-house through this Self-Service solution or choose Patra’s tech-enabled outsourcing services.

Patra, a leading provider of technology-enabled insurance outsourcing services, is excited to announce reimagining its Employee Benefit services. Going beyond traditional eligibility and policy servicing, Patra now offers expanded solutions, including introducing a new Ben Admin Solution and additional flexible financial models designed to align with the seasonality of the Employee Benefits lifecycle.

Patra, a leading provider of technology-enabled insurance outsourcing services, is delighted to announce its expansion into the Canadian market. This move provides Canadian insurance organizations access to Patra’s industry-leading services to reduce administrative overhead and improve the customer experience through AI (Artificial Intelligence) and the digitization of workflows and tasks across all policy and administration support aspects. The expansion into Canada marks a significant step in Patra’s global expansion plans to offer comprehensive and unique insurance service offerings to the Canadian market.

Patra, a leading provider of tech-enabled insurance outsourcing services, announced today the upcoming release of their new SaaS-based PolicyChecking.AI solution, powered by Patra's proprietary, patent-pending, automation technology. Introduced at the 2023 Council of Insurance Agents & Brokers (CIAB) Insurance Leadership Forum (ILF) conference, Patra demonstrated how insurance organizations can soon leverage Patra’s PolicyChecking.AI for speed, efficiency, and unparalleled quality control in-house.

Patra, a leading technology-enabled services provider to the insurance industry, announced the launch of two new service offerings: Patra Agency Advantage and Patra Assist. These two new services provide a simple and scalable solution for agencies looking to outsource specific policy lifecycle workflows to Patra.