Web application
Found in 2005, Patra Corp is a US-based company to enable insurance agents and brokers to issue certificates faster and more efficiently. Patra powers insurance processing by leveraging people and technology, supporting insurance organizations as they sell, deliver and manage policies and customers. In addition to process automation and account management services, Patra is a leader in applying technology to insurance applications.
From virtual collaboration and workforce solutions to machine learning, AI and bots, Patra applies proven technology on behalf of servicing clients. Patra’s global team of experts delivers efficiencies, profitable growth and organizational value to retail brokers, wholesalers, and carriers alike. With over 3,200 team members across the globe, 6 dedicated processing centers, and distributed contact centers, they built a team that works, communicates and delivers seamlessly to support their clients.
Patra (BBS- Benefit Brochure Service) wanted to start an online web platform where a number of brokers can register themselves and also form a team in order to provide personalized insurance brochures to their respective clients.
After understanding the client’s requirement, we developed the following solution:
Customizable enabled Patra (BBS- Benefit Brochure Service) offers personalized brochures to clients through brokers that attracted new insurance services on its platform. This resulted in more engaging clients and the beginning of a positive cascading cycle.
