EL DORADO HILLS, Calif.--()--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'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.

Patra's newly expanded Benefit Technology Services includes case builds and renewals, designed to optimize benefits administration platforms operations. The comprehensive range of services includes new group builds, annual renewal changes, open enrollment setup, data migrations, data exchange requests, EDI connectivity, and notifications support.

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.

This crucial process sets the stage for successful open enrollment and ongoing administration throughout the year. 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 on 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

Driving Employee Benefits Innovation

“Patra’s approach to benefits administration goes beyond simple task completion,” said Patra’s Senior Vice President of Business Development, Sharon Kern.

“Patra’s service delivery model combines deep industry expertise with efficient processes to deliver superior results. We’ve developed comprehensive processes and quality controls that ensure consistent, high-quality results while providing the flexibility to scale with our client's needs,” noted Kern.

Patra’s advancements leverage proprietary best practices and a globally integrated hybrid model, minimizing agency involvement to approvals only, for an effortlessly smooth process. Patra's specialized teams bring deep industry knowledge, including:

  • Extensive benefits administration experience
  • Comprehensive benefit administration systems expertise
  • Proven process optimization capabilities
  • Ongoing professional development
  • Industry best-practice implementation

Benefits for Brokers & General Agencies

Patra's expanded Benefit Technology Services represent a transformational step forward for the Employee Benefits industry, delivering innovative, efficient, focused services that redefine the landscape. Brokers and general agencies, like Acrisure Southwest, are quickly recognizing both immediate and long-term business advantages.

“Patra's communication and responsiveness is excellent. They established a good process for data submission, scheduling meetings for review, emailing with final questions, and completing the project," said an operations leader at Acrisure Southwest.

In today's rapidly evolving benefits landscape, the adoption of tech-enabled solutions for case builds is not just an operational upgrade, it is a strategic imperative. Agencies that embrace this transformation gain more than efficiency; they position themselves as forward-thinking partners capable of delivering superior service in an increasingly complex market. The question is not whether to modernize these critical processes, but rather how quickly you can implement these changes to stay ahead of market demands and exceed client expectations.

To learn more about Patra’s end-to-end Employee Benefits Management solutions, visit Patra’s Website or follow Patra on LinkedIn.

About Patra

Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra's global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.