Patra BBS

USA

Background

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.

Requirements

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.

web application development services

Our Solution

After understanding the client’s requirement, we developed the following solution:

  • A fully customizable web application was designed for use by Patra admin, brokers, and their clients.
  • Better UI was designed to enhance the user experience.
  • Stored procedures were used for fast query processing.
  • HTML DOM structure was used to represent UI in the database as opposed to objects hierarchy which made the UI rendering faster.
  • A personalized brochure feature was integrated to build an insurance brochure according to the requirements of the client.
  • Easy navigation and management for the updates in the profile & password.
  • Quick Link buttons were integrated for creating a new brochure, request printing, and mailing services, or submit a support ticket.

Key Benefits

  • Better User Experience and Performance.
  • Improved customized brochures.
web application development services

Result

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.