You've signed the contract. So, what happens next?
Provide
The implementation process is a critical first step in our partnership. We are committed to making this a seamless experience for you and your team. We can't wait to get started! In the meantime, we encourage you to follow us on LinkedIn to stay up to date with Patra's latest insights and news.
Stephanie Acharya
Director of Implementation
sacharya@patracorp.com
Patra Named “Major Contender” in Everest Group’s 2022 Digital Platform and Augmentation Suite (DPAS) PEAK Matrix®
Taking Policy Checking to the next level - An Interview with Patra
Leading the way forward - the Future of the Insurance Workforce
Welcome to
Thank you for choosing Patra. We're excited you're here.
Here is what you can expect as we prepare to get you started.
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Click to download
IT Reference Guide
IT Reference Guide
Review
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List technology deployed for
remote access.
Security Standards & Protocol
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List of technology deployed for remote access.
Network Access Procedures
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List of usernames and passwords for systems our teams will need to access.
System Logins & Permission
Provide
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Contact working with Patra's Technical Service Engineers for network access.
Technical Expertise
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Contact providing expertise on your insurance processing workflows.
Subject Matter Expert
Contact signing off on all training materials and agreements.
Key Decision Maker
Identify
Well, as you're reading this, we are organizing your dedicated Patra dream team! You'll hear from your Sales Executive within a week to schedule the first virtual implementation meeting. To help you prepare, we've outlined key items to consider and start gathering.
Contact signing off on all training materials and agreements.
Key Decision Maker
Contact signing off on all training materials and agreements.
Key Decision Maker
Contact signing off on all training materials and agreements.
Key Decision Maker
Contact signing off on all training materials and agreements.
Key Decision Maker
Contact signing off on all training materials and agreements.
Key Decision Maker
Provide
Contact signing off on all training materials and agreements.
Key Decision Maker
Review
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Contact signing off on all training
materials and agreements.
Key Decision Maker
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