CertVault by Patra

CertVault makes certificate processing, delivery and monitoring more flexible, convenient, and efficient, giving users confidence that coverage is accurate and valid.

Our partnership

A new industry standard for certificate of insurance processing and delivery

CertVault makes certificate processing, delivery and monitoring more flexible, convenient, and efficient, giving users confidence that coverage is accurate and valid.

CertVault + Vertafore combined logo

Today’s insurance agencies and brokers are embracing change and moving towards a more agile, secure, and digitally enabled operating model. For those companies embracing the digital transformation to achieve a competitive advantage, Patra offers full-service certificate processing, leveraging CertVault -- a proprietary cloud-based certificate repository, providing instant access to, and real-time monitoring of, certificates of insurance for brokers, holders, and insureds.

The all-in-one digital platform is specifically designed to streamline certificate processing, issuance and monitoring, enhancing the customer experience, reducing cost, and eliminating the risk that coverages on a certificate may no longer be valid. Applying robotic data extraction and blockchain technology, certificate information is seamlessly converted and stored in CertVault for secure digital delivery. Using CertVault’s Sagitta integration, certificate information is verified and monitored in real time, and any lapses in coverage quickly identified.

Save Time and Operational Costs

Certificate processing and distribution is a high demand, manual process for agencies, and when you add up the numbers, it is costly in both time and money. By leveraging Patra’s certificate processing and digital delivery solution, your agency will increase organizational efficiency, reduce operational costs, and provide a high-performing digital experience for your customers.

Increase Customer Satisfaction, Reduce Risk

Customers are demanding faster results, including easier access to the documentation of their insurance coverage. With Patra, you can give everyone - agencies, insureds, certificate holders - what they want: 24/7 access to obtain and distribute certificates of insurance on any device, as well as ongoing verification and monitoring of coverage status.
 

Improve Operational Efficiency

Patra’s full-service certificate processing solution streamlines all elements of the certificate of insurance process - from template creation and management to delivery, using CertVault. Our customizable workflow, advanced technology, and remote workforce operate in tandem, around the clock, to ensure certificate accuracy and compliance, and accelerated delivery.