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Selectsys vs Patra: Lower-cost FTEs. Higher output. Sub-2-hour SLAs.

We are not data entry. Selectsys runs complex P&C operations inside your AMS including assistant underwriting, renewals, endorsements, audits, bordereaux, trust accounting, producer splits, and reconciliations with flat pricing and sub 2 hour SLAs.

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About This Comparison

Selectsys delivers complex P&C execution including assistant underwriting and advanced accounting with flat pricing and sub 2 hour SLAs.

Patra focuses on seat based staffing where speed, quality, and scope depend on tiers and manual handoffs.

Selectsys is an advanced insurance BPO built for MGAs, wholesalers, and delegated carriers. Beyond COIs and endorsements, we handle assistant underwriting for complex lines, rating inputs, clearance, forms packaging, audits, bordereaux, trust accounting, producer and agency splits, carrier remittance reconciliation, and monthly close support. Work is completed inside AMS360, Applied Epic, Expert Insured, RQB, and carrier portals. Pricing is flat or per task. We do not use tiered levels.

Platform Level Comparison

Category Selectsys Patra
Delivery model FTE-based teams with automation, dashboards, and in-system execution Traditional offshore staffing
Cost efficiency 30–40% lower cost per task through automation, SOPs, and batching Standard FTE seat rates
SLA speed Sub-2-hour SLA for COIs, endorsements, and priority renewals Typically 6–24 hours depending on team
Quality control Dual QA, field-level audits, exception logs, and SLA variance tracking QA cadence varies by account
Visibility PQIS control-tower dashboards with live SLA, backlog, accuracy, owners Static reports by email or spreadsheet
Systems and scope Works directly in AMS360, Applied Epic, Expert Insured, RQB, carrier portals, CRM Works in client systems; workflows managed by email queues
Automation GPT classification, AI OCR extraction, auto routing, timers, templates Manual queues with supervisor routing
Onboarding SOPs in 48 hours, pilot live in 7–10 business days Paid onboarding and multi-week ramp
Scope and complexity Complex P&C including assistant underwriting, rating prep, clearance, forms assembly, audits, bordereaux, trust accounting, producer splits, remittances Core back office tasks with escalation to higher levels for complex items
Pricing approach Flat pricing or transaction based with no tiers Tiered seat pricing by level with markups for complex work
Accounting depth Trust accounting, producer splits, carrier remittance reconciliation, month end close support Basic entry and trackers
Underwriting support Assistant underwriting for P&C programs including appetite checks and submission packaging Limited support routed to higher priced tiers
SLA on core tasks Sub 2 hour SLA on COIs and common endorsements SLA depends on staffing and shift

Use Case Breakdown

Selectsys Patra
Outcome Generated inside AMS, sub-2-hour SLA, PQIS audit trail Delivered per queue; timing varies
Endorsements Entered, verified, dual QA, closed under SLA with owner and timestamps Entered per SOP; QA cadence varies
Renewals Automated triggers, document chase, options prepared, exceptions flagged Calendar lists and manual follow-ups
Carrier downloads Daily pulls, auto match, exceptions escalated Handled per schedule; matching may be manual
Audits and bordereaux Evidence collected, variances logged, outputs produced for carriers/MGAs Process depends on client SOPs
Assistant underwriting Clearance, appetite checks, rating inputs, forms packaging, submission assemblies
Advanced accounting Trust accounting, producer and agency splits, carrier remittance reconciliation, month end close, bordereaux outputs
Core servicing COIs and endorsements under 2 hours, renewals with automated triggers, FNOL intake, daily carrier downloads with exception handling
Pricing and commercial policy Flat pricing with no tier upcharges for complex tasks

At-a-Glance Advantage

  • Speed - Sub-2-hour SLA on high-volume tasks
  • Cost - 30–40% lower cost per task
  • Quality - Dual QA and field audits reduce rework
  • Visibility - PQIS control tower with live SLA and accuracy
  • Control - In-system execution, no shared drives or offline work

FAQs

MGAs, wholesalers, and delegated carriers needing complex P&C execution. We are not a data entry vendor.
Yes. We handle clearance, appetite checks, rating inputs, forms packaging, and submission assemblies for P&C programs.
We perform trust accounting, producer and agency splits, carrier remittance reconciliation, bordereaux, and monthly close support.
No. We use flat pricing or transaction-based pricing with no tier markups.
COIs and common endorsements complete in under 2 hours with PQIS-tracked ownership and audit trails.

Closing Summary
If you want lower FTE pricing, higher efficiency, and reliable sub-2-hour SLAs with full transparency, choose Selectsys. You get automation-assisted teams, PQIS dashboards, and in-system execution. If you prefer a traditional staffing model with manual queues and periodic reports, choose Patra.

Disclaimer
All product names, company names, and trademarks are property of their respective owners. This comparison reflects typical delivery models and publicly available information. Actual features, pricing, SLAs, and results depend on scope, contract terms, and implementation.

Recommended Next Steps

If you want to see how Selectsys handles insurance operations as an integrated workflow rather than as isolated tasks, the pages below show how quoting, underwriting, policy servicing, and back-office work connect across the platform.

If you want a quick reference for any of the terminology mentioned on this page, you can review the Glossary for clear definitions and context.

If you want to understand how Selectsys replaces standalone tools and isolated outsourcing with a cohesive lifecycle model, the operating model page explains how the full stack works together.

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