Finding a processing partner isn’t easy. In our experience, agencies that take the time to do their due diligence before choosing a partner find success much sooner than those that haven’t. This post is a guide to better understand the right questions to ask.
Meet Jessica Casteel, Director of Patra Benefits, and learn how she's impacting the employee benefits space by helping benefits agencies better serve their customers.
Does submission clearing consume a lot of your underwriter's time? Do you use temps or support staff during peak periods? Learn how Patra can help.
Meet Patra Lead Client Consultant, Tonya Dowell. We interviewed her to shed more light on her role and why she's so proud to work for Patra.
One of Patra's most popular services for agenceis is Loss Run Ordering. Below, you'll find a discussion wiht a Patra Client Consultant describing how Patra teams help relieve stress on agency staff by performing Loss Runs on behalf of the agency.
“Typically, loss runs are pulled…
Patra's Small Accounts Managed Service (SAMS) is the latest evolution of outsourced services for the insurance agency industry. SAMS delivers profitable small accounts, minimizes over-allocation of resources and provides customers the high level of service they expect from their agency.
Underwriting assistants are unsung heroes within many insurance organizations. The best UAs don’t simply enhance customer service, follow-up on vital tasks and help the underwriting department run smoothly. The best UAs, with training and experience, will eventually move into the underwriter role and provide even greater value to the organization.
My role is to manage a book on behalf of my client. When I answer the phone, I use the agency’s greeting so the customer experience I provide is consistent with the other account managers in the agency. Insureds receive emails from me through the agency’s system and all of my work is…
Document retrieval is a Patra service in which our team in India will retrieve time-sensitive documents from carrier websites. Here’s how it works: The agency will provide the Patra team a download sheet, expiration report, or other relevant list of documents so that the team knows which documents to pull (download) from…
We are so proud to have been featured in the October 2015 edition of Rough Notes magazine!
I’ve been with Patra for almost six years. I started as a client consultant and I still handle a full plate of clients, but I’ve moved into a role of Senior Manager, helping our veteran client consultants and mentoring the newer staff. It was a natural progression. I also manage most of Patra’s…
We are very pleased to announce the opening of our third India location! The new office is in the center of Raipur, capital city of Chhattisgarh. Raipur is about 250 miles northwest of our Vizag facility. The official opening was September 24, 2015 (our evening of the 23rd), which was…
Agencies set themselves apart through service, and this is never as true as when an insured files a claim. The attention and care received by an insured when filing a claim creates a lasting impression, an impression that could mean the difference between retaining and losing a client.
If you look closely, you may notice that many on Patra’s account service staff have undergone a title change. Effective April of 2015, Patra made the decision to unite the team under the title of Client Consultant. The change was made to better reflect the full capabilities of the Client Services team.
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A quick guide to help you make your outsourcing assessment.