Assurex Gobal Partnership

AG SAMS Whitepaper PDF

As an Assurex Global partner agency, your agency can take advantage of a range of financial considerations that reduce or eliminate the implementation cost of Patra services.

Patra is excited to offer our new Small Accounts Managed Service (SAMS) to Assurex Global Shareholders. This service offers your agency a guaranteed profit margin from a select accounts book of business without compromising your client relationships or reducing the level of service your clients expect. SAMS delivers profitability, account growth through rounding, and decreased E&O exposure by delivering service through our on-shore network of insurance professionals.

Currently, Roach Howard Smith Barton and Woodruff-Sawyer, both Assurex Global Shareholders, are Patra SAMS customers. Patra is proud to provide on-demand processing for fourteen Assurex Global Shareholder firms.

The beauty of this is that now I’ve got a place to put small accounts. We get a piece of the income while our people don’t have to spend any time on it. What can be bad about that? We’ve got a built-in profit margin.
Tom Hughston, Roach Howard Smith & Barton

Take some time to learn more about our services, case studies and ways Patra can help your agency become more efficient, effective and competitive.

Contact Dave Tight, Senior VP Business Development, at 415-595-9987 to learn more about the Assurex Global discount and to take advantage of our 90-day, risk-free trial period.

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