Blog

Patra Select

September 07 2017

Patra Select takes the guesswork, unprofitability and inefficiency out of small accounts by managing them seamlessly on our clients’ behalf. Continue reading to learn how this benefits account managers and the agencies they work for.

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Patra Opens New Headquarters in El Dorado Hills, CA

September 01 2017

Until recently, Patra’s headquarters were housed in the Novato, California print shop. With growth, the leadership team saw the need to secure a larger space to house additional resources and provide an even higher level of service. Find out about how Patra's new hub in El Dorado Hills, California accomplishes that.

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Patra Proud

August 28 2017

Patra Proud, Patra's charitable arm, was started to expand the company's support for military families and increase its positive influence on the community. Learn more about how Patra Proud accomplishes this and how you can help.

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Thinking of choosing a processing partner? Here are some things to consider before you make the decision.

August 10 2017

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.

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Introducing Patra Select for Benefits- An Interview with Jessica Casteel

March 06 2017

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. 

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Non-Retail Service Spotlight - Submissions

February 17 2017

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.

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Patra Employee Profile of Tonya Dowell

February 01 2017

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.

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Retail Service Spotlight - Loss Runs

January 11 2017

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.

Can you describe an agency’s pain points that this service would solve?

“Typically, loss runs are pulled…

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Patra’s Small Accounts Managed Service

December 15 2016

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.

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Supporting Underwriters

May 25 2016

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.

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Patra Employee Profile of Bobbie Fernandez

May 23 2016

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…

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Service Spotlight: Document Retrieval with Jill Barry-Cowan

May 22 2016

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…

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Patra Featured in Rough Notes Magazine

February 24 2016

We are so proud to have been featured in the October 2015 edition of Rough Notes magazine!

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Patra Employee Profile of Elizabeth McCormick

February 23 2016

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…

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Patra Opens Third India Location

September 24 2015

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…

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