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Patra In Action – Data Migration May 17 2018 An effectively managed AMS means that an agency can be confident in its ability to service customers and run meaningful reports. Converting or consolidating agency management systems is an opportunity for an agency to rethink its data structure and review procedures to ensure effective, reliable data. Patra
Patra In Action – Certificate Issuance May 17 2018 Patra has extensive experience working with national brokers to implement certificate issuance projects. With one such broker, we began with a small-scale project that has evolved into an engagement in which Patra issues more than 2 million certificates annually. From a small pilot project in two remote
Patra Announces New Chief Revenue Officer April 23 2018 EL DORADO HILLS, Calif. — Patra Corporation has hired Bob Murphy, a leader from the financial technology services industry, as its new Chief Revenue Officer (CRO).  In the newly created position, Murphy, will oversee sales, marketing and strategic direction for the company, a leading provider of technology-enabled
Patra In Action – Policy Checking March 27 2018 A mid-sized agency in California came to Patra with a considerable challenge. Some of their account managers were so busy that they didn’t have the time or resources to check policies and developed a year-long backlog of policies to be checked. The AMs did save time but exposed the
September 7, 2017

Patra Select

Patra Select September 07 2017 How many times have you said to yourself: “This small account is as much work as our larger accounts.”  Small accounts, those that bring in low revenue but require a lot of work, can be some of the biggest drains on profitability and productivity – it’s counterintuitive, but nearly anyone who
Patra Opens New Headquarters in El Dorado Hills, CA September 01 2017 Have you ever dreamed of working from home? With a commute from the bedroom to the home office, there are few distractions to interrupt your workflow and you’ll never have to take off your slippers. For Patra employees, that isn’t a dream – most
August 28, 2017

Patra Proud

Patra Proud August 28 2017 What is Patra proud of? Lots of things, especially the work we do for our clients and the environment we’ve created for our employees. We’re exceptionally proud of the work we do to support the military families who regularly make sacrifices to protect and serve our country. In fact, when we
Home Blog Thinking of choosing a processing partner? Here are some things to consider before you make the decision Thinking of choosing a processing partner? Here are some things to consider before you make the decision. August 10 2017 Agencies across the country have found that process outsourcing can help them be more efficient, grow faster and
Home Blog Introducing Patra Select for Benefits- An Interview with Jessica Casteel INTRODUCING PATRA SELECT FOR BENEFITS- AN INTERVIEW WITH JESSICA CASTEEL March 06 2017 Can you describe the Patra Select Benefits model? “Patra Select Benefits manages small group accounts that our retail broker clients are struggling to make profitable. We work with our brokers to
Home Blog Non-retail service spotlight – submissions NON-RETAIL SERVICE SPOTLIGHT – SUBMISSIONS February 17 2017 How does the submission service work? “When MGAs, carriers and wholesalers receive submissions from agencies, we assist them with that process. For example, an agency puts together a submission which includes an ACORD form, any supplemental applications, loss runs and a