Case Studies

What Our Clients Are Saying

Unlike a lot of other BPO’s, Patra knows insurance…These guys are very knowledgeable and accessible about what it takes to process insurance work. That makes a huge difference. I know that when I pick up the phone and ask a question, I’ll get an answer that’s relevant to insurance and my business.

– Stewart Gibson, Sr. VP & CIO
   USI Holdings Corp

Our Account Assistants and Managers have more time to serve the customer, and we are saving on the bottom line. We recommend Patra for any organization that wants to focus on growing their business.

– Mike Heffernan, CEO
   Heffernan Insurance Brokers

Patra helped us reduce our overhead expenses by over 1% of total revenue, and greatly improved the quality of our cert issuance and policy checking. Utilizing Patra allowed us to reallocate our resources to increase our ‘return on knowledge’ and become more intimate with our customers.

– Greg Chapman, CEO
   Chapman and Associates

I wanted to take a minute to commend your team on a job well done. We are very pleased with how the loss runs processing is working out. Our loss runs are being ordered in a timely manner and properly documented in AMS.

– Alida Rodriguez
   Sander A Kessler & Associates

We understand that your business depends on accurate and timely delivery of your back office paperwork. Just as relationships are at the heart of your client relationships, we take the trust you put in Patra very seriously. We’ve built our business responding to client needs, adding services and technologies at their request.

Our success stories aren’t just stories of reduced labor costs or operational efficiency; they are customers' stories of people and relationships. Our clients are partners in the truest sense of the word. We’re in the trenches with them, working 24 hours a day to support their work. We only hire people we like to work with, and we expect our clients do the same.

Ultimately, our clients tell Patra success stories better than we ever could.