Case Study: Chapman & Associates
For over 35 years, Chapman and Associates have been providing insurance and risk management solutions to nonprofits across the country. Their focused approach and unparalleled industry knowledge make them a leader in non-profit insurance services.
The unique industry that Chapman and Associates serves requires a custom staffing solution. Patra was able to deliver. Our specialization model and processes fit the bill and allow Chapman the flexibility to utilize the services they need, when they need them, without any extra overhead. Our model also allows us to handle many services in parallel, meeting their peak seasonal needs.
Results
Savings
- Chapman has seen an increase in client proposal production, both for new and existing clients, as Patra provides production services
- "By spending more time with our customers, we’re better able to better understand their needs and provide them more options in a shorter period of time." — Greg Chapman, CEO
People
- Turnaround time on client production files has improved significantly without a loss in accuracy
- "We’re able to perform the same services in so much less time while using Patra. Our turnaround times continue to
impress out customers and we’re able to keep that same level of service through our peak periods."
— Greg Chapman, CEO
Errors
- By reducing staff overtime hours, Chapman’s seen lower employee turnover rate, increased efficiency and an increase in morale, as well as cost savings
- "Our staff no longer hauls paperwork home to work nights or on the weekends. They’re able to spend more time with
their families while remaining confident that the work is being done. It’s a win-win for everyone involved."
— Greg Chapman, CEO
Services
Certs issuance Policy Checking DBR
