Case Studies

Case Study: USI Holdings Corporation

USI Holdings Corporation, one of the largest brokerages in the country, is a long-term Patra partner. By starting with a small-scale project, USI was able to see significant process improvement and savings. Since the beginning of the partnership, USI has implemented Patra's staffing solutions in nearly all of their offices nationwide.

Results

Savings

  • USI utilizes Patra's staffing solutions to increase productivity and profitability of each of their offices Patra enables USI to reallocate their existing staff to higher-value, client-facing tasks, saving both time and money.
  • "Revenue load is one of our leading measures. Patra has allowed us to see that number rise as we free our employees to spend time on more profitable tasks, including spending more time with clients, cross-selling and up-selling with products that fit the client’s needs."
    — Stewart Gibson, Sr. VP & CIO, USI Holdings Corp

People

  • Patra empowers USI account managers with the ability to plan their day and the confidence of knowing that work will get done on-time and without errors.
  • By specializing in insurance brokerages, Patra provides service tailored to USI’s specific business processes and needs, unlike consulting or software development firms that dabble in insurance staffing.
  • "Time management is a huge factor in productivity and quality of life. Patra gives our employees more time. The days of account managers sitting around the kitchen table and stuffing envelopes are gone and no one is going to miss them. The bottom line is that Patra gives us the time and flexibility to focus on clients."
    — Stewart Gibson, Sr. VP & CIO, USI Holdings Corp
  • "We believe that the real benefit of Patra is that our current staff is much more focused on our clients. Patra has allowed us to reallocate our existing staff to higher value, client-facing tasks and that drives profitability, client retention and even reduces our turnover."
    — Stewart Gibson, Sr. VP & CIO, USI Holdings Corp

Quality

  • USI values Patra’s ability to provide accurate work, delivered on time and without errors.
  • "We’ve approached working with Patra with an attitude of “getting it right.” We’re focused on being certain that our internal clients and staff are satisfied with the results every step of the way as we expand the relationship. So far it’s worked very well."
    — Stewart Gibson, Sr. VP & CIO, USI Holdings Corp

Services

  • Certificate Issuance
  • Policy Checking
  • Ordering Loss Runs
  • Benefits Account Administration
  • Direct Bill Invoice Processing
  • Market Research
  • Carrier Document Retrieval,
    Categorization, and Distribution
  • Benefits Account Administration
  • Direct Bill Invoice Processing