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While, small account books of business can lead to opportunities for insurance agencies to land larger, more profitable clients, managing small accounts poses many challenges. Delivering low profit margins, small account consume time, resources and skilled service teams, hampering the ability to service higher revenue generating accounts. Patra’s licensed account managers will seamlessly integrate within your organization to efficiently manage and grow your small business book, allowing you to focus on serving larger accounts. Our managed service model provides a variety of options to address commercial lines, personal lines, or employee benefits.

And we generate a guaranteed return on commission to help increase small account margins, all while operating as an extension of your team, white label to your agency. Patra’s proven model generates increased insured retention rates, providing you the opportunity to develop deeper relationships while increasing client satisfaction. Your journey into the future of insurance starts now.

Patra Service Explainer: Small account solutions

Patra’s licensed Account Managers will integrate seamlessly within your organization to efficiently manage and grow your small business book.

Patra’s licensed account managers will seamlessly integrate within your organization to efficiently manage and grow your small business book, allowing you to focus on serving larger accounts. Our managed service model provides a variety of options to address commercial lines, personal lines, or employee benefits.

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About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.