My name is Jeanine Weber, and I am the director of Patra Direct.

We partner with insurance organizations to provide contact center work as an extension to their company. We are either a standalone, we handle all of their contact center work, or we partner with them to provide additional support.

We have licensed insurance agents sell policies to our insurance clients’ customers. It’s all property and casualty insurance, so they provide additional support there for selling policies and making sure that they can contribute to the client’s growth.

We’re able to answer phone calls, let clients potentially meet or exceed their service level expectations where before they’re abandoning too many calls, or they’re not able to answer the calls quick enough.

One customer came to us and they wanted us to set up their call center. We worked with them with all of our best practices on how many people needed to be staffed, what resources they need, what phone system they needed. They were a startup company and we were able to consult with them and work with their leadership to set up a call center.

Patra Service Spotlight: Patra Direct

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This is a flexible, end-to-end service that deploys omni-channel communication tools to support every part of the customer experience.

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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.