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Case study

A wrap-up admin firm helps brokers win billions

Efficiency investments bolster $100B in construction bid wins for independent agents.

Positive outcomes
325 sites
Weekly reports streamlined
32 hrs
Reclaimed per week
$100B
In construction values supported
24-hour
Service availability
“We needed a partner with a trustworthy environment and structure.”
Senior Vice President Wrap-up insurance administration firm

About the wrap up administration firm

A wrap-up insurance administration firm that designs, implements, and administers wrap-up programs for insurance brokers and their construction project sponsors, one of the nation's largest, handling programs for over 500 nationwide projects worth more than $100 billion in construction values.

The challenge

Enrolling contractors and issuing weekly eligibility reports across nearly 325 construction sites consumed time the team needed for relationship-building with project stakeholders. "We hired somebody to help and quite frankly, one person couldn't keep up."

The solution

The firm selected Patra as its outsourcing partner for wrap-up administration. Patra OnDemand's flexible, 24-hour service let the firm choose exactly which administrative tasks to outsource, starting with contractor eligibility report distribution across all 325 active sites.

The results

Patra's global processing executives now handle roughly 32 hours a week of report distribution, saving the cost of an additional hire. The firm reinvested that reclaimed capacity into talent development and deeper engagement with construction project stakeholders, and now plans to add a Patra Virtual Assistant next.

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