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Patra In News/Blogs/There is a First Time for Everything

There is a First Time for Everything


By: William Wagner - November 24, 2020
Partnership
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Let today be the day you accept help by engaging with a trusted outsourcing partner. 

Most of us don’t remember the first time we learned to ride a bike, but I can assure you, every one of us fellChances are, someone was there to help pick us up, dust us off and give us words of encouragement. Or to go even further back, the first time we walked. I know for a fact that 100% of us fell, many times. But we didn’t stop because we failed. Wlooked for help, persevered, stumbled and eventually, well, we just don’t think about it anymore. Jump forward to our professional lives. 

For many in the professional world, asking for help or trying something new doesn’t come as easy. In fact, doing something for the first time, when your reputation and job could be on the line, is downright scary. So scary that it paralyzes people to the point of not acting at all. 

As Tony Robbins states: 

 

Stop being afraid of what could go wrong, and start being excited of what could go right.”

 

Over the last 15 years, our sales team has had thousands of prospecting calls as part of our sales outreach. Our goal is always to understand the challenges companies endure so we can determine how Patra can help solve those pain points. And after all those years, all those calls, all the questions, understanding all kinds of challenges and pain pointsone theme that echoes everyone’s core concern when considering whether to ask for help: Can I trust you? 

Trust is the most powerful currency you can deal with in business. You cannot buy trust. It cannot be bargained for and it cannot be borrowed, it must be earned. However, getting to the point of trusting an organization, one must start with some level of faith.  

Insurance is a highly personable industry; we provide safety and security to our clients for their most trusted assets. We provide the financial and emotional backing for companies and individuals to grow, expand, and pursue dreams. What we offer is not just an insurance product, we offer hope. We provide the extra confidence needed so individuals or companies can pursue their goals. This means asking for help in the insurance industry carries even more weight. 

At Patra, we live or die by the very trust our clients put in us. Day in and day out, our global teams of 3,600 insurance experts and supporting management teams are committed to earning your trust. This trust enables us to work with hundreds of companies of all sizes, from agencies, to MGAs, wholesalers and carriers, because we show how Patra is committed to earning their trust every day. 

Les Brown once wrote: 

 

“Ask for help not because you’re weak, but because you want to remain strong.”

 

Asking for help can be challenging but it doesn’t have to be. A few months back, Brooke Whitney, Patra’s Employee Benefits Sales Solution Consultant, and Jessica Caudle, Director Employee Benefits, wrote a great article in The Leaders Edge outlining 6 reasons companies should look to outsourcing to augment their existing staff. In summary, they discussed how outsourcing can help your business by: 

  • Limiting employee turn over 
  • Allowing staff to focus on their core competencies 
  • Promoting growth 
  • Providing quicker turnaround times in todays hardened market 
  • Giving your business a continuity plan 
  • Reducing your overall liability 

Companies who use Patra, don’t do so because they cannot do everything themselves; they realize that to stay competitive and adaptive, they need that little bit of outside help. When your company grows, it’s like learning to ride a bigger, more complex bike – you need a little help to ensure you don’t fall into new bushes, on the street you’ve never ridden down before.  As markets change, environmental hazards arise (Covid-19, tornadoes, floods, power outages, etc.), people retire or staff leave, you need help to ensure you stay strong and competitive.   

Asking for help from those you can trust is the next step in staying strongLook for companies who have earned trust and lean into a proven leader, someone whose singular focus is in insurance. After all, this is your business we’re talking aboutwhoever you bring in to help better know your business.  

At Patra, we know your business. We are not going to help you with your mobile app, we don’t install telephony systems, we don’t dabble in banking or B2C eCommerce sites, and we certainly won’t tell you how to negotiate your office lease. Insurance is our game and we have earned the trust of 67% of the Business Insurance Top Brokers, over 60% of the Insurance Journal Top 100 Brokers, and forged relationships with many of the nation’s top agency partnerships. 

As you look into the last few weeks of 2020 and start to plan for 2021, the only thing that is certain is that wwill continue to face uncertainty.   

If you think you need a little help, maybe in policy checking or certificate processing, maybe just a boost in your Employee Benefits team, or a second set of hands as you see peak production times, let Patra be the partner who picks you up, dusts you off, and ensures that you keep going…and growing. 

By William Wagner
William Wagner serves as Patra’s VP of Marketing. His marketing experience spans an array of industries and company sizes executing go-to-market and brand strategy plans, running inside sales and business strategy partnerships, as well as overseeing content marketing. Prior to joining Patra, he served as Vice President of Marketing and Inside Sales at Cloud Lending, a global SaaS based FinTech that was acquired in Oct of 2018 by Q2eBanking; before that, he ran marketing at Kaybus (acquired by Prysm System), a SaaS based AI Knowledge Management company. William has also held leadership roles in marketing and product management at companies including Recommind/OpenText, Wells Fargo Bank, Merrill Lynch, Financial Engines, and Barclay Global Investors.