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News/In the News/As Featured in Leader’s Edge Magazine

As Featured in Leader’s Edge Magazine

May 31, 2020

6 Reasons to Consider Insurance BPOs

Brooke Whitney, Patra sales solution consultant for employee benefits, and Jessica Caudle, Patra director of employee benefits, give their take.

Brokerages of all sizes face challenges when it comes to operating their organizations efficiently and affordably. Striving to remain competitive, brokers often take on additional servicing for clients beyond the necessary basics, which leaves them exhausted and pulled in many directions and prevents the business from growing as it otherwise could. This added servicing also impedes the development of new skills among employees and deters them from being creative.