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As Featured in Leader’s Edge Magazine

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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.

There is a great deal of attention focused on efficiencies in 2020.

For benefits brokers, it’s critical in today’s market to laser-focus their services and become more efficient for their business to survive within the increasingly unpredictable industry. Only those who are willing to adopt innovation will come out ahead.

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.

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