USI finds success with Patra
Tailored insurance processing and small account solutions built around USI's own workflows.
“Revenue load is one of our leading metrics. We’ve seen that number rise as we free employees to spend time on more profitable tasks, including spending time with clients, cross-selling and up-selling products that fit the client’s needs.”
About USI Holdings Corporation
The challenge
As USI's business grew, proper staffing was needed to keep up with time-consuming, manual processes without adding headcount at the same pace.
The solution
Since 2007, USI and Patra have partnered to drive efficiency, lower costs, and reduce errors. Patra now processes nearly 80% of USI's certificates and performs 12 distinct managed services tailored to USI's needs.
The results
Account managers now focus on customer relationships, retention, and service, driving growth through account rounding and cross-selling. USI values Patra's E&O coverage and U.S.-based quality assurance team, backed by three shifts of dedicated Process Executives providing 24-hour, real-time support over a secure network.