As consumers demand more, you need a flexible partner.
As insurance shoppers continue to demand more, insurance companies must be flexible enough to respond to new distribution channels and technology options. Traditional contact center models can be inefficient and slow to change, which is why Patra’s model focuses on providing a scalable, experienced team that empowers your organization to test new methodologies, explore new technologies and implement change rapidly.
With the technology, personnel and insurance expertise to execute complex, customer-facing workflows and back them up with comprehensive processing capacity, Patra is uniquely capable, providing acquisition and customer experience solutions for a growing number of direct-writing organizations. Specialized services include policy acquisition, premium generation, customer retention and enhanced customer experience. Patra leverages experienced staff with proven technology to enable efficient transactions.
Patra addresses the entire life cycle of a policy with InsurTech that allows for effortless transacting at every phase, from acquiring the policy and managing customer service, to providing first notice of loss and renewal support.
Innovative recruiting for long term talent
Every company within the insurance industry is challenged to identify and recruit new talent. To find the quality required for the service customers expect, Patra has implemented an innovative national recruiting and hiring model that finds experienced talent with low turnover.
Patra is unmatched in the insurance industry in our flexibility to provide solutions. Whether the decision is utilizing carrier systems or developing new technology, or the choice to staff a home-based contact center model, Patra’s service architects create scalable solutions that can range from as few as six to hundreds of seats.
Modern, efficient distribution
Patra’s data-driven technology solutions streamline transactions throughout the customer life cycle. Patra’s software provides InsurTech automation for frictionless communication between broker and carrier systems, from first contact to supporting payment.
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Patra’s processing experts and consultants support carrier processing teams by handling high volumes of workflow and backlog, reducing the size of in-house processing departments and solving real staffing and workflow challenges with comprehensive solutions.
Acquisition & Customer Experience
Patra’s broad range of direct-to-consumer experience and our suite of services enable carriers to acquire policies, generate premium and retain customers more efficiently.
Patra’s carrier-specific technologies reduce the friction between systems, streamlining underwriting and distribution.
Insurance Printing & Mailing
Patra offers full-service mail fulfillment solutions, printing and mailing millions of insurance documents annually and providing options for document delivery.
We’ve answered our most frequently asked questions from carriers just like you.
Yes. Patra is a corporately licensed brokerage in 50 states, employing more than 200 licensed agents.
Patra writes more than $32 million in new premium annually while managing more than $220 million in policy premium.
Patra’s focus, flexibility and staff are our biggest differentiators. Patra is focused on insurance only, giving us a deep experience in the industry. Our team is flexible enough to allow a customer to start with a team as small as three operational seats. Finally, our staff of more than 200 licensed agents sets us apart from the competition.
Depending on your needs, Patra can work on existing systems or deliver service support through our proprietary CRM and processing technology.
Patra’s innovative recruitment, hiring and management systems result in turnover rates significantly lower than the industry average.
Don’t just take our word for it.
Many customers are experiencing the power of Patra.