Grow your business more efficiently & profitably.
Patra helps retail brokers reduce staff workloads, service accounts more efficiently and optimize small account management, so you don’t have to worry about staffing issues, reinventing workflows or accommodating more volume.
As the insurance marketplace gets more competitive, brokers must be more innovative than ever. Patra’s retail broker services are applicable across P&C (for both Personal and Commercial lines) and employee benefits, letting your organization focus on key accounts and processes that set you apart from the competition.
Learn more about how Patra's service solutions increase retail broker value, profitability, service levels and more:
Discover the value of working with a dedicated team and paying for results, not down-time. Patra lets your staff work to the top of their job descriptions.
Small Account Solutions
Patra's small account managed services provide agency-branded small account solutions with options for aggressive growth and profitability while increasing agency accuracy.
Acquisition & Customer Experience
Patra's direct writer support and contact center management offers end-to-end, omni-channel technologies and skilled licensed professionals to support the entire life cycle of customer experience.
Manage and acquire customers faster and more efficiently than ever before with Patra's technology-enabled solutions. Whether it’s technology to enhance an existing AMS or deliver certificates more securely, Patra can help.
Insurance Printing & Mailing
Patra's full-service, onshore printing, mailing and document processing capabilities reduce costs by automating mailing and fulfillment tasks that aren't core to an agency's expertise.
Our Approach, Your Results
See how our innovative approach helped one agency achieve their business goals.
Don’t just take our word for it.
Learn how agencies experience the Patra Advantage.