Patra Select Addresses Small Account Challenges

Managing and growing small accounts

Patra Select is a collection of services Patra offers to solve the industry dilemma of making small account management efficient and profitable while also supporting the opportunity to grow your books. Patra’s commitment to its customers is to seamlessly manage their small accounts so that account managers can spend their time interfacing with customers.

In managing your small accounts, Patra will always offer a high level of service that your customers can and should expect. Patra account managers are completely focused on client support and direct service and are supported by a Patra processing team, improving efficiency and exceeding customer expectation.

Patra Select customers use the service to meet a number of goals, including:

Patra Select generates a guaranteed return on commission. That means increased margins on your books of small business. The Patra model generates increased insured retention rates and enables more relationship development while significantly increasing client satisfaction.

Patra Select extends the ability to address growing small account books without hampering your ability to service key agency accounts. Depending on your specific needs, we can provide you with agency-branded technologies and strong carrier relationships or work with your existing tools to ensure real-time, comprehensive quotes of standard and non-standard business.

Patra Select is invisible to your insureds— Patra staff integrates to your agency systems to work through your company’s branded telephone greetings and email domains. In addition to your dedicated Patra Select team, we’ll assign secondary and tertiary staff support to cover emergencies, vacations and other PTO, ensuring no disruption to your customers.

Every one of your accounts deserves an excellent level of service, but it can be difficult to balance service with efficiency. Let Patra achieve the balance for which you strive, increasing your profitability and growing your book of small accounts.

About Patra

Patra is a leading provider of technology-enabled outsourcing services and software solutions to the insurance industry. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies/brokerages, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.

William Wagner, VP of Marketing

About The Author ...

William Wagner
Vice President, Marketing

William Wagner is responsible for Patra's Global Marketing and Inside Sales organization. With over twenty years of marketing and product management, William ensures that Patra's services, technology innovation, and brand are closely aligned with Patra's prospects and customers' needs to bring forth transformative change in how insurance solution are delivered, supported and managed.