Skip to Content

Patra in Action

Finding the Patra Advantage

Atlas General

A leading MGA gets the most out of Patra's OnDemand services.

 

Bolton

A leading retail agent finds success with Patra OnDemand & Select.

 

USI

A leading insurance brokerage and consulting company finds success with Patra OnDemand & Select.

 

Tangram Insurance Services

"As a small company, it’s paramount to maximize efficiency without any sacrifice of expertise, execution or excellent service. Patra’s attention to detail and accuracy has supported our ability to exponentially grow our customer and revenue base. We look forward to partnering with them for years to come."

Jaimee Patane | Manager, Underwriting Operations

INSURETrust

"Since engaging with Patra, we have seen dramatic improvement in our efficiencies and processes and at a much lower cost. We experience growth numbers of over 30% each year, and are saving roughly 40% on our processing activities by using Patra. Patra has played a large role in helping our company get to where we are today, and they will continue to play a large role in our future growth."

Zane Goldthorp | CIOO

 

HUB International

"By engaging with Patra OnDemand we now have clean and accurate workflow, job aid, and process documentation, we have a three-week reduction in backlog, over 50% reduction in processing time, and improved overall accuracy. Patra now handles approximately 90% of our processing load, allowing us to focus more time on selling and servicing our clients."

Bradley J. Botts, MPM, PMP | Senior Vice President, Projects & Technology