Featured case studies
How A General Health Insurance Agency Grew Market Share
"We've increased new clients 25% per account manager without adding new staff."
Specialty Insurance Wholesaler Maximizes M&A Value
Finance executives accelerate integration of critical accounting processes.
Wrap Up Insurance Admin Firm Helps Brokers Win Billions
"We needed a partner with an environment and structure we could trust."
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Access full library of client success stories
Atlas General & Patra Partnership
Early on, Atlas identified the potential for both over-staffing and under-staffing as key concerns
Client Success Story, USI
Since 2007, USI and Patra have partnered to develop strategies that drive efficiency, lower costs and reduce errors
Client Success Story, Clearcover
As Clearcover transitions to offering insurance coverage in all 50 states, they recognized the need for a partner
Client Success Story, AssuredPartners
Streamlined eligibility processing enabled better focus on strategic tasks and client relationships
Sidle Insurance Doubles Down on Virtual Assistants
"Our policyholder retention improved, and new business numbers improved as well."
