Featured Case Studies
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."
How A General Health Insurance Agency Grew Market Share
"We've increased new clients 25% per account manager without adding new staff."
Explore more
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
Patra and Bolton & Company, a match that defined excellence
The partnership with Patra allowed increased Bolton's internal productivity and ability to focus on growth
Client Success Story, USI
Since 2007, USI and Patra have partnered to develop strategies that drive efficiency, lower costs and reduce errors
