What We Accomplished
About AssuredPartners
The Challenge
AssuredPartners brought together multiple agencies in the Chicagoland area. To streamline operations and free up their account management teams for strategic tasks, AssuredPartners sought to outsource eligibility processing for their clients. They needed a reliable partner to handle this crucial aspect of their business.The Solution
Client Profile:
- Retail Agency
- Florida
Challenges:
- Inconsistent processes across multiple offices due to M&A
- AMs buried in non-client-facing activities
Requirements:
- Insurance Expertise
- Standardized Consultative Methodology for Onboarding & Ongoing Efficiency
- Licensed, US-based Account Management
Patra Solution:
Positive Outcomes:
- Improved Operational Efficiency
- Process Centralization & Consistency
- Improved CSAT
- More Time for Strategic Client Initiatives
Results
Since implementing Patra’s services, AssuredPartners has experienced positive outcomes. With the burden of eligibility processing now handled by Patra, AssuredPartners’ account management teams have more time to focus on strategic client initiatives. This has improved overall efficiency and allowed for better client service. Additionally, the seamless integration of Patra’s services into AssuredPartners’ operations has resulted in a smooth transition and successful collaboration between both parties.
Conclusion
AssuredPartners’ decision to partner with Patra for their eligibility processing needs has proven to be a wise choice. By entrusting this critical aspect of their business to Patra, AssuredPartners has gained more time and resources to dedicate to their clients’ strategic objectives. The successful implementation and ongoing collaboration between the two organizations have contributed to improved efficiency and client satisfaction.