Client Success Story, AssuredPartners

AssuredPartners uses Patra for assistance with eligibility processing for their clients.

What We Accomplished

Operational Efficiency
Centralization & Consistency
More Time for
Strategic Client Initiatives

About AssuredPartners

AssuredPartners is one of the fastest growing insurance brokers in the U.S., exceeding more than $2 billion in revenue since our founding in 2011. Currently, AssuredPartners is ranked as the 11th largest broker in the U.S. by Business Insurance in the July 2023 edition, featuring the “100 Largest Brokers of U.S. Business” (based on 2022 revenue).

Type of Business:

Retail Agency

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.
  • Inconsistent processes across multiple offices due to M&A
  • AMs buried in non-client-facing activities
  • Insurance Expertise
  • Licensed, US-based Account Management
  • Standardized Consultative Methodology for Onboarding & Ongoing Efficiency

The Solution

Patra's Eligibility Management Service.

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.
  • Eligibility Management
  • Insurance Expertise
  • Standardized Consultative Methodology for Onboarding & Ongoing Efficiency
  • Licensed, US-based Account Management

The Benefit of Working With Patra

During their search for a suitable partner, AssuredPartners considered various options. Ultimately, Patra stood out for several reasons. The team at Patra demonstrated in-depth knowledge of eligibility and employee benefits, making them a trusted choice. Their expertise and commitment to excellence provided the assurance that AssuredPartners needed in order to confidently move forward with the partnership.


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.

About Patra

Patra is a leading provider of technology-enabled insurance outsourcing. 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 6,000 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.

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