All case studies
Case study

AssuredPartners taps Patra for eligibility processing

Streamlined eligibility processing freed account teams to focus on strategic client work.

What we accomplished
Improved
Operational efficiency
Centralized
Process consistency
Improved
Client satisfaction
More time
For strategic initiatives

About AssuredPartners

AssuredPartners is one of the fastest-growing insurance brokers in the U.S., exceeding $2 billion in revenue since founding in 2011, and ranked the 11th-largest broker in the country by Business Insurance.

The challenge

AssuredPartners brought together multiple agencies across the Chicagoland area through M&A. To streamline operations and free account teams for strategic work, they needed a reliable partner to handle eligibility processing.

The solution

Patra stood out for its in-depth knowledge of eligibility and employee benefits work, giving AssuredPartners the confidence to move forward with the partnership.

The results

With eligibility processing now handled by Patra, AssuredPartners' account management teams have more time for strategic client initiatives, improving overall efficiency and client service. Integration into existing operations was smooth, with successful collaboration between both organizations.

Explore more client success stories

All case studies