Achieving Desired Results
About USI Holdings Corporation
Type of Business:
Retail Agency
The Challenge
The Solution
- Certificate Issuance
- Policy Checking
- Direct Bill Reconciliation
- Claims Data Entry
- Employee Benefits Services
- Loss Run Ordering
- Returned Mail
- Quote Preparation
- Data Entry Special Projects
- Indexing
- Printing and Mailing Services
- Select P&C Services
Enabling Growth
Patra allows USI to manage growth without adding staff or asking existing staff to take on larger workloads. Account managers now focus on customer relationships, retention and service, and as a result, USI has seen growth with existing clients through account rounding, cross-selling and higher retention rates.
Supporting Time Management
Patra specializes in providing tailored services to insurance brokerages, ensuring solutions are specific to established business processes. This gives USI account managers the ability to plan their days with confidence, knowing that work will be done on time and with reduced errors.
Delivering Quality and Security
USI values Patra’s E&O coverage and U.S.-based quality assurance team, which reduce their exposure to risk. Patra’s dedicated USI Process Executives work in three shifts, providing 24-hour support, and allowing USI account managers to see work in real-time, over a secure network.
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.
