Policy checking is an onerous process consuming your agency’s time and money – yet a vital one that can lead to serious E&O claims and backlogs when pushed to the back of a to-do list. This leaves agencies challenged with having to prioritize between customer-facing support or dedicating time to checking policies.
A simple, flexible solution to maximize your organization’s profitability. Patra Assist is uniquely developed for insurance retail brokers to improve service delivery and reduce operating…
