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Resource Library/Data Sheets/Insurance Processing for Small to Mid-Sized Brokers

Insurance Processing for Small to Mid-Sized Brokers


Patra Assist
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A simple, flexible solution to maximize your small to mid-sized organization's profitability.

Patra Assist is uniquely developed for small to mid-sized insurance retail brokers to improve service delivery and reduce operating costs. Our scalable solution is designed to grow with your business - arming your service team with dedicated customer service representatives (CSRs) that streamline insurance processes and transactional functions to reduce staff strain and elevate the customer experience.

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