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Resource Library/Data Sheets/Patra Select Broker-of-Record Models for Employee Benefits

Patra Select Broker-of-Record Models for Employee Benefits


What do you want out of your small account book?

Are small accounts inefficient, unprofitable, and a distraction from your key accounts? Patra Select offers two solutions to service your employee benefits small accounts. You can remain the broker-of-record, or make Patra the broker-of-record - both options allow you to maximize profits and grow your books.

Download the data sheet to decide which option is best for you, then contact our business development team and learn how to get the most out of your small accounts.