Superior, flexible, and innovative contact center coverage
Patra’s contact center insurance outsourcing solution, Patra Direct, provides complete customer experience support through omni-channel communication tools like voice, chat, text, email and white mail. Our trained professionals manage each customer contact center with expertise and ensure your brand is delivered with the highest quality standard.
My name is Jeanine Weber, and I am the director of Patra Direct and Assist.
So we partner with our clients to provide contact center work for them as an extension to their company. We are either a standalone, like we handle all of their contact center work, or we partner with them to provide additional support.
What we do is we have licensed agents, and those licensed agents sell policies to our clients’ customers. It’s all property and casualty insurance, so they provide additional support there for selling policies and making sure that they can contribute to the client’s growth.
The pain points are usually they [organizations] don’t have enough people to answer the phone calls. We come in and we provide that support: We’re able to answer the phone calls, let them [clients] potentially meet or exceed their service level expectations where before they’re abandoning too many calls, or they’re not able to answer the calls quick enough.
So one specific customer we had, they came to us and they wanted us to set up their call center. So we worked with them with all of our best practices on how many people needed to be staffed, what resources they need, what phone system they needed. They were a startup company and we came in and we were able to consult with them and work with their leadership to set up a call center, that handled business for them.
Let us do the work. Let us hire the people. Let us put the people in place. Let us manage your teams so you can concentrate on the bigger things like making sure that your business runs smoothly.
Policy Owner Service
Patra can serve as an extension to an existing operation or build a stand-alone operation as required for areas including payment processing for new, renewal and endorsement premiums, or tele-underwriting.
FNOL/Claims Support
Patra is equipped to manage all facets of the claims experience such as first notice of loss, claim data input, and file management.
Technology
Patra is “system agnostic” which enables us to deliver processing solutions by utilizing existing customer systems.
- Chat/chatbots
- Click to call
- Social media monitoring
- Digitization at the source
- Website analytics
Workflow Capabilities
All Patra Direct services are provided by licensed agents holding the appropriate licensing and possessing the necessary insurance expertise and customer service knowledge.
- Upgrade at issue
- Cross-sell & up-sell
- Customer service
- Endorsement processing & distribution
- Policy owner retention
- Lead qualification
- Premium processing
- Claims support
An exceptional team of insurance experts to represent your brand
Patra’s model makes it easy for you to integrate omni-channel support, and help scale with as few as two or as many as 200 seats.
Patra leverages its national network of insurance professionals to bring in top talent. Patra can provide an exceptional team to represent your brand and products.
Maintaining a positive customer experience is difficult. This is especially true given the unique challenges associated with managing contact centers within the insurance industry. Issues related to staffing, technology, and turnover can each have a significant impact on your revenue, margins and customer experience. Patra supports many aspects of the customer experience and provides you with highly trained and experienced insurance staff who deliver trackable performance metrics and reporting.
Our knowledge of direct to consumer marketing coupled with our insurance expertise allows us to support any of your products, divisions or services. With a proven track record handling over 2 million customer contacts each year exclusively within the insurance industry, Patra deploys omni-channel white labeled communication tools while working within your organization’s systems. Whether inbound or outbound, Patra supports your customer contact centers to deliver your outstanding brand experience. Your journey into the future of insurance starts now.
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Patra sells and services all lines of insurance products
- Commercial package/BOP
- General liability
- Workers’ compensation
- Commercial property
- Commercial auto
- E&O
- D&O
- EPL
- Excess/umbrella
- Cyber liability
- Surety
- Auto
- Homeowners
- Motorcycle
- Renters
- Umbrella
- RV
- Marine
Explore Patra's Suite of Solutions.
From tech-enabled back-office processing teams, to dedicated experts performing staffing assistant services, to Patra account managers servicing a book of small business on your behalf, to complete management of your virtual print and mail room, Patra has the solutions that help you drive growth, profit, and value.
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Certificates
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Policies
- Endorsements
- Direct Bill Letters
- Claims Acknowledgement Letters
- Auto ID Cards
- Audit Letters
- Claims
- Acknowledgement Letters
- Marketing Collateral
- Employee Benefits Documents
- Upcoming Renewals
- Benefits Guides
- Compliance Documents
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral
Direct Bill Reconciliation Direct Bill Posting Commission Posting
Agency Bill
Premium Payables (aka Fiduciary Payables) Cash Application Premium Finance Posting Lock-Box, ACH, eCheck, Credit Cards, etc. Trust Account Reconciliation AR Tracking
- Policy Declarations
- Notices of Cancellation
- Notices of Renewal/Non-Renewal
- Endorsements
- Billing Statements (including audits statements)
- Renewal Declarations
- Auto ID Cards
- Audit Letters
- Risk or Loss Control Letters and/or Reports
- Statement of Values
- Employee Benefits Documents
- Equipment Lists
- Invoices
- Commission Statements
- Claims acknowledgement letters
- Auto ID Cards
- Marketing Collateral