Patra Select: A comprehensive solution for insurance agencies
Patra Select is a tailored solution designed to help insurance agencies efficiently manage and grow their small business accounts. By seamlessly integrating with your existing operations, Patra combines its proven service delivery model with your agency’s unique approach, shared technology infrastructures, and its proprietary digital platform. This managed service model offers flexible options for commercial lines, personal lines, and employee benefits, ensuring your agency’s specific needs are met.
With Patra’s white-labeled Select solution, your insureds experience seamless service that remains invisible to them. This allows your team to focus on nurturing key accounts and agency relationships without compromising the high level of service your customers expect.
I’m the director of Patra Select. This service is a customer service offering to various agents across the United States. We partner with your local agents, some national brokers, and we provide the customer service.
We’re a select book of business or set of accounts that they’ve carved out for us to handle. It is different in that we are an all inclusive service offering. So when someone partners with Patra, we are taking all of those service items from them. So it is beginning to end, we’re handling all the customer service and renewals and anything inside that book.
We have the licensed account managers that handle the book, and it allows agencies to better utilize their internal teams. So they can start handling bigger accounts, maybe those accounts that bring in more revenue.
We also can help bring them margin on that small book of business. Our focus is retention, so we help them retain the accounts in that space.
One of our current customers, we started very small with them in a local region and over the years, we’ve continued to grow with them as they identify accounts for us, but also by them increasing their threshold. So we are becoming a bigger presence in their small business space and really becoming that solution for them.
One of the benefits agencies experience is increased capacity. They can retain all of their current staffing, all of their agents, and we come in as an extension of their internal team.
Struggling to grow your business?
Patra Select helps insurance agencies scale efficiently by managing small business accounts through a tailored, white-labeled service model. We integrate seamlessly with your operations so your team can focus on growth, not admin tasks.
Key benefits of Patra Select
Our account management solutions simplify these complexities by integrating with your operations. We streamline workflows, reduce administrative tasks, and let your team focus on growth. From handling the renewal process and servicing requests, our tailored services ensure accuracy and consistency. With our expertise, you can enhance client satisfaction, improve efficiency, and drive sustainable growth.
Retain broker of record
Patra Select ensures you retain your Broker of Record, safeguarding your agency’s relationships and revenue streams. By focusing on operational management and growth strategies, Patra helps you maintain strong client relationships while driving business success.Effortless earnings
We manage all day-to-day operations so you can be completely hands off - and still receive consistent commission payments. The Patra model enables more relationship development while significantly increasing client satisfaction.Staffing and overhead relief
Reduce corporate overhead and staffing challenges by reallocating resources to higher-value initiatives. Patra’s scalable model supports growth strategies, enabling your team to focus on operational management and business success without overburdening resources.Contingency bonus retainment
Maintain contingency bonuses while ensuring your agency’s operations remain efficient and profitable. Patra’s approach integrates small business management with proven growth strategies to maximize your agency’s potential.Scalable growth
Patra Select empowers your agency to address growing small books of business while maintaining strong carrier relationships and servicing key accounts. By combining operational management with growth strategies, Patra ensures your agency is positioned for long-term success.
Seamless integration and support
Integrated support for your agency
Patra’s small accounts management team integrates directly with your agency’s systems, working through your branded telephone greetings and email domains. This ensures a seamless experience for your insureds. Secondary and tertiary staff support is also provided to cover emergencies, vacations, and other PTO, ensuring uninterrupted service and operational management excellence.
Tools for growth
Patra integrates with your existing tools to provide real-time, comprehensive quotes for both standard and non-standard business. This ensures your agency can efficiently manage growing accounts while implementing effective growth strategies.
Dedicated team structure
Patra Select provides a specialized global team to ensure your agency’s success through operational management and small business growth. Our dedicated team structure ensures every client receives focused attention and seamless service. Guided by experienced leadership, our teams work collaboratively across operations, service, and compliance to deliver efficient, accurate and reliable support. From onboarding to ongoing management, our goal is to deliver an exceptional experience at every stage of the client journey.
Dedicated team structure
Patra Select provides a specialized global team to ensure your agency’s success through operational management and small business growth. Our dedicated team structure ensures every client receives focused attention and seamless service. Guided by experienced leadership, our teams work collaboratively across operations, service, and compliance to deliver efficient, accurate and reliable support. From onboarding to ongoing management, our goal is to deliver an exceptional experience at every stage of the client journey.
Agency-specific customization
Patra Select tailors its services to your agency’s unique needs, ensuring alignment with your growth strategies and operational management goals:
Utilizes client procedure manual, and LMS to ensure proper training. Incorporate industry best practices into Patra SOP’s for consistency and efficiency.
Includes Patra account managers in internal distribution groups and agency calls to stay updated on carrier and process changes.
Provides agency carrier credentials and premium financing access to the Patra team for seamless integration.
Builds rapport with internal staff through pre-launch calls, and maintains collaborative communications throughout the lifetime of the partnership to ensure operational success.
Is staffing slowing down your agency’s success?
Patra relieves staffing and overhead burdens by providing a dedicated team structure and scalable support. Our experts handle renewals, endorsements, and client communications—so your internal team can focus on high-value initiatives.
PatraOne: Secure, scalable solutions for modern insurance operations
Security and compliance: Your data is our priority
Patra prioritizes the security, integrity, and confidentiality of your data with industry-leading measures:
- Certifications: SOC 2 Type 2 and ISO/IEC 27001:2022 certified.
- End-to-end security: Secure connections between remote and on-premise systems.
- Network security: Employee functionality is limited to the Patra environment.
- Advanced security tools: Includes Sophos, Crowdstrike Falcon, VPN with AES256 encryption, and more.
- Data protection: Features like single sign-on, data loss prevention, and encrypted hard drives ensure your data remains secure.
PatraOne: Secure, scalable solutions for modern insurance operations
PatraOne is a unified digital platform that automates and optimizes insurance operations using AI, cloud, and workflow technologies. With enterprise-grade security and compliance certifications, Patra safeguards your data while enhancing operational efficiency. Its OnDemand Accounting services streamline financial tasks and reporting, freeing teams to focus on growth. Patra Select offers tailored support to help agencies overcome challenges, improve performance, and strengthen client relationships—all within a secure, scalable ecosystem.
PatraOne is a service-oriented digital platform that integrates AI, cloud, data, and workflow technologies to automate and optimize critical insurance functions. This platform enhances efficiency and accuracy across your agency’s operations, supporting small business management and growth strategies.
Security and compliance: Your data is our priority
Patra prioritizes the security, integrity, and confidentiality of your data with industry-leading measures:
- Certifications: SOC 2 Type 2 and ISO/IEC 27001:2022 certified.
- End-to-end security: Secure connections between remote and on-premise systems.
- Network security: Employee functionality is limited to the Patra environment.
- Advanced security tools: Includes Sophos, Crowdstrike Falcon, VPN with AES256 encryption, and more.
- Data protection: Features like single sign-on, data loss prevention, and encrypted hard drives ensure your data remains secure.
Patra’s OnDemand Accounting services improve control measures, expedite reporting, and empower your accounting and compliance teams. These services are designed to handle the meticulous details of accounting and compliance, freeing your team to focus on growth strategies and operational management.
Transform your business: Comprehensive accounting services
Patra’s dedicated specialists operate as an extension of your team, securely managing workflows within your agency’s systems. Services include:
- Invoicing and indexing
- Payment processing and data entry
- Direct bill reconciliation and posting
- Commission posting
- Premium payables (fiduciary payables)
- Accounts receivable tracking
- Trust account reconciliation
- Cash application
- Premium finance posting
- Lock-box, ACH, eCheck, and credit card processing
Empower your agency with Patra Select
Patra Select is more than a service—it’s a partnership designed to help your agency overcome challenges, streamline operations, and achieve sustainable growth. By combining growth strategies, operational management, and small business management, Patra Select empowers your agency to focus on what matters most: growing your business and strengthening client relationships.
Frequently asked questions
Patra Select is a tailored solution designed to help insurance agencies efficiently manage and grow their small business accounts. It integrates seamlessly with existing operations, combining Patra’s proven service delivery model, shared technology infrastructures, and proprietary digital platform. This solution offers flexible options for commercial lines, personal lines, and employee benefits, enabling agencies to streamline operations, retain key accounts, and focus on growth.
Patra Select supports scalable growth by enabling agencies to manage growing small books of business while maintaining strong carrier relationships. Its tools provide real-time, comprehensive quotes for standard and non-standard business, ensuring efficient account management without compromising service quality. Additionally, its scalable model reduces staffing challenges and supports new business growth.
Patra Select offers a dedicated team to ensure agency success, including:
- Director: Oversees onboarding and operations
- Senior manager: Manages daily operations and escalations
- Manager: Ensures service standards for tasks and renewals
- Client support specialist: Resolves technical issues and facilitates processes
- Compliance & quality specialist: Conducts audits and identifies risks
- Account manager: Manages client services and renewals
- International team: Handles renewals, endorsements, and certificates
Patra prioritizes data security with industry-leading measures, including SOC 2 Type 2 and ISO/IEC 27001:2022 certifications. It ensures end-to-end security with tools like Sophos, Crowdstrike Falcon, VPN with AES256 encryption, and data loss prevention systems. Features like single sign-on, encrypted hard drives, and restricted employee functionality further safeguard agency data.
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Losing contingency bonuses or broker of record status?
Patra Select safeguards your revenue streams by ensuring operational excellence and client satisfaction. Our model helps retain bonuses and broker relationships while driving profitability and retention.