Boost profitability and improve client retention with Patra Select
Retain and grow your small books of business
Leverage a dedicated virtual small account P&C and employee benefits management team
Our small accounts management solution, Patra Select, equips you with dedicated, P&C and benefits licensed account managers to manage and grow your books of small business. Patra Select provides A-Z account management servicing all under your brand management systems. Our small accounts management solution provides a variety of options to address commercial lines, personal lines, and/or employee benefits.
With Patra Select, your team can spend more time focusing on key accounts and agency relationships without sacrificing the service levels your customers expect.
Get a guaranteed return on commission on Small Accounts
Patra Select generates a guaranteed return on commission. That means increased margins on your books of small business. The Patra model generates increased insured retention rates and enables more relationship development while significantly increasing client satisfaction.
Aggressively grow your small accounts
Patra Select extends your ability to maintain strong carrier relationships and address growing small books of business without hampering your ability to service key agency accounts. Patra seamlessly integrates with your existing tools to ensure real-time, comprehensive quotes of standard and non-standard business.
Integrate support, all behind the scenes
Patra Select is invisible to your insureds— our small accounts management team integrates to your agency systems to work through your company’s branded telephone greetings and email domains. In addition to your dedicated Patra Select team, we’ll assign secondary and tertiary staff support to cover emergencies, vacations and other PTO, ensuring no disruption to your customers.
Get the most value out of your small accounts
Successful management of small business accounts is often the difference between high and low growth agencies.
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Services Insurance Processing
Accelerate your insurance processing with an outsourcing partner who truly knows your business.
Based on your selection of the market , the following data has been preselected to accomodate your needs. However, you may still choose from any of the marketing segments and service lines shown.
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.
Patra's Virtual Staffing solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.
Patra's Virtual Staffing solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.
Patra's Virtual Staffing solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.
Patra's Virtual Staffing solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Patra OnDemand delivers insurance solutions for property & casualty, employee benefits, and business administration processing. Providing 24/7 support, process executives ensure client SLAs are met. Through our PatraOne platform, automation and digitization are applied to reduce operational waste and errors, resulting in 99% accuracy and 120% net-new retention. With market leading indemnity protection, clients trust Patra with their business.
Patra's Small Accounts Management solution (Patra Select) seamlessly integrates with your agency to efficiently manage and grow your P&C and EB books of small business while you retain your AOR (Agency of Record) status.
Patra's Virtual Staffing solution (Patra Assist) provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, management systems, communications platforms and workflows.
Patra's Contact Center solution (Patra Direct) provides end to end omni-channel customer support. Built for scale, Patra provides a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email, and white mail.
Patra's print, mail, and document processing solution (Patra Document) serves as your in-house mailing department, managing inbound and outbound correspondence, adding the capability to scan and input documents to your systems.
Virtual Mail
Retrieve returned and forwarded mail, batch and scan documents to preferred system, index, and follow and generate tasks customized to your document management workflows.
Print
State of the art printing facility for quality printing scalable for day to day or peak production volume.
Document Management
Mailed and Printed documents can be attached to your preferred systems and follow your customized document management workflows.
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking
Vendor PayablesExpense Report Validation and ProcessingBank ReconciliationOther Account Reconciliation (e.g., Balance Sheet)Indexing Incoming Invoices and StatementsReporting (Pulling AP Aging reports, etc.)
Direct Bill Direct Bill ReconciliationDirect Bill PostingCommission Posting
Agency Bill Premium Payables (aka Fiduciary Payables)Cash Application Premium Finance PostingLock-Box, ACH, eCheck, Credit Cards, etc.Trust Account ReconciliationAR Tracking