Employee Benefits Support for your Business
Insurance is all we do. Patra is an industry-leading innovator and enabler that powers insurance processes through the optimized application of people and technology. We drive revenue growth, cost savings and value creation specifically for insurance organizations including agents, wholesalers, MGAs, and carriers. Our expertise will result in consistent and reliable results for your team, minimal re-work, faster realization of cost efficiencies, and aggressive growth.
Insurance Processing for your Employee Benefits Business
Patra delivers reduced risk, lower costs and streamlined integration without limitations to scalability or capacity by providing agencies specialized, process-specific options and standardized workflows.
As a Patra customer you can expect:
- Increased top-line revenue
- Standardized workflows
- Reduced staff workload
- Process efficiency and consistency
- Enhanced customer satisfaction
Small Account Solutions for Benefits Brokers
Patra understands the amount of time managing small groups can take from your staff. Let us extend your ability to address high volumes of small account leads so you can grow your books and maximize profits.
As a Patra customer you receive:
- Comprehensive account management
- Guaranteed profit margins
- Increased capacity for existing staff
- Proven account rounding and new business support
- Access to ThinkHR
Don’t just take our word for it.
Many customers are experiencing the power of Patra.
Learn more about how you can increase organizational efficiency
and grow your books.
Yes. Your accounts will always be your accounts. Your agency will hold the Broker of Record and all data will reside within your existing Agency Management System. Patra's licensed account managers will work as an extension of your team. All work is white labeled and configured to your agency brand, with no perceived change to the insured.