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.
Patra works with some of the largest brokers and agencies in the world- and with small two and three employee shops. Our solutions are tailored to meet the unique needs of an agency, not a one-size-fits-all product. The insurance industry is heavily process-driven. Patra helps every type of insurance company ensure that processing is efficient, accurate and timely.
With the experience of onboarding over 280 customers, we have developed a thoughtful, organized, and sophisticated implementation program. Most of our customers have our services activated in 6-8 weeks, though pace is dictated by the individual client.
Yes, Patra has a library of best practice workflows for nearly every back-office insurance process. We work with your team to either tweak existing processes to make them more efficient, or we can suggest ways to entirely revamp your back-office workflows.
We offer a variety of services and always suggest beginning with the ones that will make the biggest difference to your business. Often, firms seek ways to immediately improve process efficiency and for a positive financial impact. Agencies, for example, find that policy checking, certificate issuance, and document download are the most effective processes to implement. These services instantly give your account staff more time in their day, allowing them to work to the top of their job descriptions.
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.
Depending on your needs, Patra can work on existing systems or deliver service support through our proprietary CRM and processing technology.
Patra’s innovative recruitment, hiring and management systems result in turnover rates significantly lower than the industry average.