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. Patra team members will work within your existing agency management system to service your accounts. And don’t worry, transferring accounts back to the agency is as easy as recoding in your agency management system. Depending on your specific needs, you have options when you configure your Patra engagement for either P&C or Benefits: you can remain Broker of Record or have Patra become the Broker. Your agency goals will determine which option meets your needs. No matter which option is right for you, moving an account back to agency management is simple.
