Property & Casualty Solutions for any Agency
P&C insurance is at the heart of most growing agencies. It's complex, requiring knowledge, attention to detail and experience. Patra's P&C solutions deliver consistent and reliable results, cost efficiency and process optimization. Agencies focused on growth choose Patra to power their processing.
Insurance Processing that Drives Value
Maximizing organizational value is vital to any organization. Patra's experienced insurance professionals reduce your staff's workload, improving efficiency, increasing productivity and growing top-line revenue.
Patra-powered agencies realize:
- Increased top-line revenue
- Standardized workflows
- Reduced staff workload
- Process efficiency and consistency
- Enhanced customer satisfaction
Small Account Solutions for Growth
Successful management of small business accounts is often the difference between high and low growth agencies. Patra's flexible Select model provides options for your P&C books, both personal and commercial lines.
Patra Select customers receive:
- Comprehensive account management
- Guaranteed profit margins
- Increased capacity for existing staff
- Proven account rounding and new business support
- Complete control over all accounts
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.