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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.
Property & Casualty: when you configure your engagement for P&C, your agency with 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.
Employee Benefits: Depending on your specific needs, you have options when you configure your Patra engagement for 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.
Yes, in fact, Patra Select for small groups is one of our fastest growing service segments. As an agency, you will be able to provide better service to your insured groups while also being able to focus on key agency accounts when you deploy Patra Select services for Employee Benefits and/or P&C.
With the experience of onboarding over 280 agencies, we have developed a very thoughtful, organized, and sophisticated implementation program. We begin immediately by analyzing your book of small accounts and find that most customers have our services fully activated in 6-8 weeks, though pace is dictated by the individual agency.
Patra understands that every agency uniquely defines their small accounts. For some it means under $100, for others it means under $500, or for other it means under $10,000. We find it most common that agencies define their small accounts as under $2,500, but we can work with whatever you call small.
Patra will manage every aspect of servicing P&C accounts from helping you place business, to policy management, to renewals.
As a Patra Select customer you will be assigned a full time, dedicated account manager, with years of agency experience, to lead your team. This account manager will be intimately familiar with your customers, your book, and your systems. To ensure no gaps in coverage should your account manager be out of the office, we will also train and coordinate a backup who will cover all service needs during an absence.