Say hello to your virtual small accounts team.
The Patra Select team seamlessly integrates with your agency to efficiently manage and grow your books of small business. Our managed service model provides a variety of options to address commercial lines, personal lines, or employee benefits. Your team can spend more time focusing on key accounts and agency relationships without sacrificing the service levels your customers expect.
Get a Guaranteed Return on Commission
Patra Select generates a guaranteed return on commission. That means increased margins on your books of small business. The Patra model generates increased insured retention rates and enables more relationship development while significantly increasing client satisfaction.
Aggressively Grow Your Small Accounts
Patra Select extends your ability to address growing small account books without hampering your ability to service key agency accounts. Depending on your specific needs, we can provide you with agency-branded technologies and strong carrier relationships or work with your existing tools to ensure real-time, comprehensive quotes of standard and non-standard business.
Integrate Support, All Behind the Scenes
Patra Select is invisible to your insureds— our staff integrates to your agency systems to work through your company’s branded telephone greetings and email domains. In addition to your dedicated Patra Select team, we'll assign secondary and tertiary staff support to cover emergencies, vacations and other PTO, ensuring no disruption to your customers.
Raising the Bar For Our Partners in the Insurance Industry
Don’t just take our word for it.
Many customers are experiencing the power of Patra.
Still have questions?
We’ve answered the questions we get most often regarding Patra Select.
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.
Let us show you how Patra Select can make a difference.
With Patra Select, you’ll be confident that your small accounts are well-managed, rounded out and profitable. But why else should you choose Patra? Let us count the ways.
- Patra Select is backed by the most agency-friendly E&O coverage in the industry.
- Patra services are designed to maintain and enhance your agency’s reputation, service levels and brand presence.
- Guaranteed profitability, allowing agency staff to focus on core business relationships.