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While, small account books of business can lead to opportunities for insurance agencies to land larger, more profitable clients, managing small accounts poses many challenges. Delivering low profit margins, small account consume time, resources and skilled service teams, hampering the ability to service higher revenue generating accounts. Patra’s licensed account managers will seamlessly integrate within your organization to efficiently manage and grow your small business book, allowing you to focus on serving larger accounts. Our managed service model provides a variety of options to address commercial lines, personal lines, or employee benefits.

And we generate a guaranteed return on commission to help increase small account margins, all while operating as an extension of your team, white label to your agency. Patra’s proven model generates increased insured retention rates, providing you the opportunity to develop deeper relationships while increasing client satisfaction. Your journey into the future of insurance starts now.

Patra Service Explainer: Small account solutions

Patra’s licensed Account Managers will integrate seamlessly within your organization to efficiently manage and grow your small business book.

Patra’s licensed account managers will seamlessly integrate within your organization to efficiently manage and grow your small business book, allowing you to focus on serving larger accounts. Our managed service model provides a variety of options to address commercial lines, personal lines, or employee benefits.

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Small accounts management

Choose Patra Select, our small accounts management services platform

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About Patra

Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,500 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.