Patra Service Spotlight: Patra Assist

Virtual assistants for insurance organizations short on time and talent.

Patra service spotlight, break out of the back-office

Patra Assist is a virtual staffing service exclusively for insurance organizations. Patra recruits, onboards, and handles administrative related duties on behalf of our insurance clients. And then our insurance clients teach their new virtual staff members the tasks and areas they will be supporting.

Some of the feedback we get from our clients is literally, “I cannot live without my VA anymore”. It’s so fulfilling to see how we impact our clients and enable them to do what they need to do.

Talent shortages are pushing even top-performing insurance agencies to accomplish more with limited resources. To meet their business and operational goals without the overhead of hiring full-time staff, many agencies rely on Patra’s virtual assistants. Patra’s virtual assistants handle a range of insurance back-office and client support tasks, allowing agencies to concentrate on growth and enhancing policyholder value.

Related resources

Coworkers group photo

Virtual Assistant

It's time to reclaim team capacity.

Learn More
Patra Direct Contact Center woman working with a headset on

Patra Assist for Property and Casualty

Patra Assist is uniquely developed for insurance retail brokers to improve delivery & reduce operating costs

Learn More
Operators / customer service reps at work

Patra Assist for Employee Benefits

Customized, Flexible Solutions to Elevate the Customer Experience.

Learn More
Sidle Insurance & Risk Management Doubles Down on Virtual Assistants

Sidle Insurance Doubles Down on Virtual Assistants

"Our policyholder retention improved, and new business numbers improved as well."

Learn Why
 

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.