Patra Service Spotlight: Patra Direct

Bolster your brand's experience with one of Patra's 200 licensed insurance agents.

Patra service spotlight, how it works

My name is Jeanine Weber, and I am the director of Patra Direct.

We partner with insurance organizations to provide contact center work as an extension to their company. We are either a standalone, we handle all of their contact center work, or we partner with them to provide additional support.

We have licensed insurance agents sell policies to our insurance clients’ customers. It’s all property and casualty insurance, so they provide additional support there for selling policies and making sure that they can contribute to the client’s growth.

We’re able to answer phone calls, let clients potentially meet or exceed their service level expectations where before they’re abandoning too many calls, or they’re not able to answer the calls quick enough.

One customer came to us and they wanted us to set up their call center. We worked with them with all of our best practices on how many people needed to be staffed, what resources they need, what phone system they needed. They were a startup company and we were able to consult with them and work with their leadership to set up a call center.

This is a flexible, end-to-end service that deploys omni-channel communication tools to support every part of the customer experience.

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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.