Patra service spotlight, Patra OnDemand
Hi, my name is Trish Rosenstangel. I am the senior director of Patra’s On Demand team for retail agencies.
Some agencies get into a mind set of “this is we’ve done it for years” and they don’t look outside of that. And what Patra’s client consultants on my team bring is bring years of experience and best practices and doing things efficiently. We do a standard operating procedure and so everybody does it the same. Unlike maybe in the office, every account manager or every servicer might be doing things differently, we’re working efficiently.
And on the On Demand side they’re usually starting with one to two services and so the services are really helping them to manage their business, taking the workload off of the people who work at the insurance carriers or or the brokers and being able to offload that work to Patra.
In the OnDemand service model, we are their day to day, contacts or servicers. We work with the offshore teams to get their services up and running and flowing. If they have issues, they’re coming to us. We’re really that day to day contact to make their service run smoothly and efficiently.
We’ve found clients are able to go back to building their client relationships because they’re not focused on insurance processing tasks. They’re able to go and they’re have a career path and move up within their agencies or their carriers because they can now focus on the bigger things they need to be doing.
Patra’s processing experts and consultants address specific workload needs to improve efficiency, increase productivity and grow top-line revenue.
About Patra
Patra is a leading provider of technology-enabled outsourcing services and software solutions to the insurance industry. 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/brokerages, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.
