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I’m the director of Patra Select. This service is a customer service offering to various agents across the United States. We partner with your local agents, some national brokers, and we provide the customer service.

We’re a select book of business or set of accounts that they’ve carved out for us to handle. It is different in that we are an all inclusive service offering. So when someone partners with Patra, we are taking all of those service items from them. So it is beginning to end, we’re handling all the customer service and renewals and anything inside that book.

We have the licensed account managers that handle the book, and it allows agencies to better utilize their internal teams. So they can start handling bigger accounts, maybe those accounts that bring in more revenue.

We also can help bring them margin on that small book of business. Our focus is retention, so we help them retain the accounts in that space.

One of our current customers, we started very small with them in a local region and over the years, we’ve continued to grow with them as they identify accounts for us, but also by them increasing their threshold. So we are becoming a bigger presence in their small business space and really becoming that solution for them.

One of the benefits agencies experience is increased capacity. They can retain all of their current staffing, all of their agents, and we come in as an extension of their internal team.

Patra Service Spotlight: Patra Select

Unlock more value from small books of business.

This service helps insurance organizations better manage and grow books of small business. Our licensed account managers provide end-to-end account management services under your brand management systems. Patra offers a variety of options to address employee benefits, commercial lines, and personal lines.

Guranteed returns

Generates increased insured retention rates and enables more relationship development while significantly increasing client satisfaction.

Integrated support

Integrates into agency systems and and adopts agency-branded telephone greetings, email domains, and more.

Grow accounts

Maintain strong carrier relationships and address growing small books of business without hampering the ability to service key agency accounts.
Find Out More

Meet our featured expert

Breanna Lobdell
Sr Director of Patra Select

Residing in the great state of Montana, Breanna Lobdell been with Patra since 2016. Prior to joining Patra, Breanna spent time handling large construction risks with an independent agency in Tacoma, WA. Breanna has spent her career at Patra in our Select division, holding several different positions that gives her great insight into the servicing model and enables her to strategize on solutions with our customers to meet their business goals. She sees the value this unique service offering brings to the insurance industry.

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About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.