Improve Client Retention & Boost Profitability
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Integrated support
Grow accounts
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.
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.
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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.