The Patra methodology, implementation experience
My name is Jacqueline Eldridge.
I’m one of the managers with Patra’s implementation team. Patra’s implementation consultants connect with our insurance clients, help build processes and help put those processes in place.
It’s really important for new clients to come into the conversation with an understanding of their pain points. Our implementation experts like to dig a little deeper to ensure what we’re putting in place is going to maximize capacity and serve the insurance organization’s team as best we can.
In the implementation time frame, we’re focusing on accessing client systems, building processes, installation and client team training. It’s an incredible difference each time a service goes live, and seeing how a client’s capacity expands.
Patra delivers a best-in-class implementation experience by acting as a strategic advisor, recognizing that each insurance practice has unique needs. With insights from over 800 implementations, our seasoned consultants blend industry best practices with customized solutions tailored to varying operational maturity levels. Patra’s secure, scalable implementation processes simplify the adoption of technology and outsourcing services, accelerating ROI and helping insurance organizations sidestep common challenges.
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.
