Small Account Solutions

While, small account books of business can lead to opportunities for insurance agencies to land larger, more profitable clients, managing small accounts poses many challenges. Delivering low profit margins, small account consume time, resources and skilled service teams, hampering the ability to service higher revenue generating accounts. Patra’s licensed account managers will seamlessly integrate within your organization to efficiently manage and grow your small business book, allowing you to focus on serving larger accounts. Our managed service model provides a variety of options to address commercial lines, personal lines, or employee benefits.

And we generate a guaranteed return on commission to help increase small account margins, all while operating as an extension of your team, white label to your agency. Patra’s proven model generates increased insured retention rates, providing you the opportunity to develop deeper relationships while increasing client satisfaction. Your journey into the future of insurance starts now.

Video: Small Account Solutions

Patra’s licensed Account Managers will integrate seamlessly within your organization to efficiently manage and grow your small business book, all while operating as an extension of your team, white-labeled to your agency.

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Small Accounts Management

Boost profitability and improve client retention with Patra Select

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Small Account Solutions for Employee Benefits

Patra’s small group solutions extend your ability to address a high volume of incoming small account leads withou...

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Small Account Solutions for Property and Casualty

Patra seamlessly integrates with your agency to manage and aggressively grow your books of small businesses..

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Contact Patra today!

Contact Patra today!

Let's talk about what Patra’s technology driven services can do for your business productivity and customer experience.
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