Strengthen customer, carrier, and broker relationships
Brokers and carriers demand more from Managing General Agents (MGAs), Managing General underwriters (MGUs), and program administrators (PAs); while insureds expect exceptional levels of service.
To remain competitive, it’s vital for MGAs, MGU’s, and PAs to combine complex and profitable underwriting services, while scaling client engagement. Patra integrates quality, timely services that help MGAs, MGUs and PAs differentiate themselves in the marketplace. Our technology-enabled insurance services help solve critical operational challenges focused on improving profit margins.
Solutions for MGAs, MGUs, and Program Administrators
Patra’s insurance processing solution, Patra OnDemand, helps clients address specific workload needs to improve efficiency, increase productivity and grow top-line revenue. From the simplest of tasks to requiring higher degrees of complexity, Patra provides seamless and timely turnaround.
Small Accounts Management
Patra’s managed service model, Patra Select, is a flexible, powerful tool to manage or grow small accounts, whether commercial, personal, or employee benefits.
Patra’s contact center solution, Patra Direct, provides omni-channel support and a high-performing team to deliver exceptional customer experience under your brand, through voice, chat, text, email and white mail.
Patra’s virtual staffing solution, Patra Assist, provides dedicated remote staff member(s) as an extension of your team to perform assistant-type services and operate within your brand, hours, systems, communications platforms, and workflows.
Print, Mail, and Virtual Mail
Patra’s full-service document fulfillment solution, Patra Document, manages millions of insurance documents each year, providing state-of-the-art print facilities, print, mail, and virtual mail outsourcing.