Workflow optimization for Managing General Agents (MGAs)

Maximum efficiency, while maintaining service excellence

Strengthen customer, carrier, and broker relationships

Implement automation and workflow efficiency.

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 services support the entire insurance lifecycle from pre-binding to renewal.

Insurance Processing

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.

Contact Center

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.

Virtual Staffing

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.

A Dedicated Strategic Partnership

Understanding the complexity of the specialty insurance market, Patra addresses the entire policy life cycle by applying six sigma and business process consulting to identify process and service improvements, deploying best practices and providing industry expertise across a broad continuum of services, including underwriting, sales, servicing, billing, data management, and claims.

Whether you are a retail broker, wholesaler, MGA or Carrier, we have developed an operational excellence model focused on delivering optimal out for our clients across the insurance industry.

Our integrated team of global experts help our clients transform their operational value chain with real measurable results in improved ROI, enhanced service and quality, cost reductions, and risk mitigation.

This requires a consistent effort to continuously learn, evaluate, and identify areas for operational improvements and efficiency within all facets of our client service delivery model.

At Patra, we take a systematic approach to process improvement. Identifying process refinement as a critical step towards operational efficiency.

We implement lean based practices and leverage to fileable tools that evaluate all the unique variables and nuances within the insurance processing workflow using a lift and load method.

We lift our client’s processing workflows and load them into Patra’s operational improvement cycle applying six Sigma methodologies we compare and analyze each step within our client’s workflow to diagnose waste, variability, and inefficient see. We then redesigned the workflow to implement best practices and deliver outputs that optimize our client’s operational value chain.

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Patra is here to help

Patra is here to help

Patra is available to all markets and uses our collective experience to streamline your business models!