Blog

Introducing Patra Benefits

March 06 2017

Meet Jessica Casteel, Director of Patra Benefits, and learn how her she's impacting the employee benefits space by helping benefits agencies better serve their customers. 

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Non-Retail Service Spotlight - Submissions

February 17 2017

Does submission clearing consume a lot of your underwriter's time? Do you use temps or support staff during peak periods? Learn how Patra can help.

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Patra Employee Profile of Tonya Dowell

February 01 2017

Meet Patra Lead Client Consultant, Tonya Dowell. We interviewed her to shed more light on her role and why she's so proud to work for Patra.

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Retail Service Spotlight - Loss Runs

January 17 2017

Whether you're pulling loss runs in preparation for a renewal, claims review or unit stat, servicing issues can arise if a busy rep forgets to order them or has to scramble to get them on a tight deadline. With Patra, pulling loss runs is one less thing for your staff to…

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Patra’s Small Accounts Managed Service

December 15 2016

Patra's Small Accounts Managed Service (SAMS) is the latest evolution of outsourced services for the insurance agency industry. SAMS delivers profitable small accounts, minimizes over-allocation of resources and provides customers the high level of service they expect from their agency.

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Supporting Underwriters

May 25 2016

Underwriting assistants are unsung heroes within many insurance organizations. The best UAs don’t simply enhance customer service, follow-up on vital tasks and help the underwriting department run smoothly. The best UAs, with training and experience, will eventually move into the underwriter role and provide even greater value to the organization.

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Patra Employee Profile of Bobbie Fernandez

May 23 2016

My role is to manage a book on behalf of my client. When I answer the phone, I use the agency’s greeting so the customer experience I provide is consistent with the other account managers in the agency. Insureds receive emails from me through the agency’s system and all of my work is…

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Service Spotlight: Document Retrieval with Jill Barry-Cowan

May 22 2016

Document retrieval is a Patra service in which our team in India will retrieve time-sensitive documents from carrier websites. Here’s how it works: The agency will provide the Patra team a download sheet, expiration report, or other relevant list of documents so that the team knows which documents to pull (download) from…

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Patra Featured in Rough Notes Magazine

February 24 2016

We are so proud to have been featured in the October 2015 edition of Rough Notes magazine!

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Patra Employee Profile of Elizabeth McCormick

February 23 2016

I’ve been with Patra for almost six years. I started as a client consultant and I still handle a full plate of clients, but I’ve moved into a role of Senior Manager, helping our veteran client consultants and mentoring the newer staff. It was a natural progression. I also manage most of Patra’s…

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Patra Opens Third India Location

September 24 2015

We are very pleased to announce the opening of our third India location! The new office is in the center of Raipur, capital city of Chhattisgarh. Raipur is about 250 miles northwest of our Vizag facility. The official opening was September 24, 2015 (our evening of the 23rd), which was…

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Patra Adds Claims Service Processing Capabilities

May 04 2015

Agencies set themselves apart through service, and this is never as true as when an insured files a claim. The attention and care received by an insured when filing a claim creates a lasting impression, an impression that could mean the difference between retaining and losing a client.

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MGAs and Program Administrators Find Success With Patra

April 27 2015
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Meet the Client Consultants of Patra

April 06 2015

If you look closely, you may notice that many on Patra’s account service staff have undergone a title change. Effective April of 2015, Patra made the decision to unite the team under the title of Client Consultant. The change was made to better reflect the full capabilities of the Client Services team.

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Meet Your Patra India Team!

March 12 2015

For more than 10 years, Patra’s model has revolved around providing our clients dedicated teams of experienced onshore Client Consultants and smart, capable India-based process executives. It’s been the key to our success and we’ll stick with it.

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