Archive

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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