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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 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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Patras MGA and Wholesale Services

February 28 2014

Patra’s reputation within the retail agency marketplace is as an effective processing partner that can allow retail agencies to be more flexible, agile and competitive. It’s always nice to hear from clients that we’ve improved their back-office, whether it’s by reducing workload on staff, improving client relationships or simply making the agency run smoother.

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Doing What Matters, Part 2

January 17 2012

Last Thursday, I faced a dilemma: I wanted to build a bookcase after work. Unfortunately, when I left that morning, I realized that there wasn’t any dog food in the house, so I’d have to stop at the pet store after work and wouldn’t have time to build the bookcase.

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Doing What Matters

January 10 2012

Our industry is changing faster than ever. Regulation and legislation shift constantly. Clients and carriers ask agents to do more with less. Increased competition puts a premium on not just client acquisition, but on retention. The pace of acquisitions and mergers places pressure on agencies of all types, especially those…

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Why a Race Car?

January 01 2012

What is The RedLine? Simply enough, it is Patra’s new blog focused on sharing insights, thoughts and management anecdotes that might help an agency get the most out of their back office through outsourcing and managed services. We’ve named it The RedLine to reference that point at which an engine is working…

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