Category > Account Management

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 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 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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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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The Key to Successful Implementations

April 03 2013

As an implementation manager for Patra, I’ve implemented more than 14 different services for over 10 clients over the last 3 years. While every implementation is unique, there are a number of challenges that all agencies face when adding Patra services. Some are organizational, some are personal. One blog post can’t address…

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