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.
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.
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.
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.
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…
In 2005, outsourcing meant only one thing to insurance agencies – augmenting staff with onshore or overseas personnel. In the years since, outsourcing options have evolved to serve a much broader range of agency needs, from scalability and cost to addressing entire business functions that were previously unprofitable.
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.
A quick guide to help you make your outsourcing assessment.