Category > Outsourcing

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 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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What to Expect at a Follow up Visit

July 14 2013

An implementation of Patra services doesn’t end when the Client Service Manager leaves your office.  In fact, it’s only just beginning.  In the days, weeks and months that follow the initial engagement, both Patra and the agency are learning workflows, processes, systems and personalities. This is the foundation on which the partnership is…

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What to Ask Your Agency and Yourself Before Outsourcing

June 04 2013

At some point in its growth, every company evaluates whether they’d be better off performing a function on their own or utilizing a partner to either assist or take it completely off their plate. These days, there are a seemingly endless variety of technology, staffing and management tools available for today’s agency…

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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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How Agencies Drive Innovation

January 24 2012

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.

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