Patra Insurance Insights

Patra’s New Website: Updated Look, Sharper Focus

Jul 29, 2019 5:30:54 PM / by Patra Corporation

If you’re reading this, you’ve probably noticed Patra’s new look and feel. As everyone in our industry understands, the insurance marketplace is ever-changing with new technologies, products and regulations that affect us all. In April of 2019, we launched our new website and made a strategic shift to reflect the change our customers are experiencing each and every day. But what you see on the site is only part of the story—we’d like to take this opportunity to give some more context to fill between the lines.

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Patra Expands Patra Academy and Partners with MSEP

Feb 4, 2019 1:35:00 PM / by Patra Corporation

Training Initiatives and National Collaboration Provide an Innovative Approach to Talent Recruiting

Pictured above is Patra's newest class of Academy graduates in Clarksville, TN

True to it's innovative culture, Patra continues to expand Patra Academy, a program developed to meet internal hiring needs and address the talent shortage our industry is currently facing. Developed to expand the pool of talented insurance professionals through recruitment and formal training, Patra Academy recruits, trains and hires individuals with no previous insurance experience. Upon completion of training, graduates are placed within our nationwide network of insurance staff.

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Patra Select Addresses Small Account Challenges

Dec 10, 2018 1:19:00 PM / by Patra Corporation

Patra Select is a collection of services Patra offers to solve the industry dilemma of making small account management efficient and profitable while also supporting the opportunity to grow your books. Patra’s commitment to its customers is to seamlessly manage their small accounts so that account managers can spend their time interfacing with customers.

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Patra Proud Charity Golf Event Raises Over $30,000 for Children of Military Families

Oct 18, 2018 10:01:00 AM / by Patra Corporation

Patra Proud, Patra’s philanthropic organization, hosted its 3rd Annual Bay Area Golf Scramble on October 15, 2018 at Hiddenbrooke Golf Club in Vallejo, CA. The charity event raised over $30,000 to directly benefit military families, providing support, including school supplies and clothing, and a scholarship program for high school seniors of families experiencing deployment.

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Patra In Action – Certificate Issuance

Jul 10, 2018 9:56:00 AM / by Patra Corporation

Patra has extensive experience working with brokers of all sizes to implement certificate issuance solutions. Patra's flexible OnDemand solutions can scale to efficiently support cert issuance, with tailored workflows to manage the most complex certificates and those that need to be rushed, as well as managing renewal volumes. Patra's services grow with your agency. We enjoy a long-term client partnership that began with a small project and has evolved into more than 2 million certificates annually. From a small pilot project in two remote offices, this agency saw the value of Patra and adopted the service nationwide.

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Patra In Action – Data Migration

May 18, 2018 1:23:00 PM / by Patra Corporation

An effectively managed agency management system (AMS) means that an agency can be confident in its ability to service customers and run meaningful reports. Converting or consolidating agency management systems is an opportunity for an agency to rethink its data structure and review procedures to ensure effective, reliable data. For many years Patra has been providing migration services for agencies. Below is an overview of one such engagement.

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Patra In Action – Policy Checking

Mar 28, 2018 1:35:00 PM / by Patra Corporation

A mid-sized agency in California came to Patra with a considerable challenge. Some of their account managers were so busy that they didn’t have the time or resources to check policies and therefore developed a year-long backlog of policies to be checked. This exposed the agency to huge E&O concerns.

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