Patra Insurance Insights

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.

Woman checking an insurance policy digitally on a tablet.

Patra engaged with the agency to customize policy checking workflows in Applied Epic and implemented the service across all of their businesses. The solution was a huge success - Patra checked nearly 15,000 policies in the first two years alone. 

Agency leadership is able to relax knowing policies are being checked thoroughly and in a consistent manner and in less than two weeks from receipt in the agency. The agency's customer service has improved and their E&O exposure is significantly reduced.

Patra Corporation

Written by Patra Corporation

Patra powers insurance processes by leveraging people and technology, supporting insurance organizations as they sell, deliver and manage policies and customers. Patra’s team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value. This is accomplished through the deployment of Patra’s proprietary Insurance Process Delivery System – an integrated portfolio of outsourced services, insurance specific workflows and technology.

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