Patra Corporation
@PatraCorp
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Technology-enabled services for the insurance industry.
El Dorado Hills, CA
Joined October 2011
⚓ Sink or Swim. 🌊 Over the course of a 35+ year career serving a variety of #insurance sectors, Patra's SVP of Broker Business Development shares the most common practice of highly successful insurance business and leaders - regardless of sector.
patracorp.com
In today's fast-paced world, insurance leaders find themselves focused on the present.
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⌛Is your insurance agency is short on time and talent? See how Patra's Virtual Assistants helped Sidle Insurance & Risk Management eliminate office-backlog in 2 weeks:
patracorp.com
Learn how this rural insurance agency used virtual assistants to eliminate office backlog.
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♻️Effective on-going #employeebenefitmanagement is table stakes for general #healthinsurance agencies. Discover how Patra helped one agency revamp their #EmployeeBenefit eligibility processing to increase new client capacity 25% per account manager:
patracorp.com
This California-based general health insurance agency increased new client capacity 25% per account manager.
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Patra’s enhanced Employee Benefit services now include end-2-end service delivery 4 all Employee Benefit needs, encompassing eligibility management, renewal support, data entry, audits, and accounting services. https://t.co/pIkxExvyl6
#insuranceagency #employeebenefits
patracorp.com
Expanded Employee Benefit Outsourcing Services, including Ben Admin services and flexible financial models to support the seasonality of the Employee Benefits lifecycle
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The world of insurance is constantly evolving, and keeping up with the latest technologies and trends is critical for success. One of the hottest topics in the insurance industry is automation. The Power of Automation in Insurance | Patra
patracorp.com
The world of insurance is constantly evolving, and keeping up with the latest automation in insurance trends is critical for success.
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The reality for many insurance producers is that they spend less than a third of their time on sales and sales-related activities. Most of their workday is spent in the servicing bucket. Tips on how to break old habits. Blog:
patracorp.com
The insurance industry workforce is expected to change dramatically in the next fifteen years.
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Five actions firm owners should take to survive and thrive in this competitive #M&A environment. #BusinessGrowth #SalesStrategy #BusinessSuccess #Productivity Stand Out from Large Brokerages in the Era of M&A
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Patra Introduces the Future of Policy Checking in Industry's First SaaS-based Policy Checking Solution Featuring Artificial Intelligence https://t.co/2n1Bdnavp2
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Patra Agency Advantage and Patra Assist. These two new services provide a simple and scalable solution for agencies looking to outsource specific policy lifecycle workflows to Patra. Read the press release here: https://t.co/cLpICbauo5
#insurancenews #insuranceagency
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With https://t.co/ynQqdSQPxc, Patra continues to lead the way in policy checking automation while providing unprecedented value for our customers.
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Patra Introduces AI to its All-In-One Policy Checking Service https://t.co/f5kaYxklnM 2 learn how Patra can help visit: https://t.co/oal9fF7bY9
#insurancetechnology #insuranceindustry #insurancebrokerage #insurance #insurancebroker
patracorp.com
Policy Checking AI’s combination of innovative artificial intelligence, advanced workflows, and trained insurance professionals delivers unsurpassed value.
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"...service providers work across the ecosystem with insurers, agents, brokers, insurtechs, and MGAs that have built superior capabilities to provide services across multiple business lines and geographies...." https://t.co/H4sVUSGQ5B
#insurance #Insurtech #innovation
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You Will Always Need the Human Touch | Leader's Edge Magazine https://t.co/zJM01EJ0H2
@PatraCorp Will Dogan discusses recent #insurtech trends, potential implications of artificial intelligence and machine learning for employee benefits #InsuranceAgency #InsuranceTechnology
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"...Service providers offer the latest tools and technology, superior customer experience capabilities, operational efficiency...flexibility to ramp operations up and down, superior talent, a low-cost advantage, best-in-class lean operations, and more" https://t.co/7SvtbWjfXT
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Transformation Imperatives For Wholesalers And MGAs In Insurance: Exploring Opportunities To Unlock The Next Growth Phase | Blog - Everest Group
https://t.co/T5e0kzmYB9" -"Partnering is an effective way for MGAs to embrace digital transformation. @PatraCorp we agree!
everestgrp.com
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"AI & ML have proven highly efficient & accurate with identifying commonalities & differences across data sets. A solution for the EB space...identify gaps across these data sets... eliminating thousands of hours manually..." Read More from Patra's:
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On #MemorialDay, Patra honors and remembers those who paid the ultimate sacrifice. Thank you, from the Patra family! Check out Patra Proud, our philanthropic organization dedicated to supporting the children of military families: https://t.co/0g0zCOy52l
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We look forward to seeing you at EBLF next week! Our Patra team will be on-site sharing more about Patra’s industry-leading processing services for retail agencies, wholesalers, and carriers nationwide. Let’s schedule time to connect at #EBLF2023: https://t.co/kUKHBVKy4l
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A Diamond Council Sponsor of the Council of Insurance Agents & Brokers, Patra will be at the 2023 Employee Benefits Leadership Forum (EBLF) in Colorado Springs on May 30-June 2. If you plan on attending the conference, we hope to see you there! https://t.co/xjn36SGLnp
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The study also found that agencies that had invested in digitization grew 70% faster than agencies that hadn’t
propertycasualty360.com
Insurance automation: Recent research illustrates a significant change in customer expectations.
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