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Who We Serve
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Retail Agency
- Specialized services for retail and broker agencies to improve operational efficiency.
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Wholesalers
- Wholesaler solutions to streamline workflows between broker and carriers.
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MGAs
- Underwriting operations solutions for MGAs, MGUs and program administrators.
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Carriers
- Direct writer carrier services to support policy acquisition and premium generation.
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Retail Agency
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Services
- Insurance Processing
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Integrated team of processing experts and tech-enabled workflows to improve operational efficiency
- Small Accounts Management
- Full-service small accounts management solution improving client retention & satisfaction
- Contact Center
- Scalable end-to-end omnichannel customer service model
- Print and Virtual Mail
- All-in-one printing, mailing and document processing solution
- Virtual Staffing
- Flexible extension to your service teams, providing back-office and client facing support.
- Insurance Processing
- Technology
- Why Patra
- Resources
- Company