A Powerful Partnership
Through a strategic partnership, InCite Performance Group agencies gain access to Patra’s deep insurance industry expertise, cutting-edge technology, and consultative approach to driving revenue growth, profitability and scalability. Through this unique alliance, InCite Performance Group agencies realize significant positive business outcomes including cost-optimization, operational efficiencies, and improved margins which are the top requirements to remaining competitive in the industry.
By leveraging Patra’s leading technology in combination with its proven methodology to streamline processes across the policy lifecycle, InCite platforms and offices have experienced the benefits of operational transformation including speed, quality and risk mitigation.
Patra’s adaptable delivery models, 24-hour operations and US-based insurance professionals serving as the day-to-day contacts provide high-volume processing and expedited turn-around times while meeting and/or exceeding InCite Performance Group service level requirements.
Exclusive Partnership Benefits
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About Patra
Patra’s insurance processing solutions and services provide operational support across policy lifecycle and administrative functions - allowing your highly-skilled teams to focus on customer relationships and growing your business.
Our Expertise & Commitment
With nearly 20 years exclusively focused in the insurance industry, we know your business. At Patra, we pride ourselves on our commitment to quality, industry expertise, flexibility, and our exceptional team. This is what sets us apart from our competitors.
Proven framework for customer success
Our team of seasoned professionals combines their extensive expertise with state-of-the-art technology to help our clients stay ahead of the curve. With a deep understanding of the evolving insurance landscape, we continuously strive to exceed our client expectations and drive industry excellence.
An Operational Excellence model that improves your ROI
Serving as a strategic partner, we support the entire operational ecosystem and consistently deliver optimal output for our clients across the insurance industry. Our comprehensive range of services encompasses every aspect of your insurance operations, ensuring efficiency, accuracy, and reliability.
A strategic partnership to help you make data driven decisions.
We understand that every business is different, and that’s why we take the time to truly understand your specific goals and objectives. From streamlining your processes to maximizing operational performance, we are fully committed to helping you achieve long-term success and sustainable growth.
Patra & InCite Partnership Overview
Learn more about the specific benefits that come through this strategic and exclusive partnership.
DownloadPatra P&C Solutions for InCite
Learn about the many solutions Patra has to support the P&C policy lifecycle.
DownloadPatra Employee Benefits Solutions for InCite
Learn about the comprehensive service solutions to support the entire Employee Benefits lifecycle.
DownloadPatra Virtual Assistant Solutions for InCite
Explore the possibilities with a Patra Virtual Assistant.
DownloadPatra Small Accounts Management Solutions for InCite
Don't let the 80% of your book representing 20% of your revenue take valuable time and resources. Let Patra manage your small accounts and watch them grow!
DownloadPatra PolicyCheckingAI for InCite
Discover how you can check policies with unsurpassed quality, accuracy, and efficiency.
Download99%+ Accuracy Rates
Deliver a superior customer experience for your insureds. Agency Partners are experiencing 98% or higher accuracy rates in insurance processing.
Zero Liability
Patra absorbs full liability for all the work Patra takes on.
Preferred Pricing
As a platinum partner, you receive preferred pricing and priority implementation regardless of agency size.
55% Cost Savings
Agencies are experiencing up to 55% in cost savings.
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Operational Excellence
Our operational excellence model is what sets Patra apart. With nearly 20 years solely dedicated to the insurance industry, we know your business. This level of expertise becomes a key benefit to our clients as we deliver a hybrid approach to insurance processes combining a global team of specialized experts, innovative technology, and a proven quality framework to deliver greater capacity, expertise and precision to the most complex tasks and processes.