Patra employee profile of Bobbie Fernandez

Home Blog Patra employee profile of Bobbie Fernandez PATRA EMPLOYEE PROFILE OF BOBBIE FERNANDEZ May 23 2016 Can you describe your role as a SAMS account manager? “My role is to manage a book on behalf of my client. When I answer the phone, I use the agency’s greeting so the customer experience I provide is consistent with the other account managers in the agency. Insureds receive emails from me through the agency’s system and





Service spotlight: Document Retrieval with Jill Barry-Cowan

Home Blog Service spotlight: Document Retrieval with Jill Barry-Cowan SERVICE SPOTLIGHT: DOCUMENT RETRIEVAL WITH JILL BARRY-COWAN May 22 2016 What is document retrieval? Jill Barry-Cowan, Patra Client Consultant “Document retrieval is a Patra service in which our team in India will retrieve time-sensitive documents from carrier websites. Here’s how it works: The agency will provide the Patra team a download sheet, expiration report, or other relevant list of documents so that the team knows which