Thinking of choosing a processing partner? Here are some things to consider before you make the decision

Home Blog Thinking of choosing a processing partner? Here are some things to consider before you make the decision Thinking of choosing a processing partner? Here are some things to consider before you make the decision. August 10 2017 Agencies across the country have found that process outsourcing can help them be more efficient, grow faster and get more out of their agency management system investments. Insurance agency consultants and insurance media have done a great





Retail service spotlight – Loss Runs

Home Blog Retail service spotlight – Loss Runs RETAIL SERVICE SPOTLIGHT – LOSS RUNS January 11 2017 What agency pain points can Patra’s loss runs service address? “Typically, loss runs are pulled for three different reasons. The first is in preparation for a renewal. One of the account manager’s needs is to have the loss runs readily available in order to send a complete submission to their carriers, which we call marketing the business. Loss