Case Study: USI Holdings Corporation achieves higher retention and efficiency with Patra Corporation

USI Holdings Corporation processes 80% of certificates with Patra Corporation

USI Holdings Corporation, a large insurance brokerage firm, faced a challenge in scaling its operations. As the business grew, it needed to manage time-consuming, manual insurance processes without adding significant headcount. To address this, USI partnered with vendor Patra Corporation for tailored insurance processing solutions.

The solution implemented by Patra included its OnDemand, Document, and Select services to handle certificates and other managed services. This allowed USI's account managers to focus on customer relationships and growth initiatives like cross-selling. The results included significant revenue generation and higher client retention. Patra's support was key to driving this efficiency and achieving USI's desired outcomes.

USI Holdings Corporation