Case Study: a wrap-up insurance administration firm streamlines weekly reporting and wins more stakeholder time with Patra Corporation

Wrap-up Insurance Administration Firm reclaims 32 hrs a week with Patra Corporation

A wrap-up insurance administration firm faced a significant challenge in manually distributing weekly contractor eligibility reports across its 325 active construction sites. This process was so time-consuming that it limited the team's capacity for building crucial relationships with project stakeholders, and hiring one additional person was not enough to keep up. The firm selected Patra Corporation and its Patra OnDemand service to address this issue.

By outsourcing the report distribution to Patra's global processing executives, the firm reclaimed roughly 32 hours of labor per week. This efficiency saved them the cost of an additional hire and allowed them to reinvest that capacity into talent development and deeper stakeholder engagement. The measurable results included streamlined reporting and support for over $100 billion in construction values. Patra's solution was so effective that the firm plans to implement an additional Patra Virtual Assistant next.

Wrap-up Insurance Administration Firm