Name
Powering Process: Commit to Your Plan, Conquer Inefficiencies, presented by Patra (Orange)
Date & Time
Wednesday, September 25, 2019, 3:50 PM - 4:15 PM
Speakers
Description
It is increasingly challenging for agencies to service accounts effectively, accurately and efficiently. Workers are hard to find and retain while processing workloads continue to grow. Agencies often engage with outsourcing companies to address the administrative tasks which will free up their account management staff to focus on higher-value services for the agency. This presentation will share some of the thinking that has helped agencies successfully address staff workload challenges and achieve success toward meeting growth, profitability and efficiency goals.
In this session, we will address the following:
- Confront common processing challenges that impact operational efficiencies
- Commit to a thoughtful plan and clear roadmap with standardized workflows
- Conquer sustainable growth built on administrative efficiencies
Location Name
Connect Learning Lounge - Arch View Ballroom
Session Type
Orange Track
Speaker Bio
Dave Tight is EVP of Business Development at Patra and has been selling Patra’s solutions for over 12 years. Ronaelle Perillo is VP of Business Development at Patra, and brings 30 years of experience in employee benefits and property & casualty to the discussion. Patra powers insurance outsourcing through the optimized application of people and technology. Patra’s 3,200 global employees are dedicated to driving revenue growth, cost savings, and value creation for insurance agents, wholesalers, MGAs, and carriers, making Patra a trusted partner for insurance processing services, small account management solutions, insurance call center operations, and specialized print services.