Why Sidle Insurance invests in virtual assistants
How account managers broke out of the back office
“Patra made a huge difference in our agency for the better.”
About Sidle Insurance & Risk Management
The challenge
The insurance industry's talent crisis left Sidle's staff overwhelmed. Account managers spent more time in the back office than servicing the book of business, prompting the agency to look into Patra Assist.
The solution
Patra recruited and placed a full-time virtual assistant to operate as an extension of Sidle's team, managing policy documents, claims processing, and research. Patra also handled training and onboarding, ramping the assistant up in as little as two weeks versus the 90 days typical for new hires.
The results
Sidle saw impact within 14 days, with office backlog eliminated and account managers freed to review renewals and write new business. Policy retention and new business numbers both improved. As the book grew, Sidle added a second virtual assistant.