Client Success Story, Sidle Insurance and Risk Management

As a rural agency, finding qualified, motivated employees took a lot of work for Sidle.

Achieving Desired Results

The Office Backlog
On Renewals & Writing New Business
Policy and Customer Retention
New Business Numbers

About Sidle Insurance and Risk Management

Sidle Insurance and Risk Management is a rural agency located in Montour Falls, NY. Sidle works within the local community providing insurance to a multitude of businesses and individuals, such as: Personal & Commercial - Auto & Home, Personal, Life & Health, Business, Landlord, Farm Insurance.

Type of Business:

Retail Agency

The Challenge

Growth. It’s on every agency’s agenda. But the insurance industry’s talent crisis makes it difficult to seize even the most promising opportunities. Sidle Insurance & Risk Management, a retail agency in the greater New York area, knows firsthand the challenges created by a tight labor market. “The entire staff was overwhelmed,” said agency President David Sidle, CIC, CPIA. Account managers spent more time in the back office than servicing the book of business, which motivated Sidle to learn more about Patra Assist.

The Solution

Patra consulted with Sidle to learn about the agency’s needs, such as managing policy documents, processing claims, and conducting research. Patra recruited and selected a full-time virtual assistant to seamlessly integrate into Sidle’s environment and operate as an extension of the agency’s team. Patra managed the assistant’s training and onboarding, too. While most internal new hires require 90 days to master an agency’s customer values, management systems, or workflows, Patra’s virtual insurance assistants ramp up in as little as two weeks.

The Benefit of Working With Patra

Sidle saw an immediate impact. In 14 days, Patra Assist eliminated office backlog, enabling Sidle’s account managers the capacity to craft bespoke insurance strategies for its diverse clientele. “My staff could focus on serving our book, reviewing renewals, and writing new business. Our policy and customer retention improved, and new business numbers improved as well,” he said. The assistant’s experience, quality, work ethic and professionalism played a significant role in the agency’s success. As Sidle’s book of business grew, the agency invested in a second virtual assistant. “Patra made a huge difference in our agency for the better,” Sidle confirmed.


The talent crisis is forcing even the most successful agencies like Sidle Insurance & Risk Management to achieve more with fewer resources. That’s why agencies use Patra Assist to achieve their business and operational goals, without the burden of administrative or HR costs associated with hiring full-time staff. Patra’s virtual assistants help with a variety of insurance back-office and client- facing support, so agencies can focus on business growth and delivering policyholder value.