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

Eliminated
The Office Backlog
Focus
On Renewals & Writing New Business
Increasing
Policy and Customer Retention
Growing
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

As a rural agency, finding qualified, motivated employees took a lot of work for Sidle. Backlogs and needing help to service their book of business were impacting their growth and client satisfaction. Sidle found themselves trying to deal with a great deal of backlog, and the entire staff was overwhelmed. Sidle reached out to Patra, and within 24 hours, Sidle had conversations with Patra about what they were looking for and what they needed.
  • Difficult to find local help
  • Account Managers buried in nonclient- facing activities with daily backlogs
  • Work Agencies Hours
  • Full-Time Assistant for 40-hours a week.
  • Standardized Consultative Methodology for Onboarding & Ongoing Efficiency

The Solution

Patra Virtual Assistant Service - Patra Assist.

The result has been that our backlog is a distant bad memory, and my in-house staff can spend their time serving our book, reviewing renewals, and writing new business. With Patra’s help, our policy and customer retention are better, and our new business numbers have improved as well. Patra’s Virtual Assistant was so successful that Sidle Insurance & Risk Management added a second virtual assistant that was trained by the first Assistant.
  • Office Backlog was eliminated
  • In-House Staff is able to spend time servicing their book of business
  • Able to focus on renewals and writing new business
  • Policy and Customer retention is up
  • New Business numbers are up

The Benefit of Working With Patra

Within a couple of weeks, Sidle hired their first virtual assistant. She had experience working with our automation vendor and several of the companies we worked with. Getting her up to speed with Sidle’s procedures was easy, and within two weeks, she was making an impact. After a few months, Sidle realized that they needed a second assistant with their growth. Again, within a couple of weeks, Sidle had a 2nd Virtual Assistant in place, and our first assistant was actually training her. Just as quickly, she was up to speed.

Conclusion

Patra’s Virtual Assistant – Patra Assist – is a perfect complement to insurance organizations looking for a full-time employee to work 40 hours a week, work your organization’s time zone, and work on a variety of tasks that help reduce organization backlogs. Patra’s ability to quickly source and onboard full-time virtual assistants takes the pressure off hiring managers and executives in trying to find help and deal with administrative costs.

About Patra

Patra is a leading provider of technology-enabled insurance outsourcing. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of over 6,000 process executives in geopolitically stable and democratic countries that protect data allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.

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