Case Study: Graham Company frees producers to spend more time with clients using Prialto virtual assistants

Graham Company updates 1,200+ target accounts in 2 months with Prialto

Graham Company, a top independent insurance brokerage firm, faced the challenge of its producers spending too much time on administrative tasks like prospect research and CRM updates. They needed a secure, scalable, and remote administrative service from Prialto that would free their producers to focus on building relationships and developing new business without adding full-time support staff.

Prialto implemented a team of virtual assistants who managed Salesforce, conducted prospect research, and created pre-meeting tear sheets. The solution proved successful and expanded across the organization. As a result, Prialto helped update over 1,200 target accounts in the first two months, provided a seamless transition for teams, and saved an estimated 600 hours per month, allowing producers to spend all their time with clients.

Graham Company