How independent agencies can fix the real talent problem and unlock hidden profit
Independent insurance agencies often describe a talent shortage as their biggest challenge. But according to industry expert Roger Sitkins, the real issue is a talent imbalance; too many employees focused on low-value work and too few dedicated to the high-value clients who drive growth.
From foundational to transformational: an overview of the agency technology landscape
ReSource Pro’s latest research report, From Foundational to Transformational: An Overview of the Agency Technology Landscape, explores how independent insurance agencies are advancing along the digital maturity curve—from essential operational systems to next-generation, AI-driven innovation. Drawing on in-depth market analysis and expert insights, the report maps the evolution of agency technology across three levels: foundational, […]
Transforming employee benefits operations
A top 10 retail agency organization in Central and Northern California needed to rapidly scale and standardize its employee benefits operations across 14 offices while maintaining service quality. Through ReSource Pro’s Operations Advisory and Staffing Solutions, the agency expanded its regional team from 6 to 18 FTEs in just 45 days, achieving 2.25x growth and […]
Transformation services
A national insurance and financial services firm operating across 200+ offices sought to unify its operations after years of growth and acquisitions. Each office had its own workflows and systems, leading to inefficiencies and limited scalability. Through ReSource Pro’s Transformation Services, the firm implemented a collaborative, “BPO-in-a-box” model that standardized personal, commercial, and claims processes […]
Direct bill commission processing
A growing retail insurance agency struggled with the time and complexity of processing thousands of direct bill commission statements monthly, most in inconsistent PDF formats. ReSource Pro’s Direct Bill Complete solution combined automation and expert oversight to streamline data extraction, matching, and reconciliation. By integrating advanced analytics and automation into their workflows, the client achieved […]
Partnering with ReSource Pro
A national insurance brokerage and risk management firm sought to scale its operations while maintaining exceptional service quality. ReSource Pro’s Policy Insights®, Certs Center, and Dedicated Team Support streamlined policy servicing, certificate issuance, and accounting processes across multiple offices. Within 30 days, ReSource Pro onboarded hundreds of employees, helping the client achieve a 99.9% accuracy […]
ReSource Pro Launches The Insurance Lead: a New Voice for Insurance
New insurance community to deliver practical leadership perspective, expert analysis, and research to help insurance leaders navigate industry change.
How three industry leaders are transforming insurance operations with ReSource Pro
In today’s competitive insurance market, operational efficiency and client experience are essential to growth. Forward-thinking organizations are embracing strategic partnerships to optimize processes, empower their teams, and deliver more value to clients.
iQue Transitions to ReSource Pro’s Managed Services Platform
iQUE Insurance Company transitions to ReSource Pro’s managed services platform, enabling faster quotes and enterprise-wide scalability
NEIC Launches Expanded Personal Lines Suite Powered by ReSource Pro & INSTANDA
New England Indemnity Company launches expanded personal lines suite enabled by ReSource Pro and INSTANDA partnership
