Growing revenue

ReSource Pro’s first client was a small, family-owned company providing risk management and insurance placement services to the transportation industry. Having obtained a new national market, growth rocketed to 35% to 45% year-over-year. Limited human resources and a complicated set of operating systems and data requirements strained the agency’s ability to handle processing tasks. Overtime reached 20% to 30%, including weekends. And finding insurance professionals in Napa, California, proved nearly impossible.

ReSource Pro’s processing expertise helped the agency maximize this revenue growing opportunity.

Boosting operations

We not only improved employee productivity by freeing our client from routine processing. We added overnight capacity to their operations, provided career development to internal employees, created additional capacity by eliminating backlogs, and solved staffing bottlenecks at a fraction of the cost of hiring hard-to-find staff in the U.S.

Soon, our client transformed from a group of overworked, overstressed employees, to an organization with a work-life balance embedded in its corporate culture. Instead of spending time recruiting, training, and supervising, management focused on the core business.

Ongoing value

Over 5 years later, our partnership has evolved. A dedicated, 45-member ReSource Pro team now handles more analytical and decision-making activities, including accounting functions and underwriting tasks such as: entering accounts into a clearance system, generating advisory and safety reports, and running Riskmeter and Isotel.

What hasn’t changed is our ability to add value in good times as well as bad—and our clients capacity to provide the smoothest, fastest customer service at a lower cost of doing business.