Digitize your business
Turn complexity into clarity across systems, technology, and data
Bring strategic clarity to every step of your digital journey
As an insurance leader, you’re not just looking for technology advice. You need a partner who understands the realities and complexities of operations and client expectations. That’s where ReSource Pro Technology Consulting is different. We go beyond surface-level recommendations, conducting in-depth assessments grounded in insurance expertise.
- Technology Assessment & Due Diligence
- Core Platform Assessment & Selection
- Digital Maturity & Readiness Assessment
- Digital Transformation Planning
- Data Transformation Planning
Turn implementation into impact and optimization into lasting growth
True results come from applications and platforms that are implemented, optimized, and supported with a deep understanding of insurance operations.
With experience across more than 150 systems and platforms, our experts bring practical knowledge of how retail agencies, brokers, carriers, MGAs, and technology partners operate. The outcome is technology that not only runs but delivers its full potential across the organization.
- AMS Implementation (such as AMS360, Sagitta, Applied Epic).
- Systems Integration
- Custom Application Development
- Professional Services (Business Analysts, Project Managers, QA/Testers, Developers)
- Data & Reporting Solutions
Ensure accuracy and consistency in your data
Data in insurance is complex, spanning policies, claims, compliance, client services and more. Scattered and inconsistent information often slows operations and limits growth. Through our growing expertise, ReSource Pro has built a unique set of capabilities focused specifically on insurance, with governance and compliance at the core.
- Data Conversion & Migration
- Data Engineering & Integration (APIs, ETL, Data Pipeline Engineering, etc.)
- Data Governance
- Custom Reporting and Dashboarding
- Metadata Management
- Master Data Management
Run efficiently today, prepare your teams for tomorrow
Managing day-to-day insurance systems is time-consuming and often pulls teams away from growth and client service. Acting as a bridge between your systems, carriers, and teams, we keep processes running smoothly while also equipping staff through custom training programs to ensure lasting adoption and results.
- Business Application Support
- Carrier Access Management
- Policy Download
Customized AI solutions, powered by insurance expertise
With decades of insurance expertise and deep process knowledge, we design and deliver AI and automation solutions that not only integrate seamlessly with agency systems but also drive measurable impact across servicing, billing, compliance, and client experience. By combining cutting-edge technology with proven insurance operations know-how, we help leaders unlock efficiency, reduce risk, and free staff to focus on growth.
- Automation Discovery and Readiness Assessment
- Custom Development (Agentic AI, ML, Workflow Automation)
- Policy Insights
- Certs Center
- Carrier Insights
- Direct Bill Complete
- Loss Run Automation
- EB Plan Entry Automation
- Carrier Document Download
