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 95% transaction matching without intervention, 65%+ automation, and 20–65% cost reduction compared to other solutions—freeing up accounting capacity and improving operational accuracy
