Expanded capabilities include AI-enabled direct bill and agency bill premium reconciliation and enhanced visibility into contingency revenue.
NEW YORK — March 18, 2026 — ReSource Pro, a leader in operations, analytics, and technology solutions for the insurance industry, today announced the expansion of its Revenue Management Services Suite, a technology-agnostic bundled offering designed to help insurance agencies strengthen premium accounting accuracy, revenue visibility, and operational efficiency.
Managing agency revenue operations is one of the most complex and business-critical functions within an insurance organization. These processes often include insurance premium accounting, carrier reconciliation, commission tracking, and revenue forecasting. ReSource Pro’s Revenue Management services combine experienced operational teams, AI-enabled workflows, and integrated technology partnerships to help agencies manage these responsibilities at scale protecting cash flow, reducing financial risk, and maintaining operational continuity as agencies grow.
“Agencies need revenue operations they can trust as they scale and evolve,” said Saima Shaukat, senior vice president of ReSource Pro’s retail practice. “By bundling our revenue management services, we’re delivering an enterprise-ready solution that supports end-to-end revenue processes—from premium accounting and reconciliation to commission management—so our clients can focus on running their business with the confidence that every dollar is accurately accounted for.”
The enhanced Revenue Management Services Suite includes:
- Agency Bill — End-to-end support for insurance premium accounting, premium reconciliation, trust accounting oversight, and commission processing, strengthened through ReSource Pro’s expanded integrations with leading insurance technology platforms.
- Direct Bill Complete — A solution that combines AI-powered automation with expert teams to accelerate direct bill reconciliation, improve carrier match rates, and reduce manual effort.
- Contingency Intelligence — Centralized visibility into carrier performance, contingency income, and revenue trends, enabling agencies to improve forecasting and support more data-driven decision-making.
While the suite provides a bundled service option, ReSource Pro remains committed to aligning services with each organization’s unique operating model. Solutions can be deployed together or individually, allowing agencies the flexibility to address current needs, maintain operational stability, and adapt as their business and technology requirements evolve.
To learn more about Revenue Management Services at ReSource Pro, visit our website.
About ReSource Pro
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 3,200 carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.
