Strategic advisory & research for insurance leaders
The insurance industry is evolving faster than ever and standing still means falling behind.
ReSource Pro’s Strategic Advisory offerings and research give you the advantage: unlimited access to 100+ research reports, executive advisory sessions, custom workshops, exclusive industry insights, and direct access to Mark Breading and our expert team.
Whether you're building an AI roadmap, reimagining distribution, or scaling operations, get the research, frameworks, and executive guidance that insurance leaders rely on for success.
Partnering with Strategic Advisory
Choose from flexible offerings designed to meet your needs from self-serve research access
to comprehensive advisory engagements.
Research Portal Access
Exclusive access to:
- Members-only webinars, presentations and newsletters
- Industry blog posts and insights
- Ebooks and market analysis
- 100+ research reports and analyses on demand
Strategy Days
Intensive workshops with our advisory team to develop strategic plans:
- Virtual or in-person
- Custom strategic plannin
- Leadership team facilitation
- Industry insights and frameworks
- Actionable roadmaps
Custom Research & White Papers
Tailored research and thought leadership for your specific needs:
- Branded white papers and perspectives
- Competitive analysis
Speaking & Thought Leadership
Elevate your events and initiatives with industry-leading expertise:
- Conference keynotes and panels
- Executive roundtable facilitation
- Webinar and presentation
- Board presentation
- Industry event participation
Why work with our Strategic Advisory team?
Our Strategic Advisory team brings 55+ years of insurance-specific expertise. We provide the insights carriers, MGAs, wholesalers, and retail agencies need to navigate change with confidence.
Insights
ReSource Pro’s Strategic Advisory team provides insurance executives with the right tools to:
Research areas & expertise
Our research spans critical topics shaping the future of insurance operations:
Strategic Impact
Client Success Stories
See how our Strategic Advisory team has helped insurance organizations navigate complex challenges and seize new opportunities through their unique insights and guidance.
Growth Framework
Regional Personal Lines Carrier
Challenge.
A new CEO at a $1B monoline carrier needed to explore growth options and develop a forward-looking plan for competitive positioning.
Solution.
ReSource Pro conducted a 1.5-day workshop with the senior leadership team, sharing our research on the current state of the industry and perspectives on the future of P&C insurance. We facilitated planning through monthly calls, conducted four "deep dive" sessions on specific topics like distribution and underwriting, and provided our framework for board discussions.
Outcome.
- Clear options to improve new strategic plan
- Foundation for board-level discussions
- Leadership alignment around execution
AI Governance & Innovation
National Commercial Lines Carrier
Challenge.
A commercial lines carrier was in the early stages of developing their AI roadmap and governance framework, seeking guidance on best practices and peer benchmarking.
Solution.
ReSource Pro reviewed their existing plans, provided research on peer implementations, and facilitated a full-day "Innovation Jam" session. We helped prioritize the top four AI use cases from numerous proposals, led cross-functional teams through project development, and guided the selection process for the top two projects to pursue.
Outcome.
- Execution of 2 AI projects with positive ROI
- Continued ReSource Pro advising
Alternative Distribution Channels
National Specialty Carrier
Challenge.
A monoline specialty carrier sought alternative distribution strategies to reach new markets beyond their existing agent network, particularly through partnerships and embedded insurance.
Solution.
ReSource Pro engaged in a comprehensive consulting project to identify distribution options and potential partners. We evaluated opportunities, developed an executable short list of revenue-generating options, and identified horizon 2 and 3 opportunities for future planning.
Outcome.
- Launch of new distribution partnerships
- Expanded market reach
- Opened previously untapped customer segments
- New positioning for sustained growth
Meet your Strategic Advisory team
Industry veterans with over 55+ years of combined deep expertise guiding the future of insurance.
Mark Breading
- North America
- 40+ years of insurance experience
Known for his insights on the future of the insurance industry and innovative uses of technology, Mark consults with insurers on forward-thinking strategies for success in the digital age.
Heather Turner
- North America
- 8+ years of insurance experience
Heather leads and manages ReSource Pro’s research initiatives. In addition, she supports advisory and consulting clients through rich written content, quantitative and qualitative research, and market trend analysis.
Ming Kostuck
- North America
- 5+ years of insurance experience
As a Senior Research Analyst, Ming supports ReSource Pro’s research initiatives, specializing in data analysis and building visualizations. She also contributes to advisory and consulting projects.
Ready to access world-class insurance research & advisory?
Join leading insurance organizations who rely on our strategic insights to drive growth and innovation.