MGAs & wholesalers
Insurance Solutions for MGAs & Wholesalers
Discover insurance solutions for MGAs & wholesalers including operations support, compliance, technology, accounting, and workflow.
Solutions and services built for
MGAs & wholesalers
Insurance Solutions
Your behind-the-scenes growth partner
Speed and specialization define your success. We provide the operational infrastructure that powers it, from quote processing and policy issuance to regulatory compliance. With our support, you can scale confidently, respond faster, and underwrite smarter in competitive niche markets.
TECHNOLOGY SERVICES
Technology that gives you the edge
Stay agile and competitive with technology solutions built for MGAs and wholesalers. Our automation and data services streamline submissions, enhance risk selection, and strengthen carrier relationships—helping you outperform larger players and new entrants.
See the impact
HEAR FROM INSURANCE ORGANIZATIONS LIKE YOURS
Client stories we’re proud to tell
Our latest insights for wholesalers & MGAs
Leading MGA/wholesale experts
Jacquelyn Banks
- North America
- 40 + years of insurance experience
Jacquelyn’s 40+ years span independent agency work, two national carriers, and 20+ years leading MIS Platform regulatory policy operations. Her expertise in policy lifecycle processes, product solution architecting, and compliant rate, rule, and form execution helps clients deliver timely, accurate support to brokers and policyholders.
Mark Laera
- North America
- 26 years of insurance experience
Mark brings 26 years of insurance experience, including 13 years in accounting and billing on the MIS Platform. His command of insurance accounting and data analytics powers accurate billing, reporting, and exceptional client outcomes that support continued growth and strategic initiatives.
Zenobia Hastie, Ed.D.
- North America
- 25+ years of insurance and leadership experience
Zenobia draws on 25+ years at NCCI, The Zenith, and DXC Technology to deliver service and support solutions that give clients a competitive edge. Her expertise in technology, process improvement, and team transformation helps clients drive quality, precision, and sustainable growth.
Douglas Shank
- North America
- 25+ years of insurance experience
Douglas brings 25+ years across carriers, EY’s Insurance Innovation Group, and an insurtech startup focused on AI-enabled payment and reconciliation automation. His command of policy lifecycle processes drives practical, high-impact solutions that help clients achieve best-in-industry operational efficiency through ReSource Pro’s full suite of capabilities.
Joanie Rainey
- North America
- 16+ years of insurance experience
Joanie brings 20+ years of software engineering and data delivery experience, with deep expertise in workers’ compensation and PEO operations. She specializes in carrier workflows, MGA authorities, underwriting, billing, and claims data exchanges, building scalable technology solutions that improve operational efficiency and data integrity across the MIS Platform.
Rob Mueller
- North America
- Focuses on scaling delivery teams, centralizing, optimizing, and automation
- 20+ years supporting leading brokers, carriers, and MGAs
- 2+ decades supporting leading brokers, carriers, and MGAs
- Focuses on scaling delivery teams, centralizing, optimizing, and automation
- Helps clients meet complex needs of today’s insurance industry
Rob has deep insurance expertise spanning more than 20 years in insurance supporting leading brokers, carriers, and MGAs. He focuses on centralizing, standardizing, optimizing, automation, and scaling delivery teams to help clients meet the complex needs of today’s insurance industry.
Shashank Dikshit
- North America
- 21+ years of insurance experience
- 2+ decades of insurance technology and business operations experience
- AIDA, AIS, ARM, AINS, CII
- Expertise in insurance solutions, operations, transition, quality, and tech-enablement
Shashank has over 2 decades of experience in insurance technology and business operations. He leads insurance solutions, operations, transition, quality, and tech-enablement functions for global carriers and P&C agencies.
Fatima Dean
- North America
- 30+ years of insurance experience
Fatima is responsible for a team of Client Executives who manage client relationships in the MGA and wholesale space. She leads collaboration, expansion, and growth within existing partnerships. A career underwriter, she enjoys the blend of technical underwriting and the operations side, with a wealth of experience managing large, complex accounts and broker relationships.
Patrick Hastings
- Asia
- 8+ years of insurance experience
Pat works closely with clients to thoroughly understand their strategic goals and support them in achieving operational excellence. His wholesaler and commercial lines underwriting expertise combined with ASLI, AU, and AINS designations make him an ideal primary contact for wholesale organizations and MGAs. Previously, he’s held positions in Premium Finance and Operational Leadership.
Frequently asked questions about ReSource Pro MGA and wholesale.
Have questions? We’ve got the answers.
ReSource Pro MGA and wholesale FAQs
What services does Resource Pro provide for MGAs and wholesale brokers?
Resource Pro supports MGAs and wholesale brokers with insurance operations services and technology solutions, including policy processing, compliance support, accounting, data services, and workflow automation to help firms scale efficiently.
How can MGAs use outsourcing to scale faster?
Outsourcing operational tasks like submissions, policy issuance, and back-office processing allows MGAs to increase capacity, reduce cycle times, and focus internal teams on underwriting and growth.
Does Resource Pro support surplus lines and specialty programs?
Yes. Resource Pro has deep experience supporting surplus lines, specialty programs, and complex MGA structures, including compliance, accounting, and operational workflows.
What types of MGAs benefit most from these services?
High-growth MGAs, specialty program administrators, and wholesale brokers looking to reduce operational strain while maintaining quality and compliance benefits.