2017 Year In Review

The year 2017 large in aqua while the background is dark blue and has widgets floating signifying productivity.

It’s been a very memorable year! Here’s to continued collaboration in 2018.

A Renaissance for the Humble Bot

The robot is talking to the person in front of the laptop and the speech bubbles are showing up.

ReSource Pro’s IX Center is constantly pushing itself to rethink the Insured Experience through the digital lens, especially with the rise of AI.

Why I Don’t Like Black Belts

A young black belt man who is practicing karate by punching a fist in the air.

Black belts are great when it comes to martial arts but I don’t like them when it comes to ‘Six Sigma Black Belts’. Here is why.

ReSource Pro accelerates productivity at backlogged MGA/Wholesaler

Operations Optimization for Insurance Wholesalers Insurance wholesalers and MGAs operate in fast-paced, high-volume environments where responsiveness, accuracy, and efficiency directly impact broker relationships and profitability. When operational strain builds unchecked, the consequences are immediate and visible—mounting backlogs, excessive overtime, employee burnout, and declining service quality. Insurance operations optimization offers a structured way to regain control, […]

Eliminating the cost of missing information

Operations Optimization for MGAs Managing general agents (MGAs) operate in high-velocity environments where speed to bind, data accuracy, and producer responsiveness directly influence growth and profitability. In this model, incomplete or inconsistent information at intake creates outsized downstream consequences—wasted time, frustrated staff, delayed revenue, and strained broker relationships. Insurance operations optimization addresses these challenges by […]

Large benefits broker optimizes marketing effort

Reducing Remarketing Waste Through Insurance Marketing Optimization Employee benefits brokers operate in a highly competitive environment where renewal efficiency, carrier relationships, and producer focus directly influence growth. While remarketing is a necessary part of benefits placement, it becomes counterproductive when treated as a default activity rather than a strategic decision. Insurance marketing optimization enables brokers […]