ReSourceful Thinking


Hiring the Next Generation

December 2, 2014 / by ReSource Pro Editorial Team

When you think of the Millennial generation, those born between 1980 and 1996, what comes to mind? How about “meaning” and “early adopters”? Does “expectations” or “immediacy” seem like a good fit? Those are just a few of the characteristics that define the next generation of insurance industry employees. Here are some others that Applied…

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Connecting with the Next Big Buyer: The Millennial

November 24, 2014 / by ReSource Pro Editorial Team

Individuals born between the years of 1980 and 1996, the Millennial generation, bring a unique set of values and expectations to the market that require an overhaul of your service standards. The insurance industry is under pressure to remake itself in the face of the technological revolution, and today’s agents and brokers must somehow remain…

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Productivity and Profitability Insights from “Best Practices” Agencies

November 18, 2014 / by ReSource Pro Editorial Team

We’re always interested in how agencies are performing and operating—we have, after all, made it our business. So we are closely watching the periodic results released from the Independent Insurance Agents & Brokers of America (Big “I”) Best Practices Survey. In this report, the Big “I” analyzes the performance of 217 of the top insurance…

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How Business Leaders Can Become Storytellers

November 12, 2014 / by ReSource Pro Editorial Team

With their “God made a farmer” Super Bowl ad, Dodge told viewers a story about their brand values: hard work, dedication, reliability. They used words and images that composed a story about the all-American farmer paragon to show us what they and their products stood for. This appeals to consumers’ emotions, not logic. In fact,…

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Is Your Solution Just Another Problem?

October 21, 2014 / by ReSource Pro Editorial Team

“If you find a good solution and become attached to it, the solution may become your next problem.” I recently came across this Robert Anthony quote and thought it offered excellent insight into the practice of improving process. In any context, solutions are only solutions if you have properly assessed and understood the problem. Applying a…

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Challenge Accepted!

August 27, 2014 / by ReSource Pro Editorial Team

Our CEO Dan Epstein has accepted the ALS Ice Bucket Challenge! This wildly successful initiative is not just about hilarious videos of people you know experiencing discomfort and recording the evidence. It is about raising awareness and funding ALS programs that include services for individuals and families living with ALS. This innovative fundraiser harnessed the power…

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Maximizing Your Staff’s Servicing Opportunities: Facilitating the Success of Incentive Programs

July 2, 2014 / by ReSource Pro Editorial Team

To help CSRs and others throughout the agency focus on sales and servicing and take a vested interest in the profitable growth of the firm, various plans among successful agencies have been implemented that shift the traditional salary-based compensation program to one that is incentive based. For an incentive plan to work effectively, it takes…

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Maximizing Your Staff’s Servicing Opportunities: Get Everyone With Skin in the Game

June 26, 2014 / by ReSource Pro Editorial Team

In speaking with insurance consultants around the country about what helps differentiate a successful retail agency from others and contributes to profitable growth, all unequivocally cite having a true sales and service culture where producers spend the majority of their time selling and customer service reps (CSRs) focus on providing first-rate service. The reality, however,…

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Gamification for Motivation

June 19, 2014 / by ReSource Pro Editorial Team

Parents and teachers have long known and appreciated the value of “games” as learning and motivational tools.  For children, games can teach social interaction, healthy competition, and reinforce the basics of counting, spelling, and life in general.  For adults, games can be a relaxing and spirited way to bond with others and solidify friendships.  And…

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Before You Automate, Read This!

May 29, 2014 / by ReSource Pro Editorial Team

Dan Epstein, CEO of ReSource Pro penned an article in the current edition of AAMGA’s WIN Magazine. The article, Technology Adoption by the Numbers, tasks Insurance Organizations with examining process and people before automating. In the article Dan stresses that “technology can’t fix inefficient processes.” As stated in the article, the 2013 Insurance Operations Best Practices…

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Passion for Community Service Increases Employee Engagement

May 22, 2014 / by ReSource Pro Editorial Team

During the period of 6/1/2013 to 3/1/2014, 503 employees from 3 offices in the US and China contributed 1160 hours to the community.  ReSource Pro has always been committed to the philosophy and practice of social responsibility  and it is embodied by our company’s Community Outreach Committee, formed in 2009. Our employees have embraced extra-curricular…

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