ReSourceful Thinking


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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Your Paper Problems Aren’t as Bad as the Federal Government’s

May 7, 2014 / by ReSource Pro Editorial Team

Chances are, your company’s paper processes aren’t costing it as much as the federal government’s are costing taxpayers. In Boyers, Penn., there is an underground cavern in which the 600 employees of the Office of Personnel Management process all of the government’s retirement papers, according to The Washington Post. This process is conducted entirely by hand.…

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When Procedure Can Interfere With Efficiency

May 1, 2014 / by ReSource Pro Editorial Team

The most successful companies tend to be those that begin developing standard operating procedures early on and continue to iterate solid, well thought-out processes throughout their existence. A company without a strong commitment to good process will often lose time and money to waste. Even worse, most insurance organizations will find it difficult to directly identify…

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5 Ways to Free Up Staff from Wasteful Activity

April 21, 2014 / by ReSource Pro Editorial Team

Our fearless leader, Dan Epstein, is a contributor to Leader’s Edge Magazine. In the April 2014 issue, Dan penned this article: Individual vs. Systemic Efficiency. In this article Dan discusses how agency standards and best practices might actually be bogging down staff and resources: “The conflict between individual and systemic efficiency is endemic across insurance operations.…

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