ReSourceful Thinking


3 Steps to a More Efficient Office

January 16, 2014 / by ReSource Pro Editorial Team

As the new year begins, it’s natural for any manager to think about the “big picture” of his or her office. Naturally, you want to make sure 2014 is even more successful than 2013. Yet once you’ve established your office, and found your ideal staff, how can you manage to cut down on your office…

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Is Your Service Staff Spending Too Much Time Processing?

December 19, 2013 / by Caitlin Carey

According to the 2013 Insurance Operations Best Practices Survey, conducted by ReSource Pro Analytics in conjunction with Insurance Journal, service staff members indicated they are spending most of their time on back office processing tasks instead of providing proactive client-facing services that the customer places values on. According to the survey, service employees are spending…

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Podcast: Closing the Producer Activity Gap

December 12, 2013 / by ReSource Pro Editorial Team

According to the 2013 Insurance Operations Best Practices Survey, conducted by ReSource Pro Analytics and Insurance Journal, producers and service staff aren’t spending their time the way they think they should. The Productivity Gap 83% of survey respondents said that producers should be spending less than a quarter of their time servicing or troubleshooting accounts;…

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Managing by the Numbers

November 19, 2013 / by ReSource Pro Editorial Team

In early November ReSource Pro hosted our second Insurance Innovation Advisory Council event of the year. The theme was “managing by the numbers”. Speakers Jag Dalal and Ashwin Rangan shared insights and experiences about successfully managing by the numbers. The key to successfully managing by the numbers is to first know what we want to achieve.…

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Defining Insurance Wins

November 18, 2013 / by ReSource Pro Editorial Team

Dan Epstein, ReSource Pro’s CEO, recently penned an article for Leader’s Edge magazine entitled, “What are Wins?”  In this article Dan discusses how insurance organizations can use numbers to gain insight into their business and build a successful strategy using data. According to the article, numbers help you better understand your business by determining which…

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Moneyball: Billy Beane Does It Again!

October 25, 2013 / by ReSource Pro Editorial Team

Our congratulations to Billy Beane, Bob Melvin and the entire Oakland A’s organization on another successful year! Billy’s focus on “Managing by the Numbers” has paid dividends again this season. One key indicator of success discussed in the best-selling book “Moneyball” is the cost per win. Take a look at how Billy stacks up versus…

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What Does Missing Information Really Cost You?

October 3, 2013 / by Caitlin Carey

Missing information is a prevalent problem in the insurance industry.  Whether it is a result of producers never obtaining the data or policies being submitted and bound with incomplete information, the results are typically ‘subject to’ items, numerous follow ups and difficulties renewing policies. Regardless of the reason, missing information and excessive follow ups are…

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4 Ways to Attract Millennial Generation Talent

August 7, 2013 / by ReSource Pro Editorial Team

Consider these two facts:  According to data from the US Bureau of Labor Statistics, by 2020 more than 40% of the US workforce will be comprised of the millennial generation – broadly defined as those born in the 1980s and 1990s.   In 2012, The Griffith Insurance Education Foundation conducted a survey and found that less…

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The F Word in Client Relationships

July 24, 2013 / by ReSource Pro Editorial Team

Tom Cates, President of Brookeside, captivating story teller, and client relationship guru facilitated ReSource Pro’s most recent IAC meeting. Tom’s insights were focused on one goal: upgrading client relationships from “fine” to trusted advisor. According to Tom you don’t want your client relationships to be described with this four letter word! Fine relationships are basic,…

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