Use Case: Broker Enhances Commercial Account Servicing


A large national insurance brokerage.


The client acquired an agency business with a significant book of small commercial accounts, increasing the volume of servicing requests for the company. The client needed a cost-effective way to serve this segment and maintain its operating margins.


ReSource Pro’s Insurance Experience Center (IX Center) provided a white labeled, end-to-end, outsourced servicing solution. Our dedicated and highly experienced team delivered a full range of services, including new business quoting and binding; managing the renewal process from beginning to end; handling all policy servicing requests, such as certificates of insurance and change requests; and supporting billing, among other functions.


The client has a national presence, serving individuals as well as small, midsize, and larger commercial insurance customers. Working with ReSource Pro, the client was able to optimize its newly acquired agency operations and re-deploy experienced account management staff to focus on more complex accounts. Outsourcing its front-office servicing to ReSource Pro helped this client:

  • Sustain a guaranteed profit margin
  • Maintain a high rate of account retention
  • Strengthen its brand by providing best-in-class customer care

Read More About Our IX Center

Learn how our insurance customer service outsourcing solution can help your agency deliver world-class experiences to your small commercial clients by visiting our Insurance Experience Center page or scheduling a call.