In today’s competitive insurance market, operational efficiency and client experience are essential to growth. Forward-thinking organizations are embracing strategic partnerships to optimize processes, empower their teams, and deliver more value to clients.
Three industry leaders from Grange Insurance, Holmes, Murphy & Associates, and Kaplansky Insurance, share how their collaborations with ReSource Pro have helped them modernize systems, free staff for higher-value work, and scale growth across organizations.
Grange Insurance: seamless platform transition and expanded support
When Grange Insurance transitioned from a legacy DOS-based mainframe to a new Guidewire platform, accuracy and timeliness were paramount. “ReSource Pro was there to ensure a seamless transition,” shares Amanda Cullen, Grange Insurance.
Originally brought on for policy conversion support, the partnership has since evolved into a long-term collaboration. Today, ReSource Pro supports Grange’s small business transactions, renewals, quoting, new business issuance, and system cleanups – all with consistent speed and accuracy.
“The team that we work with is great. We have biweekly meetings where we cover everything that’s been going on. The communication has been really great… It’s been a really positive experience.”
Holmes, Murphy & Associates: freeing service teams for client-focused work
For Holmes, Murphy & Associates, the challenge was balancing client deliverables with administrative burdens like policy checks and document retrieval. By leveraging ReSource Pro’s Policy Insights and document retrieval services, the firm freed its service teams to focus on consultative and technical client support.
“One of our biggest things that ReSource Pro has done to really help us is document retrieval. We are currently up to 12 carriers that we utilize them for, but we have over 100 in total. Instead of going out to carrier websites to grab policy documents or loss runs, our teams can now focus on client questions, deliverables, and technical expertise.” – Danielle Sturzenbach, VP of Client Service.
This shift also enabled Holmes Murphy to standardize processes across diverse verticals – from construction, to technology, to employee benefits – despite the industry’s inherent complexity.
“We’ve had to rethink how we’re going to teach the why. Historically, agencies have said, ‘You have to do this to understand.’ Now, with ReSource Pro, we can explain it while they handle the process.”
Kaplansky Insurance: scaling growth through operations
With 46 acquisitions and counting, Kaplansky Insurance faced the challenge of scaling operations while maintaining client service. COO Jennifer Soares turned to ReSource Pro to offload back-office tasks, giving account managers more time for sales and service.
“Our purpose of ReSource Pro was to take all the backend items off of their plate, free their time up in order for them to do more account rounding and more of the sales side versus paperwork.”
This operational lift has enabled Kaplansky’s teams to focus on cross-sells, upsells, and referrals, fueling growth across 16 locations without adding headcount.
ReSource Pro Provides Proven results across leading agencies and carriers
From major system transitions to multi-location growth strategies, these success stories highlight the tangible impact of operational support done right. By partnering with ReSource Pro, insurance organizations are:
- Streamlining complex workflows
- Freeing teams for higher-value, client-focused work
- Scaling growth without unnecessary overhead
Together, these client outcomes reflect a broader trend: operational transformation translates into higher productivity, stronger profitability, and better client experiences.
Join us at Summit 2026 to learn how you can turn your operational complexity into strategic clarity.
