For carriers, MGAs, and wholesalers
New Business
Winning new business shouldn't strain your operations.
When quoting and onboarding slow down, growth suffers. Manual handoffs, missing information, and siloed systems cost time, create errors, and frustrate producers.
Built for Insurance Growth Workflows
Accelerate Speed to Quote & Bind
Eliminate processing bottlenecks and reduce new business turnaround time
Ensure Accuracy & Completeness
Support each submission with timely, accurate policy, audit, and loss control data
Scale Without Adding Headcount
Expand capability during peak seasons or high growth periods with operational flexibility
Policy Servicing
Keep policy workflows moving
We handle the administrative lift that comes with quoting, policy issuance, endorsements, and document processing, so your underwriters and ops teams can focus on decision-making, not paperwork. Our specialists operate across your systems, forms, and guidelines to ensure submission packages are complete, accurate, and processed fast.
Premium Audit Complete
Audit smarter, not harder
We help close the loop on premium audits by supporting scheduling, data collection, reconciliation, and carrier communication. Whether you’re dealing with voluntary or mandatory audits, our teams make sure the right data is captured, calculations are accurate, and customers are informed – with a 80% + accuracy rate in all 50 states.
Loss Control Complete
Stay ahead of risk, not behind it
Our specialists support loss control coordination from initial survey scheduling to final report intake and system updates. We help you manage the data, timelines, and follow-ups involved in closing out loss control recommendations—reducing downstream risk exposure and ensuring stronger underwriting decisions.
Have questions? We’ve got the answers.
Have questions? We’ve got the answers.
Frequently asked questions about ReSource Pro New Business.
ReSource Pro New Business FAQs
What is “New Business” support for retail insurance agencies?
New Business support helps agencies manage the administrative work around proposals, quote comparisons, and submission tasks so producers can focus on client relationships.
What tasks are included in new business services?
Services include preparing accurate proposals, comparing carrier quotes side-by-side, and supporting new business pipeline workflows.
How does ReSource Pro help with proposals?
ReSource Pro crafts accurate and timely proposals with tech-enabled processes, quality checks, and consistent formatting to help agencies win business.
What does quote comparison support involve?
Quote comparison support standardizes carrier quotes, reduces manual effort, and delivers clear, easy-to-understand analysis to advise clients confidently.
Why should agencies outsource new business tasks?
Outsourcing lifts administrative burden, improves speed and accuracy, and lets internal teams focus on client engagement and growth.
Who benefits from these new business services?
Insurance carriers, retail agents & brokers, and wholesalers/MGAs can all benefit from new business support.