Navigating insurance agency compliance: CEO Dan Epstein Tagger for PC360

As agencies expand or merge across state lines, managing compliance becomes more difficult, with risks of costly fines and reputational damage. ReSource Pro CEO Dan Epstein’s recent article in PC360 sheds light on the growing complexity of insurance agency compliance and the need to consolidate regulatory partners.

Collaboration in the InsurTech ecosystem – InsurTech Ohio with Beth Taylor

Right now, the insurance industry faces unprecedented challenges and opportunities – and strategic partnerships are more vital than ever. In a recent interview with InsurTech Ohio, Beth Taylor, Senior Vice President and Global Head of Marketing at ReSource Pro, sheds light on how the company is not just navigating these changes but thriving amidst them.

Direct Bill Complete

Direct Bill Complete: A Smarter Way to Optimize Direct Bill Commission Processing Direct bill commission entry has long been one of the most challenging and resource-intensive functions for insurance agency accounting teams. Month after month, teams dedicate countless hours to downloading commission statements, manually entering data, reconciling discrepancies, and resolving missing or incorrect commissions. As […]