Jobs After Military Service: From the U.S. Navy to ReSource Pro

Former Navy Rear Admiral John Spencer, now Senior Director of U.S. Operations at ReSource Pro, brings unique operational expertise to the insurance industry. Discover his journey from the Navy to insurance and his commitment to problem-solving and supporting growth.

Use Case: Workflow Optimization Restores Profitability

ReSource Pro transformed a struggling small business unit for a top-30 U.S. insurance broker. High attrition and workflow issues led to profit loss. With our Premier Service, we boosted capacity by 85%, increased revenue retention by 7%, and enhanced direct margin by 15%.

S-Election and Business Entity Taxes

In the insurance sector, many businesses opt for C corporations or LLCs. These entities can leverage the Internal Revenue Code’s provision, known as an S-election, to pass income, losses, deductions, and tax credits to individual owners, avoiding double taxation of business income.

Capacity Management is Carriers’ Secret Weapon

Many leaders and carriers rely on qualitative assessments instead of data-driven analysis to gauge productivity and plan their workforce. The alternative is implementing capacity management to accurately assess workload capacity and make informed decisions.

P&C agency distribution: Digital strategies and plans for personal lines for 2023

This report provides actionable insights for carriers on distributor plans and expectations and highlights new research from a survey of executives at agencies and brokers focused on personal lines. The report looks at agencies’ current state of automating business with carrier partners, agents’ satisfaction with insurers’ digital offerings, and the top investments agencies think insurers […]

ReSource Pro’s Fatima Dean Talks AI and Underwriting

ReSource Pro’s Fatima Dean, Director of Client Development, joins industry experts in a discussion with AM Best’s John Weber about the role of artificial intelligence (AI) in insurance underwriting at the 2023 WSIA Annual Marketplace in San Diego.

3 Ways P&C Insurers’ Talent Strategies Are Changing

To gain a closer look at property and casualty insurers’ plans for attracting, retaining, and reskilling employees in today’s challenging environment, we surveyed over 40 executives at P&C insurers across the U.S. Here are some of our key findings.

ReSource Pro Welcomes Beth Taylor as SVP, Marketing

ReSource Pro is excited to introduce Beth Taylor as our new Senior Vice President and Global Head of Marketing, leading the company’s overall communication and marketing strategies to reinforce our leadership position in the insurance industry.

ReSource Pro Welcomes Beth Taylor as SVP, Marketing

ReSource Pro is excited to introduce Beth Taylor as our new Senior Vice President and Global Head of Marketing. With an impressive background spanning over 18 years in global B2B marketing, Beth Taylor brings a wealth of expertise and a track record of numerous marketing accolades in industries including big tech, travel tech, consulting, and finance.

A new era of carrier staffing and productivity management

This research report offers key insights into the workforce and performance management strategies of P&C carriers, from how carriers manage productivity and employee performance to their approaches to assessing staffing needs. The report also includes questions carriers must ask themselves to understand if their workforce strategies are delivering efficiency, as well as valuable takeaways to […]