Deb Smallwood on Redefining Power, Confidence, and Leadership for Women in Insurance
Women make up nearly 60% of the insurance workforce, yet only 23% of carrier executives and just 11% of technology leaders. For Deb Smallwood, these aren’t just statistics. They’re proof that meaningful change in insurance leadership still has far to go.
The frontline of the intelligent insurance era at Applied Net 2025
At Applied Net 2025, AI emerged as the defining force of the Intelligent Insurance Era. This post explores how vertical, insurance-specific AI is reshaping operations—enhancing human expertise, enabling smarter workflows, and setting the foundation for an empowered, data-driven future in insurance.
AI Meets Accuracy: ReSource Pro Expands AI Policy Checking for Every Complexity Level
New tiered model puts precision, choice, and speed in clients’ hands, combining AI with expert assurance for every level of policy complexity.
The claims talent crisis: how a perfect storm created a workforce emergency
This isn’t just another labor shortage story. It’s a reckoning. The insurance industry’s claims talent crisis has been decades in the making; the result of short-term cost-cutting, underinvestment in training, and a failure to tell the powerful human story behind claims work.After nearly 30 years in insurance recruitment, I’ve watched the rise and decline of […]
It’s never about the system: How insurers can lead with technology and data
Digital transformation in insurance doesn’t start with new software — it starts with people, processes, and data. That’s the perspective of Gustavo Guadalupe, CIO of Qualitas Insurance, who has spent nearly three decades building technology that serves the business, not the other way around.
AI in Insurance: Moving Beyond the Hype with Dan Epstein and Chris Watkins
In a recent feature for CIAB’s Leader’s Edge, Dan Epstein, CEO of ReSource Pro, and Chris Watkins, Chief Information Officer, discuss how insurance leaders can move past the hype around artificial intelligence (AI) to achieve meaningful, measurable outcomes.
How independent agencies can fix the real talent problem and unlock hidden profit
Independent insurance agencies often describe a talent shortage as their biggest challenge. But according to industry expert Roger Sitkins, the real issue is a talent imbalance; too many employees focused on low-value work and too few dedicated to the high-value clients who drive growth. The Profit Imbalance Hidden in Most Agencies Sitkins’ research on agencies […]
From foundational to transformational: an overview of the agency technology landscape
ReSource Pro’s latest research report, From Foundational to Transformational: An Overview of the Agency Technology Landscape, explores how independent insurance agencies are advancing along the digital maturity curve—from essential operational systems to next-generation, AI-driven innovation. Drawing on in-depth market analysis and expert insights, the report maps the evolution of agency technology across three levels: foundational, […]
Transforming employee benefits operations
A top 10 retail agency organization in Central and Northern California needed to rapidly scale and standardize its employee benefits operations across 14 offices while maintaining service quality. Through ReSource Pro’s Operations Advisory and Staffing Solutions, the agency expanded its regional team from 6 to 18 FTEs in just 45 days, achieving 2.25x growth and […]
Transformation services
A national insurance and financial services firm operating across 200+ offices sought to unify its operations after years of growth and acquisitions. Each office had its own workflows and systems, leading to inefficiencies and limited scalability. Through ReSource Pro’s Transformation Services, the firm implemented a collaborative, “BPO-in-a-box” model that standardized personal, commercial, and claims processes […]