ReSource Pro wins Silver Award in the Stevie Awards for Sales & Customer Service 2022
ReSource Pro was honored with a Silver Award in the “Back-Office Customer Service Team of the Year – Financial Services Industries” category for helping a client improve customer and employee experience.
What to Consider When Choosing an Insurance BPO Provider
We often hear from our clients that the most difficult part of starting to use an insurance outsourcing service is “starting to use an insurance outsourcing service.” This is especially true for businesses that have never used outsourcing before.
P&C Personal Lines Insurers: Viewing Key Strategic Initiatives Through A New Lens
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According to a new study from ReSource Pro Consulting, personal lines insurers will continue to advance their digital transformation strategies in 2022.
Susan Toussaint on Trigger Event Marketing in IA Magazine
Susan Toussaint, VP of Growth Solutions, wrote for IA Magazine on how trigger event marketing can help insurance agents engage prospects and clients.
Designing the Best-fit Insurance Operations Solution
So, how do leading insurance organizations efficiently and effectively drive positive change? They use an appropriate framework that can be applied to any initiative, ensuring they are covering every aspect of the challenge.
From Sales to CEO: Q&A with ReSource Pro’s Dan Epstein Tagger
Dan, our CEO sat down on the Evolved Broker Podcast with host Pat Costello, co-founder and principal at Evolve MGA, to discuss Dan’s career, his time as a stand-up comedian, and more.
KALEIDOSCOPE Podcast EP 06: COVID Impact on Service Delivery & Relationships
On this episode of Kaleidoscope we welcome guests, Lisa Teel, Assistant Vice President of Agency Operations, and Brandon Marshall, Senior Vice President of Agency Operations and Marketing at Encova Insurance.
Simplify certificate of insurance management and issuance
Why Certificate of Insurance Management Matters More Than It Seems Certificates of insurance are often viewed as simple, entry-level tasks, but for insurance agencies they represent a critical moment of truth for insureds. Each certificate reflects the agency’s accuracy, responsiveness, and professionalism—factors that directly influence client trust and retention. When certificates are delayed, incorrect, or […]
Our Solutions Solve Customer Experience Challenges
ReSource Pro’s Insurance Experience Center improved the client’s operations by delivering timely service to agents and insureds through both front-office and back-office services.
Automation-Enabled BPM vs. In-House RPA in Insurance
Automation-enabled business process management provides the best of both worlds: You outsource complex mission-critical processes to experienced professionals who are also equipped to maximize the value of RPA.