Discover our Surplus Lines Compliance tool

Surplus Lines Calculator and Tax Tool Surplus lines compliance is one of the most complex and time-sensitive responsibilities facing insurance brokers and carriers. Unlike admitted business, surplus lines transactions are governed by a patchwork of state-specific regulations, each with its own filing requirements, tax rates, forms, deadlines, and payment rules. When this information is fragmented […]

Improve the Customer Experience for Your Small Accounts

Over the years, we see that insurance agencies have taken many different approaches to servicing small accounts, though the results are often mixed. Let’s dive into why these solutions usually fall short.

4 Must-Have Digital Investments for Property & Casualty Insurers

For property and casualty insurance, the pandemic has brought digital strategies and investments into sharp focus and revealed which digital investments are delivering high value and which are not. Here are 4 must-have investment emerged as focus areas in 2020.

How to Identify Automation Opportunities

Learn how to determine where to start leveraging automation, and what to expect from your first automation initiative.

How the Pandemic Shaped P&C Insurers’ Digital Priorities

Throughout 2020, Strategy Meets Action tracked changes to personal and commercial lines insurers’ budgets and plans through surveys and our ongoing work with insurers around digital transformation. In this blog, we’ll dive into the big themes we discovered.

Boosting Insurance Claims Quality by 100X in 60 Days

Let’s take a look at how James River was impacted and how, with the help of ReSource Pro, it was able to overhaul claims quality and processing time.

ReSource Pro Launches Growth Solutions Practice

  ReSource Pro is excited to announce Growth Solutions, a new practice that provides insurance agencies and carriers with strategies and resources to differentiate, elevate client conversations, and achieve organic growth goals.

Certificate Tips & Tricks: How to Prevent Misunderstandings

Should insurance agencies attach complete endorsement or policy forms to certificates of insurance? Here’s why doing so is in their best interest.

Achieving a Faster, More Efficient Insurance Customer Experience

Find out how a national insurance PA and a digital MGA overcame these obstacles and transformed the customer experience with the help of ReSource Pro’s IX Center.

Do Distributors and Carriers See Eye to Eye on Tech?

SMA Strategy Meets Action, a ReSource Pro company, is conducting a new survey to capture the current state of the carrier-distributor relationship and the role technology plays in it.