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 Tagger and Chris Watkins
In a recent feature for CIAB’s Leader’s Edge, Dan Epstein Tagger, 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 […]
Direct bill commission processing
Direct bill commission processing is one of the most time-consuming and operationally complex functions within insurance agency accounting. Insurance agencies process thousands of direct bill commission statements each month, often across hundreds of carrier partners. The sheer volume of statements, combined with inconsistent formats, carrier-specific rules, and manual validation requirements, places significant strain on accounting […]
Partnering with ReSource Pro
A national insurance brokerage and risk management firm sought to scale its operations while maintaining exceptional service quality. ReSource Pro’s Policy Insights®, Certs Center, and Dedicated Team Support streamlined policy servicing, certificate issuance, and accounting processes across multiple offices. Within 30 days, ReSource Pro onboarded hundreds of employees, helping the client achieve a 99.9% accuracy […]
ReSource Pro Launches The Insurance Lead: a New Voice for Insurance
New insurance community to deliver practical leadership perspective, expert analysis, and research to help insurance leaders navigate industry change.
How three industry leaders are transforming insurance operations with ReSource Pro
In today’s competitive insurance market, operational efficiency and client experience are essential to growth. Forward-thinking organizations are embracing strategic partnerships to optimize processes, empower their teams, and deliver more value to clients.