ReSources

when you want to take a deeper dive

Here's Where You Can Start ReThinking Operations

We're constantly thinking about how we can improve operations, innovate, increase performance and more. In the resources below, you'll find a wealth of information. Check back frequently, as we'll keep adding new material. And let us know if you have any questions or feedback on any of our resources – we'd love to hear from you.

Business Process Management

ADDRESSING THE COMPLETE POLICY LIFE CYCLE

FOCUS ON REVENUE-GENERATING ACTIVITIES

Learn how to create more time so that your people can build stronger relationships.

GET THE DETAILS ON HOW WE CAN HELP

We'll ensure you’re focusing on the right submissions to win the right business.

GET RID OF BACKLOG AND E&O EXPOSURE

We’ll help you gain peace of mind and provide it – learn how we do it.

NOW IS THE TIME TO EARN THEIR TRUST

It’s when clients need you most. Read how we enable you to really support your client.

INCREASING YOUR RENEWAL RATES

It's time to get proactive about easing the renewal process and increasing retention rates.

GET TIMELY, ACCURATE COLLECTIONS

Build your own accounting solution based on your specific business needs.

REDUCING YOUR E&O EXPOSURE

Policy accuracy (your promise) is critical to both your business and your clients.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

Operations Advisory

ALIGNING YOUR STRATEGY, GOALS AND OPERATIONS

GET STRATEGIC ABOUT YOUR OPERATIONS

Realize your business strategy with operations that support your organization.

GAIN OPERATIONAL TRANSPARENCY

Get a complete diagnostic of your operations that allows you to make valuable changes.

YOUR PLAN FOR OPTIMIZING OPERATIONS

Learn how we develop a blueprint that maps your current and future states.

HELPING YOU ACHIEVE YOUR GOALS

Based on the outcome you want to achieve, we'll design a plan and lead its execution.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

HOW SEGMENTATION REDUCED COSTS

A national retail broker increased their profitability while reducing processing costs.

ELIMINATING THE COST OF MISSING INFORMATION

A large wholesaler/MGA reduced their processing time & expenses by 12% annually.

ACCELERATING PRODUCTIVITY

A large wholesaler/MGA increased productivity three-fold & eliminated a 10-year backlog

Talent Development

EMPOWERING YOUR PEOPLE FOR HIGH PERFORMANCE

YOUR PEOPLE ARE YOUR GREATEST ASSETS

Talent Development that helps insurance organizations retain and grow their people.

OUR APPROACH TO ACHIEVING EXCELLENCE

We take a strategic approach to talent development so that you'll get valuable results.

GIVE YOUR PEOPLE THE SKILLS FOR SUCCESS

Employee satisfaction and development make good business sense.

WHEN EVERYONE WORKS TOGETHER

Healthy teams work better, faster and with greater satisfaction.

LEADING FOR HIGH PERFORMANCE

Great companies are led by exceptional leaders who continually improve.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

BREAK THE MOLD WITH THE NEXT GENERATION OF TALENT

Implement a talent acquisition strategy that will take your organization to the next level.

Analytics

LEVERAGING YOUR DATA FOR VALUABLE INSIGHTS

HARNESS THE POWER OF BIG DATA

Get insight into your performance, and the intelligence to improve it.

REAL-TIME VISUALIZATION OF YOUR KPI'S

The performance of your organization, visualized and up-to-date.

GET YOUR AUTOMATED HEALTH CHECK

You’ll not only uncover errors, you’ll understand why they’re being made.

MONITOR AND MANAGE INCENTIVE CONTRACTS

Know where you stand with your supplemental income in real time, any time.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

Specialized Solutions

TRANSFORMING HOW OUR INDUSTRY DOES BUSINESS

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

GIVING YOU THE TIME TO SERVE AND ENGAGE

For Employee Benefits: learn how you can increase customer service and efficiency.

COLLABORATION: A FORCE MULTIPLIER

A national Employee Benefits department increased the value of their ReSource Pro solution.

BROKER OPTIMIZES MARKETING EFFORTS

A large retail broker reduced the time spent per renewal by 29% through a four-part solution.

Corporate

MAKING YOUR OPERATIONS A DRIVER FOR GROWTH

GET AN OVERVIEW OF HOW WE CAN HELP

Delight your customers, maintain your relevance, improve your performance.

SEE HOW YOU CAN IMPROVE OPERATIONS

Delight your customers, retain your relevance, improve your performance.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

OUR GRAPHIC NOVEL ON THE FUTURE

It's not often that an animated, graphic novel is created about our industry's future!