Our Digital Capabilities

Modern technology. Better process.
Empowered people.

Decades of experience in the insurance industry means we understand the need for, and challenges of, digitizing your operations. We’re here to help you automate processes, optimize workflows, and let you focus on driving revenue.

Holistic Task Automation

Robotic process automation (RPA) can’t replace humans, and it shouldn’t. ReSource Pro helps you implement RPA for the greatest impact, by automating time-consuming tasks and reducing cycle times. We offer RPA support for almost any insurance-based task, including activities you wouldn’t typically outsource.

Data Extraction

From taking in submissions data to quoting with insureds, the insurance lifecycle requires a significant – and complex – digital paper trail. ReSource Pro’s proprietary tool, DAISy, lets you extract data from various formats, including photos, for faster processing and improved consistency.

AI and Insurance Expertise

The number of insurance companies using AI is growing for a good reason. AI is a powerful co-pilot to your expertise, letting you streamline repetitive tasks, customize client experiences, and synthesize data to help with decision making. AI will never replace human agents, but when coupled with our years of insurance expertise, it allows your people to focus on higher-skill activities.

Business Rules

Business rules complement other automation tools, allowing for dynamic variable conditions. We leverage our years of insurance expertise to help you automate repetitive processes, so your people can focus on what counts.

API Integrations

An insurance API helps to connect and integrate data from your systems, enabling a simpler workflow and improved customer experience. Our experience spans over 1,400 tasks and, as a Vertafore Orange Partner, we can integrate seamlessly with several popular agency management systems.