Policy Insights®
Intelligent Policy Checking
Policy checking isn’t just a back-office task; it’s a critical part of risk management.
Insurance agencies work hard to balance efficiency and accuracy, knowing that over-checking drains resources while under-checking can lead to missed details, E&O exposure, reputational damage, and financial risk.
That’s why ReSource Pro's Policy Insights® offers a flexible, tiered model designed to provide the right combination of AI, automation, and expert review for every policy. Whether simple or highly complex, each policy is checked with the right level of speed, accuracy, and oversight to deliver efficiency without compromise.
Every commercial policy, every level of complexity, every time.
ReSource Pro brings decades of industry experience and is trusted by over 2,000 insurance organizations to deliver measurable impact and results. Our experts help you identify the right solution for every policy type so you can achieve maximum efficiency and ROI.
AutoCheck
ExpressCheck
AdvanceCheck
Delivery model
ReSource Pro AI
+ self-service
ReSource Pro AI
+ human oversight
ReSource Pro AI
+ expert in-depth review
Policy complexity level
Low
Low to medium
Medium to high
Line of business coverage
Five commercial lines: Workers' Compensation, General Liability, Auto, Property, Umbrella
Five commercial lines: Workers' Compensation, General Liability, Auto, Property, Umbrella
All commercial lines
Average turnaround time
Minutes
1-2 business days
7 business days
AutoCheck
Delivery model
ReSource Pro AI + self-service
Policy complexity level
Low
Line of business coverage
Five commercial lines: Workers' Compensation, General Liability, Auto, Property, Umbrella
Average turnaround time
Minutes
ExpressCheck
Delivery model
ReSource Pro AI + human oversight
Policy complexity level
Low to medium
Line of business coverage
Five commercial lines: Workers' Compensation, General Liability, Auto, Property, Umbrella
Average turnaround time
1-2 business days
AdvanceCheck
Delivery model
ReSource Pro AI + expert in-depth review
Policy complexity level
Medium to high
Line of business coverage
All commercial lines
Average turnaround time
7 business days
67%
22%
30%
Choose the right solution for your team
AutoCheck
A cost-efficient, self-service AI solution ideal for low-complexity policies, enabling you to verify key details in minutes.
Upload your policies and quickly see potential discrepancies, gaining instant clarity and confidence.
ExpressCheck
A balanced, AI-powered solution with expert oversight designed for mid-complexity policies, delivering faster turnaround, improved accuracy, and greater confidence at an optimized cost.
AdvanceCheck
A comprehensive solution with thorough expert review, best for mid- to high-complexity policies, delivering maximum accuracy, minimized E&O risk, and complete confidence in every policy review.
Using our tech-enabled Account Manager Portal (AMP), you can monitor policy processing in real-time, track account manager performance, and quickly identify and correct E&O issues.
Policy checking, simplified
Cheryl Sanders, EVP of Client Service and Carrier Relations at Brady Chapman Holland, shares how they improved efficiency and client service with ReSource Pro's Policy Insights, an Al-powered solution for policy checking. In her words: "Policy Insights is a game changer".
Upgrade your policy checking process
Simplify your entire policy lifecycle and gain the visibility you need.
