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".
Have questions? We’ve got the answers.
Have questions? We’ve got the answers.
Frequently asked questions about ReSource Pro Intelligent Policy Checking.
ReSource Pro Intelligent Policy Checking FAQs
What is Intelligent Policy Checking?
Intelligent Policy Checking is a solution that uses a combination of AI, automation, and expert review to evaluate insurance policies for accuracy and risk.
Why is policy checking important in insurance?
Policy checking helps prevent errors, reduce E&O exposure, support risk management, and protect reputation by ensuring policies are accurate before delivery.
How does ReSource Pro’s approach work?
The approach combines advanced AI with scalable human expertise so each policy is checked with the right level of oversight and speed.
What delivery options are available?
Delivery models include AI self-service, AI with human oversight, and AI plus expert in-depth review, depending on complexity and needs.
What policy checking tiers are offered?
The service includes AutoCheck for low-complexity policies, ExpressCheck with human oversight, and AdvanceCheck for complex or high-value policies.
Which types of policies can be checked?
It covers commercial lines such as Workers’ Compensation, General Liability, Auto, Property, and Umbrella with options for broader line coverage at higher complexity tiers.
What are typical turnaround times?
Turnaround varies by tier — minutes for basic AI self-service, 1–2 business days for AI + oversight, and up to 7 business days for full expert review.
Who benefits from Intelligent Policy Checking?
Insurance carriers, retail agents & brokers, and wholesalers & MGAs looking for faster, more accurate policy reviews benefit from the service.
Upgrade your policy checking process
Simplify your entire policy lifecycle and gain the visibility you need.