Case Studies
Discover how our we’ve impacted over a thousand agents, brokers, carriers, and MGAs.
ReSource Pro supports large account renewals and eliminates account manager backlog.
ReSource Pro supports an understaffed small business unit that was experiencing reduced profitability.
ReSource Pro Consulting helped a carrier develop a vision of success for their new project, including a target operating model and strategic roadmap.
An agency improved client experience with risk-based selling and reduced E&O liability.
An MGU gained the market expertise and research insights to develop its strategic vison, goals, and priorities, a technology roadmap, and a target operating model.
ReSource Pro developed a repeatable end user training curriculum for a carrier's new system.
A leading TPA benefited from a quick turnaround time and a high quality, cost-effective solution that freed up capacity and resources for more strategic work.
ReSource Pro Consulting delivered market data and industry expertise to chart a course for the client’s future growth and profitability.
ReSource Pro's Insurance Experience Center provided comprehensive, omni-channel
contact center and mail services.
ReSource Pro’s Insurance Experience Center (IX Center) provided the client with a flexible and scalable solution that delivered immediate additional servicing capacity.
ReSource Pro’s Insurance Experience Center (IX Center) provided a white-labeled, end-to-end, outsourced servicing solution.
ReSource Pro delivered fast, expert, scalable support for the client’s underwriting and claims operations, product configuration and user acceptance testing of the client’s technology platform.
ReSource Pro’s Insurance Experience Center (IX Center) provided comprehensive, turnkey policy servicing that enabled the client to improve its responsiveness and dedicate staff to growth opportunities.
One of the world's largest retail brokers saved 242,000 hours in processing time.
A leading carrier increased underwriting efficiency by 35% with submission triage.
A national Employee Benefits department increased the value of their ReSource Pro solution.
A large retail broker reduced the time spent per renewal by 29% through a four-part solution.
The Insurance Experience Center helps Distinguished Programs win a Stevie Award for outstanding customer service.
The Insurance Experience Center offered extra support to clients to seamlessly deliver during the devastating natural disaster.
Having a strong service model helps the administrator focus on strategic initiatives.
A large wholesaler/MGA reduced their processing time & expenses by 12% annually.
A large wholesaler/MGA increased productivity three-fold & eliminated a 10-year backlog
A national retail broker increased their profitability while reducing processing costs.
Policy Insights reduced policy checking times and improved accuracy for Odell Studner.
An insurance agency switched operations vendors to finally realize the benefits they sought.
A TrueNorth producer grew his book of business 3x with Growth Solutions coaching.
TrueNorth grew revenue nearly 40% during a pandemic by increasing sales process alignment.