Case Studies

Discover how our we’ve impacted over a thousand agents, brokers, carriers, and MGAs.

ELIMINATING BACKLOGS, BOOSTING EFFICIENCY OF LARGE ACCOUNT RENEWALS

ReSource Pro supports large account renewals and eliminates account manager backlog.

CAPACITY SUPPORT AND SEGMENTED WORKFLOW RETURNS SMALL BUSINESS UNIT TO PROFITABILITY

ReSource Pro supports an understaffed small business unit that was experiencing reduced profitability.

CARRIER GAINS A VISION OF SUCCESS FOR NEW MGU

ReSource Pro Consulting helped a carrier develop a vision of success for their new project, including a target operating model and strategic roadmap.

AGENCY ELIMINATES CROSS-PLAN OFFSETTING FROM ITS CONTRACTS

An agency improved client experience with risk-based selling and reduced E&O liability. 

RESOURCE PRO PROVIDES STRATEGIC GUIDANCE TO STARTUP MGU

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.

User Training for Admin System

ReSource Pro developed a repeatable end user training curriculum for a carrier's new system.

HOW INTEGRATED OPERATIONS-AS-A-SERVICE PROVIDES CUSTOMER VALUE

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.

GUIDING WORKERS’ COMP CARRIER TO GROWTH PATH

ReSource Pro Consulting delivered market data and industry expertise to chart a course for the client’s future growth and profitability.

END-TO-END OFFICE SOLUTIONS SOLVE CUSTOMER EXPERIENCE CHALLENGES

ReSource Pro's Insurance Experience Center provided comprehensive, omni-channel
contact center and mail services.

Claims Solution Accelerates Ride Share Program

ReSource Pro’s Insurance Experience Center (IX Center) provided the client with a flexible and scalable solution that delivered immediate additional servicing capacity.

National Brokerage White Label Solution

ReSource Pro’s Insurance Experience Center (IX Center) provided a white-labeled, end-to-end, outsourced servicing solution.

Smooths Specialty Carriers Entry into Insurance Market

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.

MGA Focus on Driving Growth in Specialty Program

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.

Elevating customer and employee experience

One of the world's largest retail brokers saved 242,000 hours in processing time.

Overcoming a Claims Spike

James River boosted claims quality by 100x and cut down processing time.

Boosting Quotable Business

A leading carrier increased underwriting efficiency by 35% with submission triage.

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.

Reimagining the Insurance Customer Experience

The Insurance Experience Center helps Distinguished Programs win a Stevie Award for outstanding customer service.

BEYOND CUSTOMER SERVICE DURING HURRICANE HARVEY

The Insurance Experience Center offered extra support to clients to seamlessly deliver during the devastating natural disaster.

TRANSFORMING YOUR OPERATIONS

Having a strong service model helps the administrator focus on strategic initiatives.

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

HOW SEGMENTATION REDUCED COSTS

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

Identify exposure through errors

Policy Insights reduced policy checking times and improved accuracy for Odell Studner.

FINDING THE RIGHT PARTNER

An insurance agency switched operations vendors to finally realize the benefits they sought.

Disrupting the Sales Process

A TrueNorth producer grew his book of business 3x with Growth Solutions coaching.

Achieving Growth Targets

TrueNorth grew revenue nearly 40% during a pandemic by increasing sales process alignment.

Encova Expands with Comprehensive Training

Through a multi-phased approach, Growth Solutions helped Encova achieve differentiation and organization-wide alignment.