A top 10 retail agency organization in Central and Northern California needed to rapidly scale and standardize its employee benefits operations across 14 offices while maintaining service quality. Through ReSource Pro’s Operations Advisory and Staffing Solutions, the agency expanded its regional team from 6 to 18 FTEs in just 45 days, achieving 2.25x growth and consistent workflows across all locations. By appointing a dedicated ReSource Pro Liaison to manage communication, training, and carrier access, the partnership streamlined operations, reduced redundancy, and improved collaboration. The success prompted plans to expand ReSource Pro’s role in 2026, extending support to benefits analytics and technology system builds
