Your account managers are at their best when building client relationships and driving retention, not drowning in administrative tasks.
ReSource Pro helps you take back control by handling time-consuming processes such as policy checking, endorsements, billing, and documentation with precision and consistency. With our scalable back-office support, your team gains the freedom to focus on what truly matters: serving clients, strengthening retention, and growing your agency’s bottom line.
Increase capacity
Free your account managers from administrative tasks so they can focus on high-value client relationships and retention.
Ensure accuracy
Standardize workflows and reduce errors in policy servicing, billing, and documentation to minimize compliance risks.
Drive growth
Scale your team’s capabilities with flexible back-office support that allows you to handle more business without adding headcount.
Renewals Support
Simplify policy renewals and retain more clients
Renewals are one of the most critical touchpoints in the insurance lifecycle, requiring detailed data gathering, carrier negotiations, and accurate documentation.
ReSource Pro’s renewal support eases the burden on your account managers, ensuring a smooth process that strengthens client relationships and drives retention.
We help agencies simplify and standardize the renewal process, so your team can focus on clients:
- Data collection & preparation
Gather, organize, and validate renewal information including loss runs, exposures, and underwriting details. - Carrier submission management
Prepare accurate, complete submissions and manage follow-ups with carriers. - Proposal creation
Build clear, side-by-side comparisons of coverage options and draft professional proposals for client delivery. - Policy checking & documentation
Review policies for accuracy, process endorsements, and ensure documentation is complete and compliant. - Billing & system updates
Support both direct bill and agency bill processes while updating agency management systems. - Scalable team support
Provide flexible staffing to handle peak renewal seasons without overloading your account managers.
