Policy servicing is risk management. Done wrong, it drains time and risks client trust. Done right, it protects and grows your business.
At ReSource Pro, we understand that policy accuracy is more than just paperwork; it’s your reputation and your client’s trust. We elevate policy servicing processes for retail agencies and brokers by combining highly trained expertise with AI and advanced technology to manage collection, review, validation, and correction. The result: reduced E&O risk, faster delivery, and more time for your team to focus on growth and client service.
Accelerate delivery
Speed up policy turnaround with scalable support and processing that ensures clients get accurate documents faster.
Reduce risk
Minimize costly errors and compliance issues with thorough review, validation, and correction backed by expert teams and advanced technology.
Scale with confidence
Handle peak seasons and growing volumes without worrying about staffing constraints or bottlenecks
Efficiency gains and real-time processing in a fast-paced industry.
Britany Maddux, VP of Transportation at AssuredPartners, shares how ReSource Pro helped standardize processes and drive impact. With support for real-time endorsement processing, the partnership delivered measurable results, including $10,000 in savings per task and improved forecasting through enhanced KPI insights.
Bring accuracy, visibility, and efficiency to every policy process.
Make policy checking a strategic advantage
Empower your agency with AI and tech-enabled policy checking solution that not only streamlines review and coordination but integrates easily with your AMS to provide new insights into your business. Monitor policy processing real-time, track account manager performance, and quickly identify and correct E&O issues.
Simplify certificate of insurance (COI) management
COIs are more than an entry-level task, and without the most advanced COI management software, you could be missing valuable insights into your certificate management process. Our proprietary tracking system and specialized teams follow requests from receipt to issuance and work on-demand for fast turnaround times and improved client outcomes.
Certs Center
Gain partner visibility
Get 100% visibility of your carrier partnerships with the right analytics software. Our dashboard helps you track incentives, manage contingency income, and perform year-over-year analysis. With up-to-date information and predictive forecasting capabilities, you can accurately project revenue and take proactive steps to protect and grow it.
