Managing revenue is one of the most critical parts of running an agency, yet it’s also one of the most complex. Between reconciling carrier statements, processing commissions, and tracking payments, errors or inefficiencies can cost time, money, and client trust.
At ReSource Pro, we bring clarity and control to your revenue cycle. Our specialized teams and tech-enabled processes ensure your financial operations run smoothly, so you can focus on growth instead of chasing down dollars.
Why retail agencies and brokers trust ReSource Pro with their revenue management
Gain accuracy
Eliminate costly errors with thorough reconciliation and validation processes.
Save time
Free your team from repetitive back-office work and redirect focus to clients.
Scale with confidence
Handle growing volumes and complex statements without increasing overhead.
Agency Bill
Simplify premium collection and strengthen client relationships
Managing Agency Bill can be complex: tracking premiums, reconciling accounts, and ensuring compliance all while maintaining client trust. ReSource Pro’s Agency Bill solutions streamline the process, reduce administrative burden, and help your agency stay focused on growth.
We take the complexity out of Agency Bill by managing every step of the process:
- Premium accounting & reconciliation: Ensure invoices, collections, and carrier remittances are handled accurately and on time.
- Trust account management: Maintain compliance with state regulations through precise tracking of deposits, disbursements, and balances.
- Commission processing: Accurately calculate and apply agency commissions before remitting net premiums to carriers.
- Operational efficiency: Reduce administrative workload and eliminate costly errors with streamlined back-office support.
ReSource Pro team ensures your premiums are managed correctly, your commissions are protected, and your clients receive the seamless service they expect.
Direct Bill Complete
Accelerate commission reconciliation and maximize agency efficiency
If you are still spending hours on manual Direct Bill reconciliation, there’s a better way. ReSource Pro’s Direct Bill Complete combines AI-powered automation with human expertise to streamline reconciliation, reduce administrative burden, and deliver speed, accuracy, and simplicity at scale.
The impact you’ll see:
- Significant cost savings: Achieve 20–65% lower costs compared to manual or alternate reconciliation methods.
- Greater accuracy: Experience a 95% transaction match rate without agency intervention.
- Increased efficiency: Automate over 65% of the process, freeing your team to focus on higher-value work.
Direct Bill Complete is setting a new standard for reconciliation.
