Running an agency means balancing growth with daily operational demands. From new business and revenue management to account support, compliance, and employee benefits, the workload can be overwhelming.
ReSource Pro provides scalable, tech-enabled services that handle time-consuming tasks with accuracy and efficiency, giving your team more freedom to focus on clients, retention, and growth.
Turn busy work into new business
For insurance agencies and brokers, new business fuels growth but demands speed, accuracy, and meticulous attention to detail across tasks such as crafting proposals and comparing quotes.
ReSource Pro streamlines these essential tasks so your producers can focus on nurturing client relationships and closing deals. With our expertise and tech-enabled services, we remove the administrative burden from your team and accelerate your new business pipeline.
- Quotes comparison
- Proposal preparation
- Loss run management
- Submission processing
- Data entry and quality control
Improve accuracy and efficiency in policy servicing
Accurate policy servicing is critical to protecting client trust and enabling growth.
At ReSource Pro, we elevate processes like policy checking, certificate of insurance management, and carrier commission optimization by blending expert talent with AI and advanced technology. The result: reduced E&O risk, faster turnaround, and more time for your team to focus on clients and growth.
- Policy Checking
- Certificate of Insurance (COI) Management
- Commission Optimization
Gain confidence in every dollar
Managing revenue is essential to every agency, but it is also highly complex. Reconciling statements, handling commissions, and tracking payments can easily lead to costly errors and inefficiencies.
ReSource Pro simplifies the revenue cycle with expert teams and AI-powered solutions, giving you accuracy and control while freeing your time to focus on growth.
- Direct bill reconciliation
- Agency bill
Solve administrative burdens. Strengthen retention.
Your account managers excel at cultivating client relationships and boosting retention, not getting bogged down in administrative work.
ReSource Pro empowers you to regain control by managing labor-intensive tasks like policy checking, endorsements, billing, and documentation with accuracy and consistency.
- Renewals support
- Policy checking
- Certificate of Insurance (COI) Management
Stay compliant and protect your agency
Keeping up with regulations and licensing requirements doesn’t have to feel overwhelming.
ReSource Pro brings decades of compliance expertise to your side, managing licensing, corporate compliance, surplus lines filings, and ongoing compliance reviews with precision and reliability.
- Licensing
- Corporate Compliance
- Surplus Lines
- Compliance Review Services
Scale your employee benefits administration and grow your business
Administering employee benefits today comes with mounting complexity, seasonal peaks, and regulatory demands.
ReSource Pro steps in as your operational partner, taking on routine tasks, compliance oversight, and data management so your team can devote energy to strategy, service, and growth. With us handling the behind-the-scenes work, your agency delivers strong benefits experiences while staying efficient and compliant.
- Enrollment & renewal support
- Benefits administration
- Plan comparison
- Census data preparation & maintenance
- Documents review & audit
- Marketing & renewal assistance
- Benefit guides & employee communication
- Billing, invoicing & commission validation
Ready to simplify and scale your operations?
Whether you’re launching new programs, optimizing accounting, or modernizing compliance, our Business Services team helps you move faster with less friction. Let’s build capacity where it counts.
