Retail Agencies & Brokers I Technology Services
Technology Consulting
Today’s pressure to adopt AI and new digital tools only intensifies the challenges retail agencies and brokers face: integrating multiple systems, managing hundreds of carrier relationships, and meeting rising client expectations.
ReSource Pro Technology Consulting helps you navigate these complexities with clarity and confidence. Grounded in deep insurance expertise, we align technology decisions with your business goals, ensuring every investment delivers measurable value.
Drive your digital progress forward with ReSource Pro’s consulting expertise
Assess platforms and workflows
Evaluate your current systems and digital maturity to identify opportunities and gaps.
Develop a tailored strategy
Create a technology roadmap unique to your agency or brokerage, with clear priorities and practical implementation steps.
Support through execution
Partner with you from planning through implementation to ensure adoption, alignment, and long-term success.
Technology Assessment & Due Diligence
Gain a clear view of your systems with an insurance lens to uncover risks, gaps, and opportunities that deliver real value.
Core Platform Assessment & Selection
Access expert guidance to assess, select, and implement policy admin, CRM, or AMS platforms that deliver speed, usability, and ROI.
Digital Maturity & Readiness Assessment
Benchmark your digital capabilities against peers and identify the initiatives that matter most.
Digital Transformation Planning
Create practical roadmaps that align technology with your operating model to drive efficiency, scalability, and client experience.
Data Transformation Planning
Turn fragmented spreadsheets and legacy systems into actionable insights that power smarter decisions across all lines of business.
Let’s develop your success strategy
When you’re looking to grow, solutions aren’t one-size-fits-all. Work with our insurance agency consultants today to define your own path forward.
