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Insurance Renewal Backlog Management: How Efficiency Boosting Eliminates Renewal Bottlenecks Insurance renewal backlog management has become one of the most critical operational challenges for large insurance brokers. As renewal volumes increase, compliance requirements tighten, and experienced account managers exit the workforce, brokers are finding themselves buried under service-heavy

ReSource Pro today joined the 2023 Inc. 5000, an annual list of the top 1% of America’s fastest-growing private companies.

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ReSource Pro

ReSource Pro is thrilled to have been named to the 2023 Inc. 5000 list, which the top 1% of fastest growing companies in the US. This year marks our 14th inclusion in the Inc. rankings, making us one of just 14 companies that have achieved this honor –
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Resource Pro Editorial Team

When an insurance agency begins soliciting or transacting business outside its domicile state, it may need to register as a foreign entity with the Secretary of State’s Offices. It’s common for insurance professionals to be less familiar with this process, even compliance specialists may not be aware of
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Resource Pro Editorial Team

Despite economic stresses, M&A activity remains a popular growth strategy for the insurance industry. However, overlooking regulatory compliance considerations in the planning and execution phases may lead to lengthy delays and unexpected costs. Here are five key tips to managing M&A compliance.
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Resource Pro Editorial Team

Stabilizing Small Business Insurance Servicing Through Targeted Capacity Support Small business insurance units play a critical role in agency profitability, yet they are often the most operationally fragile. High transaction volume, thin margins, and constant service demands make these units especially vulnerable to staffing shortages, turnover, and inconsistent

A new ReSource Pro research report examines the channel distribution plans of MGAs in 2023, including their current partnerships, how they expect distribution to change in the next few years, and their strategies to expand various channel partners over the next few years.
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Mark Breading

The insurance industry continues to find itself in a talent crisis. The workforce challenges we are facing are not entirely new. Some of them are the lasting impact of the pandemic, while others have come and gone over time as the result of a changing world.
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Meredith Barnes-Cook

Fatima Dean, Director of Client Development, wrote for Insurance Journal about how technology is impacting underwriting and how underwriters can adapt.

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Insurance Journal

Lean process mapping is a Lean management tool that involves breaking a process into step-by-step instructions and creating a flowchart to identify areas where work can be streamlined or eliminated. It enables businesses to boost quality, efficiency, and communication; ultimately improving customer experience.
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Philip Vallido and Karie Wood

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