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Enhance Your Insurance Organization’s Quality Management

If your insurance organization is looking to launch or revamp its quality management system, here are the essential elements to consider.
by

Matthew Bruno

Differentiate Your Insurance Agency with Disruptive Selling

Learn how retail broker TrueNorth partnered with ReSource Pro to enhance the selling skills of its producers and grow its book of business.
by

Resource Pro Editorial Team

  • Corporate News

Andy Niver, Head of Product Development & Innovation, Reflects on How the Pandemic Changed the Sales Process

  Andy Niver was interviewed by Leader’s Edge on how the pandemic has affected the way insurance organizations think about technology.

by

Leader's Edge

How Employee Benefits Are Changing in 2021

The Future of Benefits, which surveyed both C-Suite executives and human resources leaders across various U.S. industries, found that 98% are planning to expand select benefits while deprioritizing others. Let’s break down three findings revealed by the report.
by

Resource Pro Editorial Team

  • Corporate News

Susan Toussaint on Agency Growth Strategy in IA Magazine

  Susan Toussaint, VP of Growth Solutions, wrote for IA Magazine on why agencies must focus on both new client acquisition and account rounding to achieve their growth goals.

by

Independent Agent Magazine

Why Most Insurance Agency Sales Training Fails

The modern buyer needs more compelling reasons to change than they did in the past, yet few insurance sales training programs have adapted, nor have many producers’ sales processes. Let’s explore three common challenges and issues most sales training programs fail to address.
by

Susan Touissant

Discover our Surplus Lines Compliance tool

Surplus Lines Calculator and Tax Tool Surplus lines compliance is one of the most complex and time-sensitive responsibilities facing insurance brokers and carriers. Unlike admitted business, surplus lines transactions are governed by a patchwork of state-specific regulations, each with its own filing requirements, tax rates, forms, deadlines, and

Improve the Customer Experience for Your Small Accounts

Over the years, we see that insurance agencies have taken many different approaches to servicing small accounts, though the results are often mixed. Let’s dive into why these solutions usually fall short.

4 Must-Have Digital Investments for Property & Casualty Insurers

For property and casualty insurance, the pandemic has brought digital strategies and investments into sharp focus and revealed which digital investments are delivering high value and which are not. Here are 4 must-have investment emerged as focus areas in 2020.

How to Identify Automation Opportunities

Learn how to determine where to start leveraging automation, and what to expect from your first automation initiative.
by

Juniper Wettengel

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Let’s rethink your process together

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