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A national insurance and financial services firm operating across 200+ offices sought to unify its operations after years of growth and acquisitions. Each office had its own workflows and systems, leading to inefficiencies and limited scalability. Through ReSource Pro’s Transformation Services, the firm implemented a collaborative, “BPO-in-a-box” model
Direct bill commission processing is one of the most time-consuming and operationally complex functions within insurance agency accounting. Insurance agencies process thousands of direct bill commission statements each month, often across hundreds of carrier partners. The sheer volume of statements, combined with inconsistent formats, carrier-specific rules, and manual
A national insurance brokerage and risk management firm sought to scale its operations while maintaining exceptional service quality. ReSource Pro’s Policy Insights®, Certs Center, and Dedicated Team Support streamlined policy servicing, certificate issuance, and accounting processes across multiple offices. Within 30 days, ReSource Pro onboarded hundreds of employees,
- Corporate News
New insurance community to deliver practical leadership perspective, expert analysis, and research to help insurance leaders navigate industry change.
By ReSource Pro
In today’s competitive insurance market, operational efficiency and client experience are essential to growth. Forward-thinking organizations are embracing strategic partnerships to optimize processes, empower their teams, and deliver more value to clients.
- Corporate News
iQUE Insurance Company transitions to ReSource Pro’s managed services platform, enabling faster quotes and enterprise-wide scalability
By ReSource Pro
When ReSource Pro received the Global Technology Awards InsurTech Award for its Premium Audit Complete solution, it wasn’t just recognition for a single innovation — it was validation of a broader mission: helping insurers modernize their operations, enhance efficiency, and strengthen customer trust in a rapidly evolving insurance
New England Indemnity Company launches expanded personal lines suite enabled by ReSource Pro and INSTANDA partnership
By ReSource Pro
In today’s insurance landscape, it’s no secret that digital transformation is top of mind for most organizations. Yet, despite heavy investments, most insurers aren’t realizing its full potential. According to BCG Consulting, while 75% of insurance companies have digital initiatives in motion, only 25% see measurable value. So,
What are the strategic priorities for agency leaders in 2025 and beyond? What are the drivers behind those big initiatives? And what hurdles are they striving to overcome? These and other questions were the subject of new ReSource Pro research focused on understanding the initiatives independent agencies are
