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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

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

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

Once a business registers with the Secretary of State’s Office in a domicile or foreign jurisdiction, it needs to keep that information current. It’s common for various business types to have different filing requirements and deadlines—even within the same jurisdiction.
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Resource Pro Editorial Team

This research report examines MGAs’ current and future channel expansion plans, including how they expect distribution to change, the most common partnerships/affiliations they use today, their sentiment toward insurtech partnerships, and the types of channels MGAs plan to leverage in the next three years. The report concludes with

Governance is a critical part of any business, whether it’s a small startup or a global enterprise. A solid governance structure can have a range of benefits, from attracting investors to ensuring a business stays on course during a crisis, or even helping create strategies for continued growth

This research report features the talent strategies and plans for retail agencies and brokers in 2023 based on a survey of agency executives. The report features agencies’ new approaches to workforce strategies, including attracting, retaining, and reskilling talent. The report also includes the evolution of key agency roles,

ReSource Pro Consulting’s Mark Breading sat down with a panel of several other industry leaders to talk about the profound impact of new technologies on the insurance workplace. In this blog, we’ll recap Mark’s answers to key questions surrounding technology, including the impact of AI on insurance roles,
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Resource Pro Editorial Team

From the changing behaviors and expectations of the future customer to the shifting global issues around climate and geopolitical risks, the insurance industry will need to adapt to the intensifying challenges in order to keep pace and succeed in the insurance world of 2035. Here are the trends
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Mark Breading

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