We streamline your insurance policy renewal process, increasing retention and allowing your account managers to spend more time growing the business.

Increase Renewals, Increase Profitability

Renewals are the most profitable type of insurance business. By getting proactive and strategic about renewals, you’ll be able to increase amount of business you retain and even expand it.

Months before policy expiration, we’ll get the process started. By delegating many of the administrative tasks to your ReSource Pro team, your account managers will be able to spend time understanding client insurance needs so they not only retain more accounts, but grow them.

For most insurance organizations, renewal periods are stressful. All hands on deck, tired staff and sagging morale. We will take the pain out of renewals, letting your teams work on what counts and reap the benefits.

New business is great; renewal business is even better. It’s the most profitable business insurance agencies have. By improving the renewals process and the service you provide clients, you’ll be able to increase retention. And make a significant impact on your bottom line.

Additional Resources

To learn more about transforming your operations to support profitable growth, read, view or listen to below resources.

Learn how to create more time so that your people can build stronger relationships.


Delight your customers, maintain your relevance, improve your performance.


It's time to get proactive about easing the renewal process and increasing retention rates.


We help you execute your most complex business objectives with solutions designed to boost performance, productivity, and profitability.
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New Business

Accelerate growth by improving sales performance and streamlining sales and service.

There is a set date to achieve the goal in the calendar.


Increase retention rates through best-in-class renewals management.

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Win client loyalty with responsive, rapid claims management.

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Gain a trusted partner with automation capabilities to assure accurate billing and revenue capture.

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Policy Servicing

Improve the customer experience while reducing the cost of policy servicing.

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Custom Solutions

Tackle challenges unique to your insurance organization, including growth, profitability, and scale.