AI-POWERED INSURANCE OPERATIONS
Trusted by insurance experts to operationalize AI for better business outcomes
20+ years of insurance expertise, now powered by governed AI
Your blueprint for insurance operations.
OPERATIONAL INTELLIGENCE
Insights & outcomes
Measurable business outcomes across every insurance function.
We don't just surface data. We do the work, across new business, renewals, policy servicing, underwriting, and compliance, and we make sure that work drives outcomes you can see and act on. Decades of operational execution across 600+ organizations means we know what good looks like, and we build the intelligence to prove it.
From submission quality and turnaround benchmarks to bind ratios, loss performance, and renewal retention, ReSource Pro gives you real-time visibility into the metrics that matter, tied directly to the work being done on your behalf.
CAPABILITIES
SCALABLE OPERATIONS
Services & operating workflows
70,000+ SOPs and productized solutions, now enhanced with agentic AI workflows.
The operational foundation everything else is built on. Decades of executing complex insurance processes across 3,200+ organizations, including new business, renewals, underwriting support, compliance, and more, captured in documented workflows that power both our managed services and our agentic AI development. You can't automate what you haven't mastered.
CAPABILITIES
AGENTIC CONTROLS
Orchestration & governance
Governing your agentic environment with experts-in-the-loop.
We design, deploy, and govern the AI agents executing your workflows, with human expert oversight at every critical decision point. Our crystal box approach means full auditability and traceability, so you maintain regulatory compliance and process continuity as you scale AI across the enterprise. Converting SOPs to AOPs without this layer is where organizations get exposed.
CAPABILITIES
SECURE & AGNOSTIC
Infrastructure
Secure, insurance-specific, and LLM-agnostic, built for enterprise scale.
The connective tissue that makes AI work in practice: system integrations across AMS, policy admin, and billing platforms; vector storage and fine-tuning infrastructure; security and compliance architecture; and data pipelines built for the fragmentation of the P&C market. We build it to fit your environment, not the other way around.
CAPABILITIES
AI agents on every account. Experts behind every decision.
Work flows seamlessly between AI agents and insurance experts, helping carriers, MGAs, brokers, and agencies automate routine work while keeping experienced professionals in control of every decision.
We meet you where you are
Not sure where to start?
We deliver everything required to operationalize AI, including infrastructure, governance, services, and measurable outcomes. Our approach is purpose-built for insurance operations and delivered by a partner you already trust.
Exploring Al?
We provide orchestration, governance frameworks, and insurance-specific workflows to move you from experimentation into production. Your team stays focused on the business while we manage execution and scale.
AI in production?
We strengthen what you have built with governance, deep insurance expertise, and clear accountability for outcomes. Our SOP library and operational discipline make your AI investments more credible and auditable.
Wherever you are in your AI journey, we help you turn potential into measurable results.
A sherpa that only sells his own equipment is not a true guide.
We don't sell tools. We deliver outcomes.
Trust
Expert-in-the-loop supervision at every stage. That is why 96%+ of our clients have stayed for over a decade.
Precision
70,000+ documented skills actively performed for clients today, delivering speed-to-revenue and 100% accuracy across the insurance lifecycle.
Operational Intelligence
The Agentic Operating System for insurance with AI agents that learn, evolve, and compound competitive advantage across your entire organization.
Exceed your goals with expert insurance solutions and targeted support
INSURANCE SOLUTIONS
More than a BPM vendor, a strategic partner
We go beyond task execution by partnering with you to identify inefficiencies in your operations, streamline workflows, and enhance performance. Through our collaborative approach, we deliver lasting operational improvements that drive productivity, profitability, and growth.
technology services
Where insurance expertise meets technology
We help insurance organizations make their technology work harder by improving systems, connecting data, or introducing automation that simplifies work and strengthens performance. The result is a smarter, more adaptable business ready for what’s next.
Hear from clients like you
HEAR FROM INSURANCE ORGANIZATIONS LIKE YOURS
Partnership in action
We grew from a $0 operation in 2022 to $150 million operation [in 2024]. So we've been able to scale the operation pretty quickly with ReSource Pro support in the back end of that.
The best thing that we've done with ReSource Pro is we've grown threefold since we started our relationship with them several years ago without adding to the team.
It's significantly improved upon our operations. I would say it's probably saved me 20 hours a week.
ReSource Pro has institutional knowledge. ... So they were very good at helping us find the best way to implement the AMS and then also institute the workflows to kind of help us get up to speed to start serving clients more quickly.
What we also love about ReSource Pro is how they're leaning into the technologies today. AI has taken over not just in our industry but other industries and they're really leaning in saying, 'How can we embrace this and take advantage of it and use it?'
Our latest insurance insights
Our experts
Fatima Dean
- North America
- 30+ years of insurance experience
- Elite Women in Insurance, 2022 (Insurance Business America)
Manj Sohal
- Asia
- 14+ years of insurance experience
Cheryl Kusick
- North America
- 20+ years of insurance experience
Mark Breading
- North America
- 40+ years of insurance experience
- Top 50 Insurtech Influencers, 2025 (InsurTech News)
- Leaders in Technology Awards - Mentor of the Year, 2024 (Consulting Magazine)
Brenda Grow
- North America
- 38+ years of insurance experience
Amber Brethouwer
- North America
- 20+ years of insurance experience
Stephen Murphy
- North America
- 38+ years of insurance experience
Joyce King
- North America
- 20+ years of insurance compliance experience
Let’s work through it together
Elevate your operations, realize your technology goals, and see how much you can achieve with the right support.
ReSource Pro makes me better at my job
National Operations Leader, major US retailer