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It’s never about the system: How insurers lead with data

It’s never about the system: How insurers can lead with technology and data

Digital transformation in insurance doesn’t start with new software — it starts with people, processes, and data. That’s the perspective of Gustavo Guadalupe, CIO of Qualitas Insurance, who has spent nearly three decades building technology that serves the business, not the other way around.

By

Resource Pro Editorial Team

Dan Epstein & Chris Watkins featured in October 2025 LEADER’S EDGE AI Solutions Beyond the Hype Q&A with ReSource Pro Chief Executive Officer Dan Epstein and Chief Information Officer Chris Watkins

AI in Insurance: Moving Beyond the Hype with Dan Epstein and Chris Watkins

In a recent feature for CIAB’s Leader’s Edge, Dan Epstein, CEO of ReSource Pro, and Chris Watkins, Chief Information Officer, discuss how insurance leaders can move past the hype around artificial intelligence (AI) to achieve meaningful, measurable outcomes.

By

Resource Pro Editorial Team

TAG, YOU’RE IT: Resolving Errors in E&S Filings and Reports

You’ve just finished processing a stack of surplus lines policy filings or a premium tax report or two. A normal response is, "Phew! I’m glad THAT’s over". Be careful, though;

byResource Pro Editorial Team

Should We Trust AI to Make P&C Decisions? 

AI is poised to transform much of our world, and it is wise for insurance professionals to understand developments and dive in to get hands-on experience. However, exactly what role

byMark Breading

Is Uncertainty on Automation Keeping Your Agency from Growth Opportunities?

Is Uncertainty on Automation Keeping Your Agency from Growth Opportunities?

' Recent research by ReSource Pro Consulting on digital strategies in mid/large commercial lines shows many agencies are uncertain about the impact of some forms of automation. This uncertainty could

byMark Breading

Podcast Recap: Mark Breading on Strategy, Distribution, and Data

In Agency Freedom’s podcast, James Jenkins interviews Mark Breading, Consulting Partner at ReSource Pro, to discuss his views on distribution trends, technology disruption, and data. Here are some highlights from

byResource Pro Editorial Team

Roadblock Ahead! MGAs’ Digital Plans Encounter Technology and Cultural Hurdles

Roadblock Ahead! MGAs’ Digital Plans Encounter Technology and Cultural Hurdles

' New research from ReSource Pro Consulting indicates MGAs face several roadblocks when investing and deploying new technology capabilities. MGAs are tackling various technology initiatives spanning distribution, internal operations, and

byHeather Turner

7 Ways Agents and Brokers can Reduce EO Risk

7 Ways Agents and Brokers Can Reduce E&O Risk

E&O can be costly for insurance agencies. The best defense against E&O liability is to stick to the basics: Encourage your producers and account managers to improve their technical knowledge;

byResource Pro Editorial Team

Q&A with Josh Levine

The State of CX in Insurance: Q&A with Josh Levine of Cake & Arrow

' As insurance buyers’ expectations continue to rise, driven by new data and technology, many insurance organizations are falling behind. To take a closer look at the state of customer

byResource Pro Editorial Team

How Insurers Can Improve Submit to Quote with Submission Triage Blog

Improve Submit-to-Quote with Submission Triage

Between high volumes of submissions, a tight talent market, and other industry challenges, it’s easy for underwriting teams to become overwhelmed and overtaxed. To keep underwriters focused and efficient, insurers

byResource Pro Editorial Team

Core Systems Are More Critical Than Ever for Enabling Digital Transformation

Core Systems Are Critical for Enabling Digital Transformation

A research report from ReSource Pro Consulting examines core systems deals completed in 2022 from 18 of the top solution providers in the market today. The research suggest that the

byTom Benton

The 5 S’s Method for More Efficient Insurance Operations

Whether you’re looking to improve certain aspects of your insurance operations that aren’t meeting expectations or simply want to take them to the next level, it can be tough to

byResource Pro Editorial Team

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It’s never about the system: How insurers lead with data
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It’s never about the system: How insurers lead with data

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Dan Epstein & Chris Watkins featured in October 2025 LEADER’S EDGE AI Solutions Beyond the Hype Q&A with ReSource Pro Chief Executive Officer Dan Epstein and Chief Information Officer Chris Watkins
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AI in Insurance: How ReSource Pro Leaders Are Moving Beyond the Hype

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Fixing the real talent problem in independent insurance agencies

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