Tackle complexity
Products and services
built for retail agents and brokers
STRATEGY
Transform your operations
Need help with a roadmap, achieving your growth goals, or feel unsure what kind of support you need? Start here – we’re happy to help.
TECHNOLOGY
Optimize your systems
Synchronize systems, unify data, and improve risk modeling with our insurance domain expertise and managed technology services.
PEOPLE
Extend your team
Our people have the experience needed to handle your complex, time-consuming tasks – so you can refocus your time where it counts.
PROCESS
Realize new productivity
Streamline time-intensive tasks, make your data work for you, improve carrier relationships, and reduce your overall risk.
Trusted by
See the impact
Client stories we’re proud to tell
"As we grow, it's great knowing we have [ReSource Pro]. We're not scared to grow and we're not stopping our growth"
Thomas H. Heist insurance agency improves operational efficiency with BPM
Odell Studner gets real policy insights to improve operations and continue evolving
Our latest insights for retailers
Leading retail experts
Crystal Darling
- North America
- 26+ years of insurance experience
With decades of hands-on experience in the insurance industry, Crystal has held roles at insurance agencies, carriers, and insurtech companies. Her deep understanding of insurance products and passion for innovative technology allow her to deliver exceptional customer experiences and results. Crystal is dedicated to empowering clients to transform their businesses by leveraging the power of ReSource Pro’s solutions to drive significant growth and improve operational efficiency.
Taira Mandy
- North America
- 10+ years of insurance experience
Taira leads a team of Client Executives who are responsible for working with insurance agencies to deliver innovative solutions that help those agencies achieve their revenue goals. She is known for her commitment to building meaningful, long-term client relationships with a focus on helping those clients achieve operational excellence.
Juniper Wettengel
- North America
- 20+ years of insurance experience
Juniper has worked in the field selling insurance, in operations, and has been in Business Process Management and Technology space for 15 years in multiple operations and business development roles. Throughout her career, she has helped hundreds of insurance companies gain capacity lift and profitable growth through the use of third party service centers and technology solutions.
Angela Dyer, SILA-A
- North America
- 18+ years of insurance compliance experience
Angela is a seasoned insurance compliance professional, with over a decade of experience in the Surplus Lines Tax Department. She is a primary point of contact for Surplus Lines information and inquiries. Angela’s expertise lies in staying informed of tax regulations, monitoring tax filings and reports, and educating her team. Her primary goal is to mitigate risks for clients while ensuring compliance with state requirements.
Kim Decort
- North America
- 20+ years of insurance experience
With years of expertise in helping agencies grow their business and improve operations workflow, Kim is the primary point of contact in ongoing service delivery management. She focuses on change management, measuring partnership success, and coordinating ongoing governance activities.
Karie Wood
- North America
- 20+ years of insurance experience
A certified Disciplined Agile Scrum Master, Karie partners with clients to advise on process and strategy improvement and supports ReSource Pro’s onshore and offshore service operations in onboarding new clients. Her knowledge extends across the entire claims and operations life cycles.