ReSources

Take a deeper dive into our insurance solutions and digital capabilities with white papers, case studies, datasheets, and videos.

Here's Where You Can Start ReThinking Operations

We're constantly thinking about how we can improve operations, innovate, increase performance and more. In the resources below, you'll find a wealth of information. Let us know if you have any questions or feedback on any of our resources – we'd love to hear from you.

Business Process Management

ADDRESSING THE COMPLETE POLICY LIFE CYCLE
Claims Solution Accelerates Ride Share Program

ReSource Pro’s Insurance Experience Center (IX Center) provided the client with a flexible and scalable solution that delivered immediate additional servicing capacity.

Smooths Specialty Carriers Entry into Insurance Market

ReSource Pro delivered fast, expert, scalable support for the client’s underwriting and claims operations, product configuration and user acceptance testing of the client’s technology platform.

Elevating customer and employee experience

One of the world's largest retail brokers saved 242,000 hours in processing time.

TRANSFORM INTO AN EMPLOYER OF CHOICE

Find out how agencies can win the battle for talent.

FOCUS ON REVENUE-GENERATING ACTIVITIES

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

GET THE DETAILS ON HOW WE CAN HELP

We'll ensure you’re focusing on the right submissions to win the right business.

GET RID OF BACKLOG AND E&O EXPOSURE

We’ll help you gain peace of mind and provide it – learn how we do it.

NOW IS THE TIME TO EARN THEIR TRUST

Read how we enable retail agents to really support their clients.

Overcoming a Claims Spike

James River boosted claims quality by 100x and cut down processing time.

INCREASING YOUR RENEWAL RATES

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

GET TIMELY, ACCURATE COLLECTIONS

Build your own accounting solution based on your specific business needs.

REDUCING YOUR E&O EXPOSURE

Policy accuracy (your promise) is critical to both your business and your clients.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

FINDING THE RIGHT PARTNER

An insurance agency switched operations vendors to finally realize the benefits they sought.

Boosting Quotable Business

A leading carrier increased underwriting efficiency by 35% with submission triage.

GAIN TRAINED, ON-DEMAND RESOURCES

Meet the policy promise with timely claims support that can ramp up and down as needed.

Operations Optimization

ALIGNING YOUR STRATEGY, GOALS AND OPERATIONS
GET STRATEGIC ABOUT YOUR OPERATIONS

Realize your business strategy with operations that support your organization.

GAIN OPERATIONAL TRANSPARENCY

Get a complete diagnostic of your operations that allows you to make valuable changes.

YOUR PLAN FOR OPTIMIZING OPERATIONS

Learn how we develop a blueprint that maps your current and future states.

HELPING YOU ACHIEVE YOUR GOALS

Based on the outcome you want to achieve, we'll design a plan and lead its execution.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

HOW SEGMENTATION REDUCED COSTS

A national retail broker increased their profitability while reducing processing costs.

ELIMINATING THE COST OF MISSING INFORMATION

A large wholesaler/MGA reduced their processing time & expenses by 12% annually.

ACCELERATING PRODUCTIVITY

A large wholesaler/MGA increased productivity three-fold & eliminated a 10-year backlog

THE PLAYBOOK FOR YOUR ORGANIZATION

Align your capabilities, resources and goals to accelerate your operations.

ESSENTIAL AREAS OF ACTIVITY

Learn about the necessary elements for your organization to achieve its mission

TRANSFORMING YOUR OPERATIONS

Having a strong service model helps the administrator focus on strategic initiatives.

Talent Performance

EMPOWERING YOUR PEOPLE FOR HIGH PERFORMANCE
OUR APPROACH TO ACHIEVING EXCELLENCE

We take a strategic approach to talent development so that you'll get valuable results.

GIVE YOUR PEOPLE THE SKILLS FOR SUCCESS

Employee satisfaction and development make good business sense.

WHEN EVERYONE WORKS TOGETHER

Healthy teams work better, faster and with greater satisfaction.

LEADING FOR HIGH PERFORMANCE

Great companies are led by exceptional leaders who continually improve.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

BREAK THE MOLD WITH THE NEXT GENERATION OF TALENT

Implement a talent acquisition strategy that will take your organization to the next level.

Analytics

LEVERAGING YOUR DATA FOR VALUABLE INSIGHTS
HARNESS THE POWER OF BIG DATA

Get insight into your performance, and the intelligence to improve it.

MONITOR AND MANAGE INCENTIVE CONTRACTS

Know where you stand with your supplemental income in real time, any time.

GET YOUR AUTOMATED HEALTH CHECK

You’ll not only uncover errors, you’ll understand why they’re being made.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

Identify exposure through errors

Policy Insights reduced policy checking times and improved accuracy for Odell Studner.

How to Prevent Misunderstandings

Why attaching complete endorsements and forms to certificates is a best practice.

More than an entry-level task

Certificate requests demand a high level of insurance knowledge to avoid errors.

Remove the burden of certificates

Don't let certificates of insurance be a stressful interruption for your agency.

Specialized Solutions

TRANSFORMING HOW OUR INDUSTRY DOES BUSINESS
National Brokerage White Label Solution

ReSource Pro’s Insurance Experience Center (IX Center) provided a white-labeled, end-to-end, outsourced servicing solution.

END-TO-END OFFICE SOLUTIONS SOLVE CUSTOMER EXPERIENCE CHALLENGES

ReSource Pro's Insurance Experience Center provided comprehensive, omni-channel
contact center and mail services.

MGA Focus on Driving Growth in Specialty Program

ReSource Pro’s Insurance Experience Center (IX Center) provided comprehensive, turnkey policy servicing that enabled the client to improve its responsiveness and dedicate staff to growth opportunities.

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

GIVING YOU THE TIME TO SERVE AND ENGAGE

For Employee Benefits: learn how you can increase customer service and efficiency.

COLLABORATION: A FORCE MULTIPLIER

A national Employee Benefits department increased the value of their ReSource Pro solution.

BROKER OPTIMIZES MARKETING EFFORTS

A large retail broker reduced the time spent per renewal by 29% through a four-part solution.

RETHINK UNDERWRITING FOR THE DIGITAL AGE

Enable underwriters to be more analytics-driven, efficient, and sales-focused.

Differentiation in the Age of Consolidation

Dive into the market movements impacting carriers and strategies for standing out.

Reimagining the Insurance Customer Experience

The Insurance Experience Center helps Distinguished Programs win a Stevie Award for outstanding customer service.

BEYOND CUSTOMER SERVICE DURING HURRICANE HARVEY

The Insurance Experience Center offered extra support to clients to seamlessly deliver during the devastating natural disaster.

Growth Solutions

DRIVING ORGANIC GROWTH IN CARRIERS AND AGENCIES
SOLVING THE UNDERINSURANCE CRISIS

Countless policyholders are exposed to uncovered risks, here's how agencies can help.

Strategies to Cure Producer Underperformance

Those that set expectations, create accountability, and provide effective training can face the issue with confidence.

Why Most Insurance Training Fails

Training programs often fail to assess the individual needs of producers and do not align with the behavior of buyers.

Why Producers Fail and How to Prevent It

By establishing the right culture, expectations, and effective onboarding, agencies can develop exceptional producers.

Agents and Carriers Fight Commoditization

Agencies and carriers that work to create stronger relationships have the potential to realize greater benefits.

Facing the Decline in Insurance Education

It is up to carriers to provide agents greater leadership and guidance on how they can remain an effective business partner.

Encova Expands with Comprehensive Training

Through a multi-phased approach, Growth Solutions helped Encova achieve differentiation and organization-wide alignment.

How to Get More First Appointments

Right-fit prospects may seem elusive, but they can be created, and the ability to develop them is in your control.

Traits of Effective Producers

From curiosity to leadership, explore some of the top traits that make for the most successful producers.

The Threat of Being a Generalist

Those who fail to specialize in today's changing market risk an eroded book of business and reduced new business production.

Why Agents Lose Clients

Some agents believe signing on a client is the start of strong, long-term relationship, but buyers are not always happy.

Creating Positive Experiences for Prospects

Team selling can help broaden the scope of your engagements, increase revenue per deal, and better serve your clients.

Disrupting the Sales Process

A TrueNorth producer grew his book of business 3x with Growth Solutions coaching.

Achieving Growth Targets

TrueNorth grew revenue nearly 40% during a pandemic by increasing sales process alignment.

Corporate

MAKING YOUR OPERATIONS A DRIVER FOR GROWTH
GET AN OVERVIEW OF HOW WE CAN HELP

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

SEE HOW YOU CAN IMPROVE OPERATIONS

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

World-class service for every account

Provide service that delights your customers, increases renewals and is done profitably.

THIS IS YOUR PATH TO INNOVATION

Together with our clients, we're designing tomorrow's insurance solutions today.

OUR GRAPHIC NOVEL ON THE FUTURE

It's not often that an animated, graphic novel is created about our industry's future!