Your data should answer questions, not create them
Insurance organizations are sitting on more data than ever, yet getting less insight from it. ReSource Pro’s Data Services gives you a clear path from fragmented, unreliable data to a trusted foundation that powers better reporting, faster operations, and enterprise-grade AI.
Serving 3,200+ insurance clients • 50+ data migrations delivered annually • 96%+ client retention
The data problems holding your organization back
Fragmented systems after M&A
Every acquisition adds another system to reconcile. Data ends up scattered across disconnected AMSs, spreadsheets, and carrier portals, triggering a cascade of issues.
Manual rekeying eats capacity
Your team re-enters the same data across carrier systems and internal platforms. That's hours of effort every week that could go to client service and higher-value work.
Analytics adoption stalls
You've invested in reporting tools, but the underlying data is too inconsistent to trust. Dashboards go unused when no one is confident the numbers are right.
Limited delivery capacity
Growth is creating bottlenecks. Your team can't keep up with data requests, reporting cycles, and system work, and adding headcount isn't a sustainable answer.
Platforms we migrate, source, and target:
+50 moreAn end-to-end data services model built for insurance
We don't hand you a report and walk away. Our Advise, Build, and Manage framework takes you from strategy through execution to ongoing operations, with insurance-native expertise at every step.
Advise
Define the right data strategy and foundation
We start by understanding where you are and where you need to go. Our advisory work gives you clarity on platform selection, data architecture, AI readiness, and a roadmap you can actually execute. Services include:
- Data platform selection
- Data strategy & roadmap
- AI data readiness
- Data architecture
Build
Modernize, integrate, and activate your data
We implement, connect, and modernize the platforms that power your business, creating synergy across underwriting, policy, billing, and claims. Services include:
- Data migration
- Data mapping & cleanup
- M&A integration
- Data platform testing
- Data platform modernization
- Reporting, dashboards & AI insights
Manage
Operate and continuously improve your data environment
Data work doesn't end at go-live. We provide ongoing operations, governance, migration support, and analytics-as-a-service so your data stays clean, connected, and ready to use. Services included:
- Data platform operations
- Data migration (as-a-service)
- Master data management & governance
- Analytics & reporting (as-a-service)
Delivered with deep insurance expertise, proven migration capabilities, and scalable global delivery.
Ready to build a data foundation you can trust?
Tell us about your data environment and goals. One of our Data Services experts will reach out to set up a focused conversation about where you are, where you want to go, and what it takes to get there.
The retail agency playbook for getting more out of your data
We surveyed retail agencies across the country to understand how the best-performing ones are using data to grow, retain clients, and run leaner operations. This report breaks down what they're doing differently, from AMS integration to producer analytics, and what it takes to close the gap.
Download the Report
Proven scale. Insurance-native expertise.
Our Data Services capabilities are backed by a team that has done this work at scale, in insurance, across every segment.
50+
Data migration projects delivered each year
60+
Source and target platforms supported
1B+
Records migrated and reconciled
96%+
Client retention rate
50+
Data service specialists with deep insurance expertise
$25M+
In operational and data insights savings
Our team brings hands-on experience with PAS migrations, TPA-to-TPA conversions, and data lake and warehouse integrations, backed by pre-built mappings and frameworks that reduce rework and accelerate delivery.
Constantly evolving to meet what's ahead
Our investments in partnerships, talent, and capabilities ensure Data Services stays aligned with where insurance is headed. Recent moves signal our commitment to helping you lead in a data-driven, AI-enabled future.
Strategic Partnership with Percipience
We partnered with Percipience to accelerate how insurers modernize data and build AI-ready foundations. This expands what's possible in data governance and onboarding speed for carriers and MGAs.
Appointing SVP of Data Strategy
We appointed Su-Ting Fu to lead enterprise-wide data strategy and AI integration. His background scaling data operations at Morgan Stanley brings deep expertise to how we help insurers unlock value from their data.
Full Suite of AI Orchestration & Data Services
We launched AI Orchestration and expanded Data Services to help insurance organizations move from pilot projects to production-ready AI. These services combine our operational expertise with governance discipline to deliver AI at scale across core operations.
