From task overwhelm to balance
You face a tough challenge: Keep your insureds happy, fix process inefficiencies, handle growing policy volumes and support company integrations. ReSource Pro has the support you and your team needs to succeed.
Worried about hitting your growth goals?
Operations experts are often asked to do the equivalent of changing the tires on a car going 100 miles an hour.
You need to:
- Integrate newly acquired agencies
- Maintain a consistent experience for your insureds
- Find and solve operational issues
- Hit your yearly sales goal
Essentially, you need to perform the impossible on a daily basis.
We can help with that.
Driving meaningful change
Jake Lansburgh, VP of Operations at New Front Insurance, shares how partnering with ReSource Pro helped reduce costs while maintaining service quality, enabling his team to boost client-facing time by 20–30% and focus more on relationship building.
Do more with what you have
Even with the right people, it's hard to stay profitable without standardized workflows and clearly defined responsibilities.
If account managers are constantly overwhelmed by low-priority and time-consuming tasks, you're missing out on profits from high value activities like setting renewal strategies and upselling accounts.
ReSource Pro came in and not only helped us fix the 500+ mistakes we were making regularly, but created new processes for us to use while alleviating the concern of the issues continuing.
CEO at a leading insurance brokerage
Change management for optimized operations
At Summit 2025, operations leaders from EPIC, Embroker and HUB share how they navigate constant change, embedding change management into daily workflows and driving adoption through clear communication and real-time feedback. Their insights offer a practical blueprint for transformation in today’s insurance landscape.
How we help you
We empower you and your team with scalable solutions that enhance efficiency, improve accuracy, and deliver strategic clarity.
Support the full policy servicing lifecycle from issuance to renewals, endorsements, cancellations, and audits by managing tasks with precision, speed, and system expertise
Improve profitability and performance through expert-led capacity modeling and P& workforce optimization tailored to your agency or brokerage
Lighten your team’s workload by combining AI, automation, and industry expertise to refocus efforts on growth and client relationships
Drive successful transformation with structured change management that minimizes disruption and strengthens internal alignment
Extend your team and do the impossible
We help create the capacity you don’t have, so that you can focus on what’s really important: achieving your growth goals.