From task overwhelm to balance
Operations leaders like you face a tough challenge: Keep insureds happy, fix inefficiencies, handle growing policy volumes and support integrations. We have the support you need.
Worried about hitting your growth goals?
Between sales benchmarks and integrating new acquisitions, 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.
Keep insureds happy
Together, policies and certificates make up your most frequent client touchpoints.
But high-volume processes like policy servicing and processing certificates of insurance are prone to errors – especially when acquisitions enter the picture.
You need to ensure a consistent customer experience regardless of location or time of year. Fast turnaround times and high accuracy for policies and other documents help to build trust and loyalty with your insureds.
The time intensive nature of our tasks can be problematic because it take us away from our clients. ReSource Pro alleviates that with policy checking and through outsourcing our certificates to their team.
Large independent insurance agency
How we help
Our policy servicing solution covers the entire policy lifecycle, ensuring critical documents are delivered to your clients on time and thoroughly reviewed.
Ready to transform your policy servicing process and maintain your customer experience?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
How we help
Our people are experts in the P&C insurance space, with years of experience helping agencies and brokers get back to profitability. Strategies like capacity modeling help you understand where you need help and ensure the right people are doing the right work.
Ready to make things easier?Scale your business and handle increased volumes
Do your producers need more time to focus on growing new business? Your team's most repetitive tasks may be ideal candidates for automation or outsourcing.
Customized automations aren't just a huge time-saver for your team - they can help to minimize human errors and identify hidden discrepancies.
We have very strict time constraints with our completed and pending acquisitions, and with 16 offices we need to feel comfortable passing off our business development tasks, accounting tasks, and more to ReSource Pro. I feel we can do that without worry that it will get done and done well.
COO at a premier independent insurance agency
How we help
Leveraging automation and insurance expertise, we help you manage your workload, allowing you to focus on growth and customer experience.
Drive capacity gains with automationExtend 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.