Transform your business strategy by thoroughly examining every facet, from policy evaluation to E&O risk assessment to efficient COI distribution. To tackle your most complex business objectives, you need a solution that seamlessly integrates these elements and beyond.
Partnering with ReSource Pro takes your operations to the next level. We empower your team to sell effectively and deliver exceptional client service by alleviating menial tasks and improving operational processes.
POLICY SERVICING
Our Policy Servicing solution equips you to fulfill prompt communication and service expectations seamlessly. From managing policy changes and endorsements to conducting meticulous policy checking, we tailor our processes by executing underwriting requests, inspection recommendations, affidavits, and payment notifications to align perfectly with your agency's requirements. We empower you to not only exceed client expectations but also concentrate on fostering growth opportunities.
CERTIFICATES OF INSURANCE
Certs Center adapts to your fluctuating demands, addressing challenges of disparate systems and complex risks. With white-labeled central mailbox servicing and a focus on outcomes, performance, and procedural compliance, we enable your agency to thrive. Our solution ensures rapid, accurate certificates within 2 hours, backed by expert support for streamlined workflows and standardized processes. Gain insights into your operations through our cloud-based tracking system, minimizing E&O risk and maximizing capacity for higher-level tasks.
We empower insurance companies to clarify their strategic objectives, streamline operations, and thrive amid today’s rapidly shifting market dynamics. With decades of experience, our consultants leverage deep industry knowledge to provide you with a 360-degree perspective of your insurance ecosystem.
PREMIER SERVICE
Despite the unique challenges of small commercial accounts, our teams leverage deep domain knowledge and segmented workflows to offer up to an 80% capacity lift for account managers, enhancing profitability and client retention.
For middle-market accounts, where recruitment is challenging and competition intense, Premier Service ensures a robust talent pool to meet renewal deadlines and elevate customer service, including data analytics and risk analysis.
EXPRESSIX
While a single small account may not tip the scales of your bottom line, collectively they’ve got power. Now you can retain, maintain, and even grow those accounts — without straining resources and revenue. ExpressIX provides end-to-end account management for both commercial and personal lines. Our licensed account managers will write, renew, and service accounts on your behalf.
Explore the intricacies of small account management in our webinar, addressing issues such as resource constraints, E&O risks, and talent gaps.
EMPLOYEE BENEFITS
Our tailored solution is designed to assist you in expanding your capacity during peak season, like annual open enrollment in the fourth quarter. Drawing from our extensive experience in insurance operations and administration, our team efficiently processes over 560,000 annual enrollments and inputs 148,000+ plans into administrative systems each year within employee benefits. Let us empower your organization to confidently navigate renewal timelines with streamlined processes for marketing, renewals, and commission validation.
CARRIER/MGA ADVISORY
ReSource Pro Consulting offers insights and research across all lines of business, covering the entire P&C ecosystem including carriers, distributors, vendors, and insurtechs. Gain access to forward-thinking insights, deep vendor knowledge, and vast industry experience with tailored offerings from our experienced Consulting Partners. We enable our clients to develop transformational strategies, make informed decisions, and establish pragmatic competitive roadmaps.
CUSTOMER EXPERIENCE AND DIGITAL TRANSFORMATION
Customer Experience and Digital Transformation enables you to create a strategy and roadmap with a customer experience (CX) and digital lens that shifts the focus to enhance customer experiences. We help you define your holistic strategic principles and attributes to guide prioritization and investment.
Our consultants assist you on the CX journey—from leading educational workshops and launching design thinking principles in journey mapping to creating a service blueprint to drive CX and operational optimization.
Get in touch with one of our experts – we're ready to help you make the most of 2024
and position yourself above competitors.