Revenue Management
done right
A newly expanded suite for revenue accuracy, visibility, and efficiency.
Get expert guidance
Revenue Management
Take control of revenue management complexity
Revenue management is a critical function for insurance agencies, yet many still face fragmented processes, manual workflows, and limited visibility into revenue, commissions, and financial performance.
ReSource Pro’s Revenue Management Suite simplifies these challenges across direct bill, agency bill, and contingency management. Solutions can be deployed individually or bundled for maximum value, combining AI-enabled automation, experienced insurance accounting teams, and integrated technology partnerships to streamline billing, reconciliation, and financial management.
Direct Bill Complete
Manual direct bill reconciliation is time-consuming, creates financial blind spots, and overburdens your team, but there's a better way.
Experience the ReSource Pro difference with Direct Bill Complete
An end-to-end solution that leverages AI, technology, and human expertise uniquely tailored to your specific needs and workflow.
- Simplify and accelerate the direct bill reconciliation process
- Improve financial accuracy and transparency
- Reduce operational costs in accounting
Reclaim time and revenue with
Direct Bill Complete
65%+
automated end-to-end process
20-65%
lower costs vs. alternative solutions
95%
transaction match without agency's involvement
Agency Bill
Agency bill workflows require precision and consistency to ensure accurate premium collection, proper carrier remittance, and compliant financial operations.
ReSource Pro’s Agency Bill solution streamlines the process, reduces administrative burden, and helps your agency stay focused on growth.
We take the complexity out of agency bill by managing every step of the process:
- Premium accounting & reconciliation: Ensure invoices, collections, and carrier remittances are handled accurately and on time
- Trust account management: Maintain compliance with state regulations through precise tracking of deposits, disbursements, and balances
- Commission processing: Accurately calculate and apply agency commissions before remitting net premiums to carriers
Contingency Intelligence
Contingency income and incentive agreements represent a significant revenue opportunity but tracking and optimizing these programs can be complex. Many agencies lack the data visibility needed to understand performance across carriers, lines of business, and production goals.
ReSource Pro’s Contingency Intelligence solution provides the analytics and operational support agencies need to capture and optimize contingency revenue.
Using integrated reporting, data aggregation, and expert analysis, agencies gain a clear view of carrier performance and forecasting.
- Carrier incentive tracking and analysis
- Revenue forecasting and performance modeling
- Carrier profitability insights
- Year-over-year incentive analysis
Maximize incentive revenue and strengthen carrier partnerships
2.4M
additional revenue for clients from error identification
180+
carrier contingency contracts are monitored by us
95%
accuracy predicting end-of-year bonus results
Take control of revenue management
Revenue management is more than accounting, it’s a critical capability for protecting cash flow, improving financial visibility, and supporting agency growth.
Schedule a consultation to learn how ReSource Pro can help strengthen your revenue management operations.