Resource pro insurance
Author: s | 2025-04-24
For company updates and information, visit us at ReSource Pro. About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and
Insurance industry events - ReSource Pro
NEW YORK — January 21, 2025 —INSTANDA, the global provider of no-code insurance platform technology, has announced a shared services partnership with ReSource Pro, a leading strategic operations partner serving over 1,800 insurance organizations. Through this partnership, ReSource Pro's clients will gain access to INSTANDA’s no-code digital platform to enhance their digital product development, while INSTANDA clients gain access to ReSource Pro’s expert business process management and insurance technology outsourcing (BPM & BPO) services. With ReSource Pro handling both routine and complex insurance processing and workflow requirements and INSTANDA enabling product agility and scalability, this partnership empowers insurers to focus on new product creation and modernization of their offerings while streamlining business operations. “The digital needs of the insurance industry are expansive and increasingly paramount. Partnering with INSTANDA allows us to enhance and streamline the automation and data processing we deliver to our clients while maintaining the high-quality service and deep industry expertise they expect from us,” said ReSource Pro CEO Dan Epstein. Tech Acceleration Insurers Can TrustOne such client, New England Indemnity, is leveraging this partnership to launch an expanded suite of personal lines insurance products across the Northeast, including auto, homeowners, umbrella, and dwelling fire. “This partnership demonstrates how combining smart tech solutions and deep insurance services expertise can create rapid and significant value for carriers like New England Indemnity," said John Elias, President and CEO, New England Indemnity Company. "By leveraging this collaboration, we are not only advancing our processing systems with a no-code platform but also accelerating time to market and ensuring efficiency and productivity gains are fully integrated into our operations – all of this comes together to ultimately deliver better outcomes and a higher quality of service for our customers.”A Catalyst for Industry Transformation“Partnering with ReSource Pro exemplifies how combining cutting-edge technology with proven insurance service expertise can drive meaningful transformation for the industry,” said Tim Hardcastle, INSTANDA’s CEO and co-founder. “With our no-code platform and ReSource Pro’s white glove BPM and BPO services, we’re creating a powerful synergy that enables carriers to streamline operations, accelerate time to market, and unlock greater value for their customers.”For small-to-mid-size insurers, this partnership offers a unique opportunity to enhance both back-office operations and product delivery capabilities. By providing access to scalable technology and expert support typically available only to larger carriers, INSTANDA and ReSource Pro are helping level the playing field to meet the real-world needs of insurers, resources which are traditionally only available to large, legacy-type insurance organizations.The INSTANDA-ReSource Pro partnership represents a significant step forward for insurers seeking to modernize their operations and deliver more value to policyholders.About INSTANDA INSTANDA offers a complete digital platform for innovative insurers. Whether digitizing your entire business, or launching a new innovative product, INSTANDA provides everything you need to transform your value offering for the modern world. Visit www.instanda.com/us to find out how the world’s largest no code platform serves clients in the US and globally.About ReSource ProFocused exclusively on the insurance industry, ReSource Pro is a trusted strategic
Insurance Licensing - ReSource Pro Compliance
The annual list highlights the top B2B companies in the country that have consistently driven growth for both established and emerging businesses.NEW YORK — October 29, 2024 — ReSource Pro has been recognized in the 2024 Inc. Power Partner Awards for its proven support of both long-standing and newly emerging companies. This year’s list recognizes ReSource Pro among 359 companies in marketing, financial services, productivity, and other critical business areas. ReSource Pro joined the list for maintaining a client retention rate above 90% over the last 10 years, among other initiatives to support over 1,800 insurance organizations, including carriers, brokers and MGAs. This recognition follows ReSource Pro’s inclusion on this year’s Inc. 5000 list, making it the only company in the insurance industry to appear 15 times. Over the past three years, the company’s revenues have grown by an average of 24.41% annually — a testament to its commitment to building long-term value for clients and its role as a leading strategic operations partner to insurance organizations. The company offers strategic advisory services, process optimization, workforce management, and automation solutions — all capabilities built to boost client productivity and profitability in both the near and long term. “At ReSource Pro, we believe the greatest successes come from true partnerships. Our clients see us as more than just a service provider — they see us as a trusted partner, collaborating to drive innovation, enhance business outcomes, and deliver exceptional value,” noted ReSource Pro CEO Dan Epstein. “We are fortunate to work with many of the most successful insurance organizations, and to have achieved a 96% client retention rate means we continue to meet and exceed the expectations of those same clients year after year. Together, we create solutions that go beyond what any one company can achieve on its own, andGlossary of insurance terms - ReSource Pro
Our JourneyBack in the day, the need of insurance organizations was to fill a gap in staffing, solve backlogs or take on tasks no one wanted to do. ReSource Pro started in 2003, providing those services at a substantial savings compared to an internal solution. While we started in outsourcing insurance professionals, we’ve grown to offer more advanced tools in people, process, technology, and data. Today we’re in the insurance operations excellence and analytics business.Traditional OutsourcingThe traditional notion of outsourcing was providing insurance organizations an arbitrage on the cost of recruiting, training and maintaining in-house employees who probably weren’t too enthused about spending hours inputting data across multiple systems. Over time, we realized that this was merely an entry point into a much more exciting journey of value creation.Let’s say the fully-loaded hourly cost of a customer service representative is $50, and you can half that cost through “outsourcing”. This may seem attractive but it completely misses the bigger opportunity. That same employee may be supporting $250 per hour of revenue. So instead of swapping an in-house employee for an offshore resource for a $25 saving, what if you could generate an additional $250 of revenue with that same employee? One model generates a 2x return and the other model generates a 10x return. It’s clear which is more valuable to the agency by a meaningful factor.Creating Profitable GrowthAll insurance organizations have to add new business just to stay in the same place, let alone achieve organic growth. The problem is that the activities that drive growth often lead to waste and inefficiency, and create a drag on profitable growth.You see this when a large new account comes in. Team members drop other activities to make sure they win the account. There’s a lot of frantic activity and then the pieces have to be picked up on the previous work everyone was engaged in. This is when things fall through cracks, complexity, errors and inconsistencies occur.The other way growth is chased is by hiring new producers or specialists. The problem is that they typically come in with their own ways. For company updates and information, visit us at ReSource Pro. About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insuranceReSource Pro Names Insurance Technology
This is the company's second market expansion this year ReSource Pro, a global provider of operations solutions for insurance firms, has announced its expansion into Southeast Asia with a new client delivery centre in the Philippines. The move is part of the company’s efforts to address increasing demand from US insurance companies while diversifying its global operations. This expansion also aligns with ReSource Pro surpassing the milestone of 10,000 full-time employees. “We’ve been able to maintain an impressive velocity for hiring without losing focus on the insurance technology and process knowledge needed for our delivery centres to be successful in supporting the diverse operational needs of US insurance organisations,” he said. He also highlighted the strategic importance of the Philippines in offering more flexibility and capacity for client services. ReSource Pro’s Philippine expansionManj Sohal, senior vice president of service delivery, will oversee the new operations in the Philippines. Sohal said that the centre will prioritise quality service and the development of local expertise. “Our first focus is quality, and we will invest in building the insurance expertise and knowledge transfers necessary to ensure client success,” he said, adding that the company plans to grow its presence in the Philippines rapidly. With this latest move, the company now operates across six countries and three continents. ReSource Pro provides strategic operations support to the insurance industry, helping companies optimise their processes, increase productivity, and improve profitability. Serving over 1,800 clients worldwide, the company offers business process management, technology solutions, and advisory services. In 2023, a study commissioned by Chubb found that 62% of financial executives in Asia expect embedded insurance to contribute more than 10% of their revenue within the next three years. Furthermore, 43% of Asian consumers prefer purchasing insurance through digital channels, with strong trust in established banks and insurers as providers. The shift toward digital insurance is part of a broader global trend, particularly in regions like Asia and Latin America, where fintech and e-wallet platforms are becoming more popular. According to Chubb’s Asia-Pacific head of digital, Isabella Carvalho, fintech firms and banks are increasingly integrating insurance products into their digital services to meet consumer demand for more accessible and affordable coverage options. Related StoriesInsurance Licensing overview - ReSource Pro
State Regulator Contact Information All states, including unicorporated American territories– it can be difficult to find the person you need to answer your questions! ReSource Pro Compliance brings all this contact information together in one, convenient place. Contact Information Regualtory Bulletins Press Releases --> Search Directory Compliance Terminology ReSource Pro’s handy guide to compliance terms provides concise explanations of key industry terms. Search Terms Complaince Terminology --> Industry Alerts Don’t let what you don’t know cause compliance issues! ReSource Pro brings the MUST HAVE information together in one place. Resources Resource Pro's handy guide to compliance terms provides concise explanations of key industry terms. Complaince Terminology -->Welcome to ReSource Pro Compliance, your trusted partner for comprehensive insurance compliance solutions. We offer expert services in four key areas: Insurance Licensing, Surplus Lines Compliance, Corporate Compliance, and Compliance Review Services.Insurance LicensingOur end-to-end licensing solution covers all license types, lines of authority, and U.S. jurisdictions. We handle initial licensing, affiliations, appointments, renewals, change tracking, and cancellations for individuals and business entities. Our services improve profitability, reduce delays and rejection rates, maintain data integrity, and minimize the risk of administrative actions.Surplus Lines ComplianceWith the surplus lines market booming, our step-by-step services ensure you stay compliant in the non-admitted market. We offer policy filings, zero filings, premium tax reporting services, along with our Surplus Lines Industry Connection (SLIC) for uploading that includes our calculator and tax tool to assist in policy accuracy. Our experts help you keep up with time sensitive filings and reporting obligations, increasing productivity, reducing processing delays, and improving profitability.Corporate ComplianceBeyond insurance licensing, we provide comprehensive corporate compliance services. This includes business registrations, registered agent services, name approvals, annual returns, and foreign entity tax filings. We coordinate with multiple regulators, streamline the compliance process, and reduce the risk of regulatory penalties.Compliance Review ServicesOur thorough compliance reviews help identify gaps in your regulatory strategy. We audit your status with Departments of Insurance, Surplus Lines Regulators, and Secretary of State/Department of Revenue offices. Our detailed reports include actionable recommendations to close any compliance gaps.At ReSource Pro Compliance, we understand that every client has uniqueResource Pro Insurance Agency Jobs, Employment
Search Provider How to Find Service Providers Check A Pro Makes it Easy to Connect with Local Home Service Providers and Contractors 1 Select A Category Use the dropdown above to select the category of the home service you are looking for. 2 Choose Your City Select your city where you would like the work completed. 3 Connect With a Pro Click to view list of pre-qualified service providers in your area. 755,859 Homeowners Served How Do We Pre-Qualify? Check A Pro has interviewed each and every service provider to ensure they provide the highest quality service. Licensing & Insurance We make sure all of our providers have the proper state licenses where required, and general liability insurance for your protection. Reference Checks Each of our providers undergo a reference check where we obtain homeowner feedback to confirm they meet the Check A Pro standard. Getting To Know the Provider Each provider meets with Check A Pro Joe personally so we can make sure they are ready to uphold the Check A Pro Quality Standard. What Are Others Saying About Check A Pro? Hear from some of our happy homeowners on hiring a Check A Pro qualified home service provider.Have an experience you would like to share? Click here to leave us a review! Check A Pro is a great resource for the community when it comes to home needs. Contractors are vetted properly and know that the service any home owner or business requests, requires the absolute best in quality and experience. Sean C. Check A Pro is a great resource for homeowners to hire quality, insured, vetted home service providers! Nothing is more comforting to me, as a homeowner, to know that a true professional will be helping me care and repair or upgrade my home. Thanks Check A PRO for all you do! Dorinda O. The Check A Pro team is very dedicated to the home service industry and investing in quality contractors through this professional organization that vets home service professionals. Kathryn B. Check A Pro is a great place to find experienced, qualified, & licensed home contractors from electricians to plumbers, pool service to remodeling contractors! Taresa V. Amazing contractors! It is nice to know where to turn when I need a contractor instead of just googling and hoping they are good. Check A Pro takes the guess work out . And a bonus is. For company updates and information, visit us at ReSource Pro. About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insuranceComments
NEW YORK — January 21, 2025 —INSTANDA, the global provider of no-code insurance platform technology, has announced a shared services partnership with ReSource Pro, a leading strategic operations partner serving over 1,800 insurance organizations. Through this partnership, ReSource Pro's clients will gain access to INSTANDA’s no-code digital platform to enhance their digital product development, while INSTANDA clients gain access to ReSource Pro’s expert business process management and insurance technology outsourcing (BPM & BPO) services. With ReSource Pro handling both routine and complex insurance processing and workflow requirements and INSTANDA enabling product agility and scalability, this partnership empowers insurers to focus on new product creation and modernization of their offerings while streamlining business operations. “The digital needs of the insurance industry are expansive and increasingly paramount. Partnering with INSTANDA allows us to enhance and streamline the automation and data processing we deliver to our clients while maintaining the high-quality service and deep industry expertise they expect from us,” said ReSource Pro CEO Dan Epstein. Tech Acceleration Insurers Can TrustOne such client, New England Indemnity, is leveraging this partnership to launch an expanded suite of personal lines insurance products across the Northeast, including auto, homeowners, umbrella, and dwelling fire. “This partnership demonstrates how combining smart tech solutions and deep insurance services expertise can create rapid and significant value for carriers like New England Indemnity," said John Elias, President and CEO, New England Indemnity Company. "By leveraging this collaboration, we are not only advancing our processing systems with a no-code platform but also accelerating time to market and ensuring efficiency and productivity gains are fully integrated into our operations – all of this comes together to ultimately deliver better outcomes and a higher quality of service for our customers.”A Catalyst for Industry Transformation“Partnering with ReSource Pro exemplifies how combining cutting-edge technology with proven insurance service expertise can drive meaningful transformation for the industry,” said Tim Hardcastle, INSTANDA’s CEO and co-founder. “With our no-code platform and ReSource Pro’s white glove BPM and BPO services, we’re creating a powerful synergy that enables carriers to streamline operations, accelerate time to market, and unlock greater value for their customers.”For small-to-mid-size insurers, this partnership offers a unique opportunity to enhance both back-office operations and product delivery capabilities. By providing access to scalable technology and expert support typically available only to larger carriers, INSTANDA and ReSource Pro are helping level the playing field to meet the real-world needs of insurers, resources which are traditionally only available to large, legacy-type insurance organizations.The INSTANDA-ReSource Pro partnership represents a significant step forward for insurers seeking to modernize their operations and deliver more value to policyholders.About INSTANDA INSTANDA offers a complete digital platform for innovative insurers. Whether digitizing your entire business, or launching a new innovative product, INSTANDA provides everything you need to transform your value offering for the modern world. Visit www.instanda.com/us to find out how the world’s largest no code platform serves clients in the US and globally.About ReSource ProFocused exclusively on the insurance industry, ReSource Pro is a trusted strategic
2025-03-25The annual list highlights the top B2B companies in the country that have consistently driven growth for both established and emerging businesses.NEW YORK — October 29, 2024 — ReSource Pro has been recognized in the 2024 Inc. Power Partner Awards for its proven support of both long-standing and newly emerging companies. This year’s list recognizes ReSource Pro among 359 companies in marketing, financial services, productivity, and other critical business areas. ReSource Pro joined the list for maintaining a client retention rate above 90% over the last 10 years, among other initiatives to support over 1,800 insurance organizations, including carriers, brokers and MGAs. This recognition follows ReSource Pro’s inclusion on this year’s Inc. 5000 list, making it the only company in the insurance industry to appear 15 times. Over the past three years, the company’s revenues have grown by an average of 24.41% annually — a testament to its commitment to building long-term value for clients and its role as a leading strategic operations partner to insurance organizations. The company offers strategic advisory services, process optimization, workforce management, and automation solutions — all capabilities built to boost client productivity and profitability in both the near and long term. “At ReSource Pro, we believe the greatest successes come from true partnerships. Our clients see us as more than just a service provider — they see us as a trusted partner, collaborating to drive innovation, enhance business outcomes, and deliver exceptional value,” noted ReSource Pro CEO Dan Epstein. “We are fortunate to work with many of the most successful insurance organizations, and to have achieved a 96% client retention rate means we continue to meet and exceed the expectations of those same clients year after year. Together, we create solutions that go beyond what any one company can achieve on its own, and
2025-04-11This is the company's second market expansion this year ReSource Pro, a global provider of operations solutions for insurance firms, has announced its expansion into Southeast Asia with a new client delivery centre in the Philippines. The move is part of the company’s efforts to address increasing demand from US insurance companies while diversifying its global operations. This expansion also aligns with ReSource Pro surpassing the milestone of 10,000 full-time employees. “We’ve been able to maintain an impressive velocity for hiring without losing focus on the insurance technology and process knowledge needed for our delivery centres to be successful in supporting the diverse operational needs of US insurance organisations,” he said. He also highlighted the strategic importance of the Philippines in offering more flexibility and capacity for client services. ReSource Pro’s Philippine expansionManj Sohal, senior vice president of service delivery, will oversee the new operations in the Philippines. Sohal said that the centre will prioritise quality service and the development of local expertise. “Our first focus is quality, and we will invest in building the insurance expertise and knowledge transfers necessary to ensure client success,” he said, adding that the company plans to grow its presence in the Philippines rapidly. With this latest move, the company now operates across six countries and three continents. ReSource Pro provides strategic operations support to the insurance industry, helping companies optimise their processes, increase productivity, and improve profitability. Serving over 1,800 clients worldwide, the company offers business process management, technology solutions, and advisory services. In 2023, a study commissioned by Chubb found that 62% of financial executives in Asia expect embedded insurance to contribute more than 10% of their revenue within the next three years. Furthermore, 43% of Asian consumers prefer purchasing insurance through digital channels, with strong trust in established banks and insurers as providers. The shift toward digital insurance is part of a broader global trend, particularly in regions like Asia and Latin America, where fintech and e-wallet platforms are becoming more popular. According to Chubb’s Asia-Pacific head of digital, Isabella Carvalho, fintech firms and banks are increasingly integrating insurance products into their digital services to meet consumer demand for more accessible and affordable coverage options. Related Stories
2025-04-17State Regulator Contact Information All states, including unicorporated American territories– it can be difficult to find the person you need to answer your questions! ReSource Pro Compliance brings all this contact information together in one, convenient place. Contact Information Regualtory Bulletins Press Releases --> Search Directory Compliance Terminology ReSource Pro’s handy guide to compliance terms provides concise explanations of key industry terms. Search Terms Complaince Terminology --> Industry Alerts Don’t let what you don’t know cause compliance issues! ReSource Pro brings the MUST HAVE information together in one place. Resources Resource Pro's handy guide to compliance terms provides concise explanations of key industry terms. Complaince Terminology -->Welcome to ReSource Pro Compliance, your trusted partner for comprehensive insurance compliance solutions. We offer expert services in four key areas: Insurance Licensing, Surplus Lines Compliance, Corporate Compliance, and Compliance Review Services.Insurance LicensingOur end-to-end licensing solution covers all license types, lines of authority, and U.S. jurisdictions. We handle initial licensing, affiliations, appointments, renewals, change tracking, and cancellations for individuals and business entities. Our services improve profitability, reduce delays and rejection rates, maintain data integrity, and minimize the risk of administrative actions.Surplus Lines ComplianceWith the surplus lines market booming, our step-by-step services ensure you stay compliant in the non-admitted market. We offer policy filings, zero filings, premium tax reporting services, along with our Surplus Lines Industry Connection (SLIC) for uploading that includes our calculator and tax tool to assist in policy accuracy. Our experts help you keep up with time sensitive filings and reporting obligations, increasing productivity, reducing processing delays, and improving profitability.Corporate ComplianceBeyond insurance licensing, we provide comprehensive corporate compliance services. This includes business registrations, registered agent services, name approvals, annual returns, and foreign entity tax filings. We coordinate with multiple regulators, streamline the compliance process, and reduce the risk of regulatory penalties.Compliance Review ServicesOur thorough compliance reviews help identify gaps in your regulatory strategy. We audit your status with Departments of Insurance, Surplus Lines Regulators, and Secretary of State/Department of Revenue offices. Our detailed reports include actionable recommendations to close any compliance gaps.At ReSource Pro Compliance, we understand that every client has unique
2025-04-16That’s the key to thriving in today’s rapidly evolving insurance industry.” Every company on the Inc. Power Partner award list received top marks from clients for being instrumental in helping leadership navigate today’s complex business challenges. These B2B partners support organizations across various aspects of their business, enabling clients to focus on their core missions “This is our definitive listing of vendors and suppliers who have demonstrated excellence in serving small- and midsize customers,” said Inc. editor in chief Mike Hofman. “As part of the vetting process, our team of editors, researchers and reporters gathered information on companies’ products and services, assessed their reputation as captured in online comments and forums, and collected customer testimonials to ensure that the sales pitch matches the actual client experience. In every case, we spoke to founders like you who were happy to attest to a vendor’s genuine commitment to a mutually beneficial business partnership. We’re happy to be the conduit for that positive word of mouth.” To view the complete list, go to: inc.com/power-partner-awards/2024 The November 2024 Issue of Inc. magazine is available online now at and will be on newsstands beginning October 29, 2024.About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology and data to serve more than 1,800 clients across the carrier, broker and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, the company was recognized in 2024 by Inc. 5000 as one of the
2025-04-20Fatima is responsible for a team of Client Executives who manage client relationships in the MGA and wholesale space. She leads collaboration, expansion, and growth within existing partnerships. A career underwriter, she enjoys the blend of technical underwriting and the operations side, with a wealth of experience managing large, complex accounts and broker relationships. Manj Sohal is a Lean Service Expert with experience in eight different countries. He joined ReSource Pro in 2010 to build the company’s enterprise-wide quality system and Operational Excellence division. During this time, he also introduced the AdvanceIt! Program, an initiative to encourage and capture employee-driven innovations that saved clients over 45,000 hours in the last year. With a focus on change management consulting, Cheryl is an expert in developing standardized effective processes, leading end-to-end value stream mapping, and developing success measurements. In previous roles, she was responsible for technology implementation and process improvement advancements and has led cultural and business transformations across multiple global locations. Known for his insights on the future of the insurance industry and innovative uses of technology, Mark consults with insurers on forward-thinking strategies for success in the digital age. Brenda works with cross-functional teams to develop solutions that meet clients’ business needs, with special emphasis on ReSource Pro’s proprietary solutions. She collaborates with internal and external stakeholders to ensure that solutions developed are aligned with clients’ strategic goals. For over two decades, Amber Brethouwer has helped dozens of customers improve service quality and profitability. Her experience reaches across P&C, life, retail, direct, and employee benefits business segments. She brings an operations-first approach to helping our strategic customers to grow profitably. Steve has a proven ability to analyze processes and trends to deliver innovative sales and service solutions, ensuring optimal outcomes and customer satisfaction. He is adept at leading large teams to achieve business goals while also enhancing employee engagement. Joyce is an insurance compliance industry veteran committed to thorough, unambiguous compliance practices. She joined ILSA, now ReSource Pro Compliance, in 2005 and specializes in Insurance Licensing, Corporate Governance, and Surplus Lines Tax Compliance.
2025-04-07