Competing harder

Moving into new markets was the goal of this mid-sized commercial insurance agency. They had the talent and services to succeed, but not the back-office support required. Instead of winning new business, agents were entangled in endorsement checking and stewardship reports. Backlogs mounted. Customer service suffered. Morale declined.

ReSource Pro’s job was clear: Turn our client’s back-office into an engine for growth, not an obstacle to it.

Demonstrating value

The company sent us a backlog report and asked for an analysis. They wanted to know what their first step should be to get out from under a six-month accumulation of routine processing tasks.

We returned a detailed spreadsheet outlining a course of action based on our assessment of their systems and technology and customized to their existing procedures, while also ensuring that their data never left their system.

Today, ReSource Pro prepares 80% of the company’s stewardship reports, which provide a detailed accounting of activity around their clients’ premiums—critical documentation they rarely had time to produce themselves.

Getting results

It didn’t take long to build trust with our client’s team, or to achieve real business outcomes. According to the company’s internal metrics, profit margin per employee and revenue per retention have both increased. In fact, their calculations show that each ReSource Pro staffer performs the tasks of 1.43 of the company’s own employees.

Instead of spending time recruiting, training, and supervising, management can focus on entering new markets and signing new clients.