FOR CARRIERS, MGAS, AND WHOLESALERS
New Business
Underwriting support services that move submissions from intake to bind, faster.
We handle the detailed work that keeps submissions moving so your underwriters can stay focused on high-value risk decisions.
ReSource Pro supports carriers, MGAs, and wholesalers with activities across the new business process, bringing deep insurance expertise and operational efficiency across rating and quote, bind, policy issuance, and every step in between.
Win more new business
Accelerate speed to quote and bind
Speed up quoting processes because slow quotes mean lost business.
Ensure accuracy and completeness
Streamline fragmented intake so every submission starts clean and ends complete.
Scale without adding headcount
Cut manual intake time so submissions reach underwriters faster.
Premium audit services for carriers and MGAs
Underwriting support services built around our workflows, your systems, and your standards.
Premium Audit Services
Nationwide premium audit services to verify risk exposure and classifications
ReSource Pro handles every step of the audit, so your premiums stay accurate, your operations stay efficient, and your backlogs shrink. Our audit services span general liability, workers’ compensation, garage, auto, and composite policies.
Choose from physical, virtual, phone, and voluntary audits with physical-to-virtual conversion that lets you switch a physical audit to virtual when unusual circumstances prevent a visit. Remote audits are available in all 50 states, while physical audits are available in AL, AZ, CA, CO, FL, GA, ID, MT, NM, NV, OR, SC, TX, UT, WA, WY and expanding.
Every audit is reviewed by a U.S.-based QA team and you get access to a designated client specialist. Audit reports integrate with major audit platforms and feed directly into carrier and MGA systems through a secure portal so, if a dispute arises, carriers and the audit team can access them through the same portal.
Audit packages arrive complete, accurate, and on time, which improves closure rates and reduces disputes. ReSource Pro has the scale to absorb your audit volume today and keep pace as your book grows.
Premium Audit Complete
A complete premium audit solution
Premium Audit Complete is ReSource Pro’s award winning end-to-end premium audit solution and includes the proven operational processes ReSource Pro is known for, while handling the entire process on your behalf.
It helps solve the costly industry problem of premium leakage by reducing financial penalties for carriers, protecting policyholder trust, ensuring regulatory compliance, and aligning premium collection with actual risks.
96.5%
accuracy across 197,000+ audits
67.6%
of audits completed within 60 days
92.5%
of audits completed within 90 days
The real cost of an inaccurate audit is
the exposure that follows.
With 35+ years of expertise and services in all 50 states, we handle repetitive tasks so your
underwriters can focus on what matters most.
Loss control surveys for carriers, MGAs, and Excess and Surplus writers.
Underwriting-focused commercial and residential surveys, with a full lifecycle managed for you.
Loss Control Surveys
Fully managed loss control surveys services for underwriting confidence
ReSource Pro provides carriers, MGAs, and E&S writers with survey services that have the operational speed and technical precision to scale confidently. Every survey is coordinated end-to-end by a designated Carrier Specialist, with field support and consistent quality, so logistics never slow down new business or renewal decisions.
We conduct physical surveys in AL, AZ, CA, CO, FL, GA, ID, MT, NM, NV, OR, SC, TX, UT, VA, WA, WY and virtual, phone, and self- surveys in all 50 states. Every survey goes through a QA review with an average 30 day turnaround.
Our services include:
- High-resolution interior, exterior, and hazard photos, diagrams, and RC/ACV insurance-to-value valuations.
- Verification of operations and application details with customizable questions.
- Field representatives for urban and rural coverage, who are familiar with local building styles, construction, and trends.
- Coverage of property, casualty, contractors, job site, lessor’s risk, garage, and liquor liability across property types, including apartments, restaurants, warehouses, and manufacturing.
- Self-surveys guide policyholders step-by-step and capture geocoded photos, including commercial risks. Completed reports are delivered through a secure portal so you get consistent, timely data for every quote and renewal.
Our survey services are built for underwriting decisions rather than safety engineering and can follow a standard approach or a fully customized process to fit your requirements and budget.
Loss Control Complete
Stay ahead of risk
Loss Control Complete is ReSource Pro’s end-to-end loss control solution, pairing survey expertise with the proven operational processes ReSource Pro is known for, handling the entire survey function on your behalf. This includes intake, scheduling, fieldwork, documentation recommendations, and follow-up.
Your underwriters get an accurate picture of each risk so they can price it correctly, set the right terms, and quote with confidence.
HEAR FROM MGAS LIKE YOU
Client stories we’re proud to tell
The main advantage is that they have allowed me to diversify my book. I feel like I am more than just a number to them. The most important part of the business is getting an audit done correctly and getting it done right.
We insure tens of thousands of buildings and properties. It’s very important for us to make sure that our partners are an extension of us. [ReSource Pro] has done a great job to make sure our members feel very comfortable.
A trusted extension of your operations
Operational expertise and automation are applied to repeatable work, enabling straight-through processing for eligible segments and faster turnaround from submissions to bind.
Frequently asked questions
Answers to common new business questions
ReSource Pro New Business FAQs
What is “New Business” support for carriers, MGAs and wholesalers?
New Business support helps carriers, MGAs and wholesalers manage the administrative work around proposals, quote comparisons, and submission tasks so producers can focus on client relationships.
What tasks are included in new business services?
Services include preparing accurate proposals, comparing carrier quotes side-by-side, and supporting new business pipeline workflows.
How does ReSource Pro help with proposals?
ReSource Pro crafts accurate and timely proposals with tech-enabled processes, quality checks, and consistent formatting to help agencies win business.