For retail agencies and brokers

Grow your business

Strategy and task support work better as a team.

Unlock growth

Develop your success strategy

Don’t know where to start? Sort through the problem with the help of seasoned insurance agency consultants.

We’re the long-term partner you need for management and operations consulting, strategy roadmapping, and customer experience transformation.

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Transformation Services

Get specialized support

Do you know what you need? Effective resource management and knowledgeable support are crucial for optimizing operations and achieving growth goals. We deliver specialized risk advisory and coverage solutions for – everything from new business to accounting, keeping you efficient.

Find agency consulting and strategic advising

From workforce disruption to new risks, threats to your success are constantly evolving and hard to stay ahead of. Eliminating barriers starts with being informed – and we’re experts in helping retailers keep up with the latest industry research and trends. Stay on top of your game and keep growing.


The 2024 insurance market outlook for retailers

Achieve digital transformation

Not all growth is profitable, and your operating environment could be holding you back from financial success. Between competition and evolving technology, you need to achieve more with less. We help you refine your processes and ensure your tech is driving real value – not unnecessary expenses.


Is your insurance agency ready for automation?

Improve the retail customer experience

Assess what your clients really want and how they feel about interactions with your organization. We help you make data-driven changes to create customer-centric digital experiences.


Empowered customer service team can make agency more profitable

Want to find your agency’s business strategy?

When you’re looking to grow, solutions aren’t one-size-fits-all. Work with our insurance agency consultants today to define your own path forward.

Exceed your goals

Find recent insights to support your strategy goals

Research

The future of embedded insurance: Disruptor or distraction?


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Blog

2024 insurance market outlook for retailers


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News

ReSource Pro acquires US-based Helix Agency Services


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