For carriers, MGAs, and wholesalers

Fine-tune your goals

What’s your big picture strategy? Let’s find it together.

Talk to an expert

Create your roadmap to success

You work hard to serve your insureds – but who’s helping you?

We’ll help you find a new path to growth. As your long-term strategic partner, we support everything from management and operations consulting to transforming your digital customer experience.

Featured solution:
Transformation Services

Manage resources effectively

Do you know what you need? Effective resource management is crucial for optimizing operations and achieving your growth goals. Our model lets you allocate resources based on actual needs, instead of relying on assumptions – helping you calculate staff needs, optimize resources, and improve productivity.


Why is capacity management the secret weapon carriers need?

Find growth-focused advisory services

From workforce disruption to new risks, threats to your success are constantly evolving. We have proven success in helping organizations like yours eliminate barriers and achieve success – and it starts with individualized advisory services to set you apart from the crowd.


Focus on what matters

Maximize performance

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.


Understand your operations

Navigate digital transformation

Create a precise technology roadmap for your business through a detailed and defined insurance operating model.


Why core systems are critical for enabling digital transformation

Choose the right
vendors for you

It can be time-consuming and overwhelming to choose the right insurance platform providers – and as you rely more on third-party services, your risks increase. Our experts can help you make better-informed decisions around your technology and software investments.


CES 2024: The top trends and products for P&C insurance to watch

Give customers what they need

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.


Is tech transformation for P&C insurers all hype?

Want to create your roadmap to success?

Our consultants work exclusively with insurance organizations like yours, helping to drive long-term growth and success.

Find your path forward

Find recent insights to support your strategy goals

Research

2024 strategic initiatives: plans and progress in P&C personal lines


Browse research

Blog

Many see embedded insurance as a disruptor – is it?


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News

ReSource Pro taps Meredith Barnes-Cook as Partner, Advisory & Research


See recent news