Agency Technology Blueprint: An overview of the agency technology landscape
ReSource Pro’s latest research report, From Foundational to Transformational: An Overview of the Agency Technology Landscape, explores how independent insurance agencies are evolving their technology ecosystems to improve operational efficiency, strengthen customer relationships, and prepare for the next generation of AI-powered innovation. Drawing on market analysis and industry expertise, the report introduces a practical framework […]
ReSource Pro Marks 20+ Years of Surplus Lines Compliance Support Amid E&S Market Expansion
ReSource Pro marks 21 years of helping retail agencies, wholesalers, and MGAs streamline surplus lines compliance with expert support and modern technology.
AI Solutions for Retail Insurance Agencies
Artificial intelligence (AI) is reshaping how retail insurance agencies deliver client service, manage operations, and compete in a rapidly evolving market. From automating policy checks to enhancing claims support, AI helps agencies boost efficiency, reduce errors, and elevate customer experiences. This report outlines the most impactful AI use cases in account servicing and agency operations, […]
New Research Highlights Opportunities to Address Projected Gap of 400,000 jobs by 2035
With AI-powered automation, rising M&A, and surging productivity, 3-part series outlines ways that brokers and carriers are future-proofing their operations. NEW YORK — May 13, 2025 — ReSource Pro, a leading provider of technology and operations solutions for the insurance industry, today released a three-part research series spotlighting how insurance organizations can stay competitive amid […]
ReSource Pro Enhances Specialty Licensing Team to Address Growing Compliance Complexity for TPAs, MGAs, and Risk Purchasing Groups
This enhancement ensures the cost-effective delivery of licensing solutions for complex business structures.
Simplifying specialty licensing: Helping businesses navigate compliance
We sat down with Traci Slater, Assistant Manager, SDU – ReSource Pro Compliance, US, to discuss the growing demand for specialty licensing support and how the company has enhanced its team to meet that need. Specialty licenses—such as those for TPAs, MGAs, Reinsurance Intermediary Brokers/Managers (RIB/RIM), adjusters, and risk purchasing groups—come with complex regulatory requirements […]
Compliance solutions for the insurance industry
Regulatory compliance is one of the most complex and resource-intensive responsibilities facing insurance organizations today. Insurance compliance solutions are no longer a nice-to-have—they are a critical operational requirement for insurance organizations navigating today’s increasingly complex regulatory environment. Carriers, brokers, managing general agents (MGAs), and agencies must navigate a constantly evolving regulatory landscape that includes producer […]
Navigating insurance agency compliance: CEO Dan Epstein Tagger for PC360
As agencies expand or merge across state lines, managing compliance becomes more difficult, with risks of costly fines and reputational damage. ReSource Pro CEO Dan Epstein’s recent article in PC360 sheds light on the growing complexity of insurance agency compliance and the need to consolidate regulatory partners.
The cost of non-compliance for insurance companies
Most insurance professionals understand that failing to meet their compliance obligations can result in censure by regulation authorities. Often, however, they underestimate the real harm such penalties can do