Case Study: Largest Retail Broker Achieves Operational Efficiency with ReSource Pro

Elevating Customer and Employee Experience

Largest Retail Broker, one of the world’s largest insurance brokers, was aiming to improve customer and employee experience while reducing operating costs and addressing talent concerns. The company found that account managers and administrators were spending 30–50% of their time on data rekeying and routine administrative work, and it also needed help after three robotic process applications failed. To solve these issues, the broker expanded its partnership with ReSource Pro for business process management and automation services.

ReSource Pro delivered process improvements, standardization, automation, and business process management support across more than 1,200 employees in 71 departments. The partnership delegated 229 repetitive functions to ReSource Pro, saved over 242,000 processing hours, and reduced operating costs by $7.08 million. ReSource Pro also helped improve data integrity, reduce overtime, eliminate backlogs, and create more time for employees to focus on higher-value client work.