Case Study: Large US-Based Combination Wholesaler/MGA Reduces Follow-Ups and Processing Time with ReSource Pro

Eliminating the Cost of Missing Information

A large US-based combination wholesaler/MGA with strong operations in the Northeast and Southeast turned to ReSource Pro’s Operations Advisory team to address a major bind-request problem: 80% of incoming requests were missing key information. The customer was spending too much time on follow-ups, delaying business development, and sometimes forcing producers to explain premium increases after the effective date, which hurt client relationships.

ReSource Pro implemented a standardization-based solution that defined exactly what information was needed to quote, bind, and issue policies, added company-wide checklists, and created follow-up email templates and rules for when to contact clients. This eliminated an average of two follow-ups per account and reduced annual processing time and expenses by 12%, with ReSource Pro estimating more than 11% gross revenue potential from the improvement.