Case Study: Thomas H. Heist Insurance Agency improves operations with ReSource Pro

Thomas H. Heist Insurance Agency - Customer Case Study

Thomas H. Heist Insurance Agency, a property and casualty agency with five locations in Southern New Jersey and the surrounding tri-state area, needed a better way to manage growth while reducing costs. Much of its business required handling complex surplus lines processing, creating repetitive administrative work, retraining cycles for new hires, and ongoing pressure to improve operational efficiency. To address this, the agency turned to ReSource Pro and its Operations Business Process Management services.

ReSource Pro began with policy checking for commercial lines and then expanded into certificates of insurance, endorsements, audits, change requests, document retrieval, binder checking, and more. Within 14 months, the agency significantly improved policy accuracy, eliminated backlogs, reduced risk exposure, and improved service levels. The partnership also lowered attrition-related costs and enabled two employees to move into higher-value roles, increasing both retention and job satisfaction.

Thomas H. Heist Insurance Agency

Thomas Heist

Owner