ReSource Pro
21 Case Studies
A ReSource Pro Case Study
TrueNorth Companies, a retail broker with a focus on complex risks like construction and telecommunications, wanted to strengthen its customer-first culture and improve alignment across teams. To do that, it partnered with ReSource Pro and its Agency Growth Solutions service to better understand and optimize its sales process from initial research through the first client meeting and sale.
ReSource Pro worked with TrueNorth to map each step of the sales process and help producers understand the downstream impact of their actions on the customer experience. This client-centered approach gave teams the “why” behind each interaction, increased trust-building confidence, and aligned the organization around the customer. As a result, TrueNorth navigated the pandemic-era virtual selling environment successfully and delivered nearly 40% revenue growth in 2020.
Aaron Brown
Principal, Construction Practice Leader