NEW YORK — 31, 2026 — ReSource Pro, a trusted partner in operations, analytics, and technology solutions for the insurance industry, has announced its keynote speakers for ReSource Pro Summit 2026, the company’s capstone insurance event taking place April 28–30, 2026, at the Renaissance Esmeralda Resort & Spa in Indian Wells, California. 

Summit 2026 will bring together leaders from across the retail, carrier, MGA, MGU, and wholesale insurance sectors to explore the forces reshaping the industry, from AI adoption and workforce transformation to operational alignment and revenue optimization. 

The insurance industry is in motion. Shifts in risk, regulation and compliance, and customer expectations are redefining what it takes to lead with confidence. This event represents an opportunity for leaders to move beyond day-to-day execution and focus on the strategic decisions needed to build resilience today and prepare for the next era of AI-forward operations. 

The 2026 mainstage will feature three nationally recognized thought leaders: 

• Hank Watkins, executive director of the Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science and associate dean of the Peter J. Tobin College of Business at St. John’s University, will deliver the opening keynote, “Capture Opportunity Through the Mindset of Next-Gen Talent,” on Wednesday, April 29. His session will explore how technology is redefining roles, how organizations can strengthen their leadership pipelines, and how embracing the expectations of emerging talent can unlock new growth opportunities. 

• Rich Karlgaard, Forbes columnist, futurist, and business leader, will take the stage with his keynote, “AI’s Radical Future: More Dangerous and Wonderful Than You Think,” on Thursday, April 30. Karlgaard will examine the accelerating impact of artificial intelligence on business strategy, workforce models, and competitive advantage. His session will challenge insurance leaders to think beyond incremental change and consider how AI-driven transformation will redefine risk, opportunity, and operational performance. 

• Barry Rabkin, insurance industry analyst and author of “From Stone Tablets to Satellites: The Continual Intimate but Awkward Relationship Between the Insurance Industry and Technology,” will present “The 300-Year Collision: Cyber, AI, & 21st Century Risks Challenging Our 300+ Year-Old Industry” on Tuesday, April 29, at 4:15 p.m. Rabkin will explore why traditional risk management approaches are necessary, but no longer sufficient, to manage the indeterminate nature of modern cyber threats and artificial intelligence.  

 “Summit 2026 focuses on how insurance leaders can manage operational complexity and put AI to work in real ways,” said Dan Epstein Tagger, CEO, ReSource Pro. “Hank, Rich, and Barry bring complementary perspectives, one grounded in the evolution of talent and leadership within insurance, the others focused on the broader technological forces integrating with, and redefining, the industry. Together, they set the tone for capturing the shift.” 

In addition to keynote sessions, Summit 2026 will feature targeted industry tracks with sessions for agencies, brokerages, Carrier, MGA, and Wholesale audiences. Programming will address AI enablement, operational modernization, compliance, analytics, workforce strategy, and ecosystem alignment, alongside structured networking experiences and special events throughout the three-day conference. 

Summit 2026, hosted by ReSource Pro, a leader in strategic operations, begins Tuesday, April 28, and concludes Thursday, April 30. This event will bring the insurance industry together to learn from frontline experts, build and deepen industry connections, and walk away with actionable insights to improve their day-to-day operations.   

Registration is now open to clients. To learn more about Summit or request to become a sponsor, visit www.resourcepro.com/summit. 

About ReSource Pro 

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. 

On the surface, everything looks under control. Premiums are processed, commissions are reconciled, and reports are generated. But beneath that surface, small inconsistencies quietly add up until they become a meaningful financial gap.

Industry data suggests insurance organizations lose 1 to 5% of revenue annually due to reconciliation errors and inefficiencies. For a mid-sized agency, that can mean hundreds of thousands of dollars slipping away each year without a single obvious mistake. And in our work with more than 2,000 retail agencies, we have seen just how significant that gap can become, ranging from unrealized revenue exceeding $2.4 million to as much as $11 million in backlog for a single agency.

The issue is not one big failure. It is a series of small, systemic breakdowns in the way revenue is tracked and managed.

Premium Accounting: The Foundation of Revenue Accuracy

Premium accounting is often treated as a back-office necessity rather than a strategic function. In reality, it is the foundation of revenue integrity.

When processes rely heavily on spreadsheets and manual reconciliation, even minor discrepancies such as misapplied payments, timing mismatches, or missed entries can distort the financial picture. Over time, those distortions erode confidence in the numbers and make it harder to fully trust reported revenue.

Direct Bill Challenges and Revenue Visibility Gaps

Nowhere is this more visible than in the direct bill process. With carriers delivering statements in more than 13,000 different formats and at varying intervals, reconciliation becomes a time-consuming and often manual effort.

Commissions may be delayed, mismatched, or overlooked entirely. What appears to be an operational inconvenience is actually a deeper issue. Agencies lack a clear and timely view of what they have truly earned, which directly impacts revenue accuracy and forecasting.

Agency Bill Complexity and Financial Risk

Agency bill introduces a different kind of complexity. Because agencies are responsible for collecting and holding funds, the margin for error is smaller and the stakes are higher.

Even minor breakdowns in process can create cash flow issues or compliance risks, especially as transaction volumes increase. As agencies grow, these risks scale quickly, making consistency and precision critical.

Contingency Income: One of the Most Underutilized Revenue Opportunities

Contingency income is arguably the most overlooked piece of the revenue puzzle.

Many agencies still track it in spreadsheets or review it only once a year. Without consistent visibility into performance against carrier agreements, it becomes difficult to forecast, optimize, or even fully capture this revenue stream.

What should be a strategic lever for growth often becomes a missed opportunity.

Stop Treating Symptoms. Start Managing Revenue Strategically

What ties all of this together is a lack of integration. Premium accounting, direct bill, agency bill, and contingency management are typically handled as separate workflows, but they are all part of the same system: how an agency earns, tracks, and ultimately realizes revenue.

When these workflows operate in silos, data does not align, reconciliation becomes reactive, and leadership is left making decisions based on incomplete or delayed information.

Growth only amplifies the problem. As agencies scale, they add more policies, more carriers, and more complexity without fundamentally changing how revenue is managed. The result is more manual work, higher operational costs, increased risk, and more money left on the table.

This is why the conversation in the industry is shifting. It is no longer just about improving accounting processes. It is about rethinking them altogether.

The Shift to End-to-End Insurance Revenue Management

ReSource Pro’s latest announcement reflects this shift, with a focus on connecting premium accounting, billing, and contingency management into a unified, end-to-end revenue approach supported by automation and AI.

The agencies that are approaching these functions strategically are already seeing a measurable impact. Some have reduced operational costs by up to 65%, while achieving over 95% accuracy in predicting end-of-year bonus results from contingency revenue.

This is not just about efficiency. It is about transforming revenue operations into a source of visibility, financial performance, and control.

The Bottom Line

The real risk is not that something goes wrong. It is that money is quietly lost and no one notices.

The agencies that will lead the next phase of growth are not the ones doing accounting faster. They are the ones who have full visibility into their revenue, who can track it accurately, forecast it confidently, and optimize it intentionally.

Take Control of Your Revenue

If you are unsure whether your agency is capturing all the revenue it should, you are not alone. The question is not whether gaps exist, but how much they are costing you.

Learn how an end-to-end revenue management approach can strengthen premium accounting, direct bill, agency bill, and contingency management, helping you gain the visibility and control needed to capture every dollar you earn.

NEW YORK — March 24, 2026 — ReSource Pro, a leading strategic operations partner to insurance organizations, with more than 13,000 employees worldwide, today announced the official opening of its Philippines delivery center, marking a major milestone in the company’s global expansion. The opening comes as ReSource Pro’s workforce in the country has grown to over 650 employees, with plans to grow to nearly 1,000 employees this year.

The new office formalizes ReSource Pro’s rapidly growing presence in the Philippines. The country has become an important hub supporting operational services for insurance organizations across property & casualty (P&C) and employee benefits sectors. It is also known for its strong service culture, with a deep-rooted emphasis on empathy that drives high levels of client orientation and service excellence. Services supported include commercial and personal lines, workers’ compensation, excess, compliance, D&O, and Policy Insights solutions.

“Our clients rely on us to deliver highly specialized operational expertise at scale,” said Dan Epstein Tagger, CEO of ReSource Pro. “The Philippines has proven to be an exceptional market for recruiting talented professionals who meet our high quality standards for precision, operational intelligence, and trust. As our 19th delivery center in the US and worldwide, this new office represents a significant commitment from ReSource Pro to expand our global delivery capabilities and support our global workforce.”

ReSource Pro first announced plans to expand into the Philippines in 2024, as part of its strategy to meet growing demand from U.S. insurance organizations for operational expertise and scalable support. Since then, the company has rapidly built out teams supporting a wide range of client functions.

Teams in the office work closely with ReSource Pro’s global workforce to help insurance carriers, brokerages, MGAs, and wholesalers streamline complex workflows, improve productivity, and maintain operational excellence. ReSource Pro maintains rigorous hiring and training standards across its global workforce to ensure employees develop deep insurance knowledge and process expertise before supporting client operations.

“Our focus has always been building true insurance expertise within our teams,” said Manj Sohal, senior vice president of service delivery at ReSource Pro. “The Philippines offers a strong talent market with professionals who bring both technical capability and a commitment to excellence. As we continue to grow here, our priority remains developing the knowledge and operational rigor required to support our clients’ increasingly complex needs.”

The new office provides a collaborative space for teams to deepen training, speed knowledge transfer, and improve client support as ReSource Pro continues expanding its global delivery network.

The Philippines center is part of ReSource Pro’s broader global operations footprint, with offices in the Americas, Asia, and Europe supporting over 2000 insurance organizations worldwide.

About ReSource Pro

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Property/casualty insurance has not been immune with many predicting dire scenarios for the industry. The news that a Spanish insurer had a homeowners insurance app approved by OpenAI sent stocks of major brokers crashing. Others are predicting that the need for underwriters, adjusters, agents and other industry professionals will plummet as agentic AI takes on more complex tasks. These reactions reflect a massive misunderstanding of commercial lines insurance and the role of brokers.

Permit me to express a different view – perhaps a contrarian view –based on my participation in prior major tech waves and witnessing their implications for insurance, especially the Internet and the digital era.

The internet, direct distribution, and agents

In the 1990s at the dawn of the Internet for business, the widespread belief was that the role of agents would diminish; disintermediation was the byword, meaning that customers would be able to go directly to insurance carriers to purchase insurance. Fast forward to 2026 and we find the agency world thriving. In the US market, there are virtually the same number of independent agencies (IAs) today as there were in 2000. It’s true that the exclusive/captive agency force has declined from about 55,000 in 2000 to 35,000 in 2025. And yes, some of that is due to customers connecting directly online with insurers for their insurance (especially personal auto and small commercial). However, most of that decline is reflective of carriers shifting toward IA channels. An interesting data point is that 87% of commercial lines insurance in 2025 was sold through independent agencies – up from 83% ten years ago.

The digital era and P&C

Over the last 15 years, global digitalization and mobile tech have driven massive transformation in society and business, with the insurtech era harnessing these technologies to “disrupt” insurance.

Insurtech firms and the adoption of new technologies by existing P&C companies and incumbent tech providers have resulted in significant changes over that period, improving the customer experience, risk selection, claims, and operational efficiencies. Have the

advancements in the digital era fundamentally changed the business model of insurance? No. Have they dramatically reduced the number of underwriters, adjusters, and other professionals? No. Have they improved the productivity of these individuals? Absolutely yes. Have they created new opportunities for covering risks and growing the industry? Yes, especially via telematics, embedded and parametric insurance, on-demand models, micro-insurance, etc.). The net here is that the application of advanced technologies has allowed the industry to process over three times the premium since 2000 with similar numbers of producers and underwriters. (The number of P&C underwriters has grown from the mid-60,000s into the 70,000s, although exact numbers are elusive.)

Predictions for AI and P&C insurance in the next decade

Am I building a case that AI will not change P&C insurance much over the next decade? Absolutely not! As we know, the insurance industry has been leveraging AI technologies for quite some time, including machine learning for predictive models, computer vision for aerial imagery related to property risks, chatbots for customer services, and more. But today, AI is driving tremendous changes, particularly surrounding generative and agentic AI for a wide variety of use cases across the value chain and ecosystem. Large carriers are unleashing GenAI tools to tens of thousands of employees and seeing impressive productivity gains. Vendors are embedding AI into their solutions for agency management systems, CRM, policy and claim systems, and underwriting platforms. New insurtech players that are AI-native are bringing impressive capabilities to the industry.

Given these developments and this trajectory, what are we to expect from the industry in 2035? Here are some predictions with rationale:

Premium growth: Expect P&C premiums to double by 2035 to around $2T. This is slightly higher than other industry projections but still sits comfortably at about 7% compound annual growth rate. My prediction is not just based on rate increases but also on an expanding pie of risks. The industry will increasingly be able to address personal and business risks that have heretofore been unaddressed (essentially self-insured).

Shifts in employment and roles: My prediction is that key roles such as agents and underwriters will see a slight decline. At a time when the Bureau of Labor Statistics is predicting big job losses of 20-30% or more in other professions, their forecast is that there will only be 3-4% fewer underwriters by 2035. Underwriting assistants and processors may be a different story as this is where AI is likely to hit hardest. However, the biggest change will be the evolution of roles and the emergence of new roles. Underwriters will be more focused on relationships and managing the portfolio. Adjusters will spend more time on relationships and complex claims. Agents will migrate to more activity on the commercial lines and specialty side, especially as risk continues to become more complex and nuanced. Ultimately, I believe it is possible to be both pro-AI and pro-human, with AI elevating the roles of industry professionals.

Greater efficiency and productivity: The net result of premium growth projections and limited decreases in agents, underwriters, and adjusters will be major increases in productivity. Handling two or three times (or more) as many customers/accounts/cases will be the norm.

Innovation: AI will significantly increase speed to market and innovation. Expect to see more variation in products and programs, more rapid in-market adjustments, and faster response to emerging risks.

Evolution for partners: Partners and providers to the P&C insurance industry will be significantly affected by AI, with major implications for Third Party Administrators and Business Process Outsourcing providers. Despite this, there will still be a strong need for these providers to deliver services to the industry, especially in light of the widening resource gap – as highlighted above. Plus, notwithstanding the impact of AI, estimates show that the P&C industry will have a shortage of at least 400,000 professionals by 2035. TPA and BPO firms with deep industry expertise will continue to be good partners to the industry. At the same time, these firms must tech-and AI-enable their offerings to the industry to continue to improve the effectiveness, productivity, and ROI of their services.

Conclusion

The fundamental business model of the P&C insurance industry is unlikely to change. The role of the industry in the world will be heightened, and its professionals will enjoy fulfilling careers. There will certainly be short-term pain with job loss of entry-level and more administrative type employees, but new roles will be created for those that are willing to learn and adapt.

There will clearly be winners and losers among companies and employees. But the overall picture for the industry will remain bright in the AI era.

Explore the full research behind these trends.

NEW YORK — March 18, 2026 — ReSource Pro, a leader in operations, analytics, and technology solutions for the insurance industry, today announced the expansion of its Revenue Management Services Suite, a technology-agnostic bundled offering designed to help insurance agencies strengthen premium accounting accuracy, revenue visibility, and operational efficiency.

Managing agency revenue operations is one of the most complex and business-critical functions within an insurance organization. These processes often include insurance premium accounting, carrier reconciliation, commission tracking, and revenue forecasting. ReSource Pro’s Revenue Management services combine experienced operational teams, AI-enabled workflows, and integrated technology partnerships to help agencies manage these responsibilities at scale protecting cash flow, reducing financial risk, and maintaining operational continuity as agencies grow.

“Agencies need revenue operations they can trust as they scale and evolve,” said Saima Shaukat, senior vice president of ReSource Pro’s retail practice. “By bundling our revenue management services, we’re delivering an enterprise-ready solution that supports end-to-end revenue processes—from premium accounting and reconciliation to commission management—so our clients can focus on running their business with the confidence that every dollar is accurately accounted for.”

The enhanced Revenue Management Services Suite includes:

• Agency Bill — End-to-end support for insurance premium accounting, premium reconciliation, trust accounting oversight, and commission processing, strengthened through ReSource Pro’s expanded integrations with leading insurance technology platforms.
• Direct Bill Complete — A solution that combines AI-powered automation with expert teams to accelerate direct bill reconciliation, improve carrier match rates, and reduce manual effort.
• Contingency Intelligence — Centralized visibility into carrier performance, contingency income, and revenue trends, enabling agencies to improve forecasting and support more data-driven decision-making.

While the suite provides a bundled service option, ReSource Pro remains committed to aligning services with each organization’s unique operating model. Solutions can be deployed together or individually, allowing agencies the flexibility to address current needs, maintain operational stability, and adapt as their business and technology requirements evolve.

To learn more about Revenue Management Services at ReSource Pro, visit our website.

About ReSource Pro

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 3,200 carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

This shift matters because insurance careers are accelerating faster than the systems designed to support them. Digitalization has fundamentally changed how work is done, how quickly professionals advance, and how capability is built. Without modern talent infrastructure, organizations risk moving strategy faster than their people can realistically execute.

When Experience No Longer Accumulates Slowly

Historically, insurance expertise was built through time and repetition. Professionals learned by sitting beside experienced colleagues, handling similar scenarios year after year, and gradually developing judgment. Digital tools have compressed that learning curve. Automation, analytics, and workflow systems now handle much of the repetitive work that once reinforced experience.

As a result, professionals are advancing faster. Promotions happen earlier. Responsibilities expand more quickly. Decision-making authority increases before intuition has fully formed. This is not a failure of talent. It is a structural gap.

The article highlights a critical reality. Digitalization removed the slow, experiential paths that once built judgment, but organizations have not replaced them with intentional systems that develop capability at speed. The result is a workforce moving faster, but often without the scaffolding needed to sustain performance.

Why HR Can No Longer Carry This Alone

Another key insight from The Insurance Lead is that HR is no longer structurally positioned to own enterprise-wide talent architecture. Over time, HR’s mandate has expanded significantly. Compliance, regulatory oversight, workforce risk, benefits complexity, and employee relations now consume much of its capacity.

This does not reflect a failure of HR. It reflects overload. As organizations digitize and regulatory scrutiny increases, HR becomes a risk management function as much as a development function. Expecting HR alone to design and maintain dynamic talent systems across the enterprise is no longer realistic.

Talent development today intersects directly with operations, technology, and strategy. That makes it an organizational responsibility, not a departmental one.

Talent Must Be Built Like Technology

The article draws a powerful parallel between talent and technology evolution. Technology once lived on the margins, supporting the business. Over time, it became essential. Today, it is infrastructure.

Talent must follow the same path. Treating talent as infrastructure means building systems that intentionally develop capability, not relying on time or proximity to do the work. It means designing clear pathways for progression, feedback loops for learning, and visibility into where skill gaps are forming before they become risks.

Organizations that take this approach gain execution readiness. They know whether their people can support new strategies, absorb new technologies, and scale new models. Those that do not often discover gaps only after performance suffers.

Why This Matters Right Now

Four forces are converging to make this shift urgent. Technology acceleration continues to reshape roles faster than job descriptions can keep up. Demographic shifts are thinning layers of experience as senior professionals retire. Generational expectations emphasize growth, clarity, and progression earlier in careers. At the same time, HR functions are stretched by expanding compliance and workforce risk demands.

Together, these forces create a dangerous condition. Strategy moves faster than capability. Organizations launch initiatives, adopt platforms, and pursue growth without a clear understanding of whether their talent systems can support execution.

This is not a future problem. It is happening now.

What Leaders Should Take Away

The takeaway from this perspective is not about hiring faster or training more. It is about designing intentional systems that align talent, capability, and strategy. Leaders should ask whether their organizations have visibility into how people develop judgment, how learning scales, and how roles evolve as work changes.

Treating talent as infrastructure creates resilience. It allows organizations to adapt without burning out their people. It provides clarity about readiness and risk. Most importantly, it ensures that as insurance work becomes more digital and complex, human capability keeps pace.

Building the Foundation for What Comes Next

From ReSource Pro’s perspective, this reframing is essential. Insurance organizations that treat talent as infrastructure rather than an HR sub-function will be better positioned to execute strategy, absorb change, and sustain performance over time. Talent systems are no longer optional supports. They are core operating assets.

The organizations that recognize this shift early will not just attract and retain talent. They will build the capability required to compete in a faster, more complex insurance landscape.

Source
Talent as Infrastructure: Why Talent Management Will Leave the HR Incubator Nest
Author: Audry Torrence
Publication: The Insurance Lead
Original Publication Date: 2025

From Projects to Continuums: Why Insurance Technology Must Be Reimagined

For decades, insurers have treated technology initiatives as discrete projects with defined start and end points. New platforms are implemented, systems are modernized, and transformation programs are launched with fanfare. But once the project closes, momentum fades. The result is a cycle of upgrades that never fully deliver on their promise.

The article makes a compelling case that insurance technology must move away from project-based thinking and toward a continuous operating model.

Why the Project Mindset Keeps Falling Short

Traditional project models are familiar and comfortable. They rely on fixed scopes, timelines, budgets, and success metrics. In a stable environment, that structure can work. But insurance no longer operates in stable conditions.

Customer expectations evolve quickly. Regulatory requirements change. New data sources emerge. AI and automation capabilities advance faster than annual planning cycles can accommodate. In this environment, treating technology as a one-time initiative creates gaps almost as soon as a project goes live.

Many insurers experience this firsthand. A new system launches, but workflows do not adapt. Integrations lag behind business needs. Enhancements get deferred to the next roadmap cycle. Over time, the organization is left managing yet another system that feels outdated before it reaches maturity.

The article argues that these outcomes are not execution failures. They are symptoms of an outdated model.

Technology as a Living Capability

The alternative proposed in The Insurance Lead is to treat technology as a continuum rather than a destination. In this model, systems are not considered finished. They evolve continuously alongside business strategy, customer behavior, and operational needs.

This approach aligns more closely with how modern digital organizations operate. Instead of asking whether a project is complete, leaders ask whether the capability is improving. Success is measured by adaptability, speed, and business impact rather than milestone completion.

For insurance organizations, this shift requires a change in mindset. Technology teams must work in closer partnership with operations, underwriting, claims, and distribution. Roadmaps become dynamic rather than static. Feedback loops shorten. Continuous improvement replaces periodic transformation.

Organizational Barriers to Change

While the logic is compelling, the transition is not easy. The article highlights several barriers that insurers must confront.

Governance structures are often built around projects, not products or capabilities. Budgeting processes reinforce fixed timelines rather than ongoing investment. Teams are organized by function rather than outcomes. All of this reinforces fragmentation.

In addition, legacy systems and technical debt make continuous change feel risky. Many organizations fear breaking what already works. As a result, they default to large, infrequent initiatives rather than smaller, incremental improvements.

Overcoming these barriers requires leadership commitment and operational discipline. It also requires clarity about what capabilities truly matter to the business.

What Leaders Should Rethink Now

Insurance leaders do not need to abandon project management altogether. But they do need to rethink where it applies and where it limits progress.

A practical starting point is to identify core technology capabilities that require constant evolution, such as digital distribution, data platforms, claims automation, and underwriting analytics. These areas benefit most from a continuum approach.

Leaders should also reassess how teams are structured. Organizing around products or capabilities, rather than temporary initiatives, creates ownership and accountability over time. Funding models should support sustained improvement, not just implementation.

Most importantly, success metrics must evolve. Measuring whether a system went live on time is no longer enough. Leaders should evaluate whether technology is enabling faster decisions, better customer experiences, and more resilient operations.

Turning Continuity Into Competitive Advantage

From ReSource Pro’s perspective, the shift from projects to continuums reflects a broader truth we see across insurance operations. Sustainable transformation does not happen in bursts. It happens through alignment, iteration, and constant refinement.

Organizations that embrace a continuous technology operating model are better positioned to respond to change without disruption. They reduce the risk of large-scale failures, improve employee engagement, and deliver more consistent value to customers.

The future of insurance technology is not about the next big implementation. It is about building capabilities that evolve as fast as the industry itself.

Source
From Projects to Continuums: Why Insurance Technology Needs a New Operating Model
Author: Miguel Edwards
Publication: The Insurance Lead
Original Publication Date: 2025

NEW YORK — Feb. 24, 2026 — ReSource Pro, a leader in operations, analytics, and technology solutions for the insurance industry, today announced the formal launch of its Partnership Program, designed to strengthen collaboration with technology, data, and industry organizations that support insurance carriers, agencies, brokers, and MGAs.

“Insurance organizations are managing increasingly complex environments, from system integrations to compliance requirements and operational scale,” said Rob Marinello, Senior Director Partner Alliances, ReSource Pro. “Our Partnership Program creates a more intentional way to work alongside trusted partners, so clients benefit from stronger coordination and more consistent execution.”

ReSource Pro’s partner ecosystem already includes a growing group of established insurance technology and industry organizations, spanning capabilities across the insurance value chain, from core systems integration and managed services to direct billing technology, compliance, data automation, and operational efficiency.

ReSource Pro’s Partnership Program improves visibility and connection across partners, strengthens collaboration, and ensures clients receive coordinated support aligned to their operational needs.

Organizations interested in learning more about ReSource Pro’s Partnership Program or exploring partnership opportunities can visit the partner page on the company’s website.

About ReSource Pro

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

NEW YORK — February 23, 2026 — As generative AI tools rapidly advance, insurers face a growing and increasingly sophisticated threat: AI-generated fraud. Manipulated photos, deepfaked videos, and fabricated documentation are becoming easier to produce and harder to detect within digital underwriting and claims workflows.

Traditional fraud detection systems were not built to identify synthetic media. As insurers accelerate automation and expand straight-through processing, digital submissions move faster and with fewer human checkpoints. While this drives efficiency, it also creates new vulnerabilities.

To address this emerging risk, ReSource Pro has partnered with Attestiv, a leader in AI-powered media authentication technology. Together, the companies are helping insurers strengthen digital integrity while protecting their automation investments.

Why AI-Generated Fraud Is a Growing Risk for Insurers

The insurance industry is undergoing rapid digital transformation. Increased automation, customer self-service portals, and high-volume digital claims intake have significantly improved operational efficiency.

At the same time, generative AI tools now enable those seeking to defraud insurers to:

• Manipulate damage photos
• Fabricate loss events
• Alter documents
• Create entirely synthetic media submissions

Because these submissions can appear highly realistic, traditional fraud detection methods often fail to detect tampering, particularly in automated or low-touch workflows. For those investing heavily in automation, this creates a new operational and financial exposure: synthetic media fraud embedded within high-speed digital processes.

Strengthening Digital Integrity at the Point of Submission

Through this partnership, ReSource Pro is able to integrate Attestiv’s real-time AI media authentication technology directly into client workflows.

Key capabilities include:

• Real-Time Media Analysis – Instant validation of photos, videos, and documents at the point of submission
• Automated Fraud Routing – Suspicious media is flagged and routed to Special Investigation Units (SIUs), while legitimate claims proceed through fast-track workflows
• Duplicate Detection – Identification of recycled or previously used media across databases to prevent multi-point fraud
• Seamless Workflow Integration – API-based deployment within existing underwriting and claims systems without disrupting user experience

This approach enables insurers to maintain the speed of automation while introducing advanced verification controls where they are most needed.

Supporting Insurance Automation and Risk Management

For insurance carriers and MGAs, the implications extend beyond fraud detection.

By validating digital media authenticity before decisions are finalized, insurers can:

• Protect straight-through processing investments
• Reduce false positives associated with rule-based fraud systems
• Preserve SIU resources for complex investigations
• Maintain faster claim cycle times
• Protect customer trust in digital-first experiences

As automation scales, proactive verification becomes essential to maintaining operational integrity and financial performance.

Expanding the ReSource Pro Partner Ecosystem

This partnership reflects ReSource Pro’s broader commitment to building a curated ecosystem of technology partners that address emerging risks and operational challenges across the insurance value chain.

Rather than offering standalone solutions, ReSource Pro evaluates, integrates, and deploys best-in-class technologies within carrier and MGA environments, ensuring that innovation aligns with real-world underwriting and claims workflows. By combining strategic operations expertise with advanced technology partnerships, ReSource Pro helps carriers and MGAs modernize confidently while mitigating new categories of risk.

Executive Perspectives

“As AI technology becomes more accessible, insurers face a new category of fraud that traditional detection methods simply weren’t built to catch,” said Rob Marinello, Senior Director, Partnerships and Advisory at ReSource Pro. “Our partnership with Attestiv gives our clients a powerful tool to validate digital media authenticity before critical decisions are made, protecting both automation investments and the integrity of the claims process.”

“By partnering with ReSource Pro, we can deliver our authentication technology to carriers and MGAs who are accelerating automation while facing unprecedented risks from deepfakes and manipulated media,” said Nicos Vekiarides, CEO of Attestiv. “Together, we are helping the industry maintain trust in a digital-first world.”

Learn More

Insurance organizations seeking to safeguard digital submissions and strengthen automation integrity can contact ReSource Pro to learn how this solution can be integrated into existing workflows.

About ReSource Pro

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 3,200 carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

APCIA Executive Round Table 

February 22–24, 2026 | Naples, Florida

The APCIA Executive Round Table is a strategic gathering for carrier leaders focused on what’s shaping the market at the highest levels. Built for executive-to-executive dialogue, it creates space for candid conversations around regulatory pressure, enterprise strategy, and performance across increasingly complex operations. At APCIA, decision-makers pressure-test modernization plans, exchange insight on driving efficiency at scale, and strengthen long-term resilience in a rapidly shifting landscape. This is where we share with executives, what’s new in the market, what they should be considering, and how best to get started on achieving their growth goals.

Who should attend? Carrier executives, operations leaders, and strategy stakeholders.

NAMIC Commercial & Personal Lines Seminar 

March 4–6, 2026 | Chicago, Illinois

The NAMIC Commercial & Personal Lines Seminar is a focused forum for carrier leaders navigating performance across both sides of the business. Bringing together decision-makers responsible for commercial and personal lines, the event zeroes in on what matters most right now: market shifts, underwriting results, and the operational priorities driving profitability.

At this event, carrier teams convene to align strategy across lines of business, benchmark performance against peers, and walk away with clearer direction for strengthening core operations in a changing market.

Who should attend? Carrier underwriting leaders, operational stakeholders, and commercial or personal lines decision-makers.

Accelerate, powered by NetVU 

April 13–16, 2026 | Las Vegas, Nevada

If you’re a Vertafore user or a growth-minded retail agency, we’ll see you at Accelerate, powered by NetVU. This event is a staple on our calendar because it focuses on what matters most right now: practical education and applied AI. We’re headed to this one to help our partners modernize their workflows and put new tech to work in their daily operations.

Who should attend? Agency operations leaders, technology owners, and teams focused on practical automation.

ReSource Pro Summit

April 28–30, 2026 | Palm Springs, California

ReSource Pro Summit is ReSource Pro’s capstone event, bringing together insurance leaders to explore the intersection of operations, technology, talent, and growth. Designed to translate industry insight into practical action, Summit reflects the culmination of strategic conversations we have throughout the year and brings them together in one collaborative experience.

Who should attend? Insurance executives and operational leaders looking for practical insight, peer connection, and forward-looking strategy.

Applied Net

September 27–October 1, 2026 | Washington, District of Columbia

Applied Net is a powerhouse for independent agents and brokers, and for good reason. The sheer scale and presence of industry decision-makers make it the perfect place for high-level conversations on growth and operational efficiency. We’re heading there to talk data-driven decision-making and how technology-enabled services are moving the needle for agencies today.

Who should attend? Agency leadership, operations teams, and growth-focused decision-makers.

CIAB Employee Benefits Leadership Forum 

The CIAB Employee Benefits Leadership Forum is a cornerstone event for senior leaders navigating the evolving benefits landscape. Designed specifically for agencies focused on employee benefits, it creates space for candid, high-level conversations about what’s driving growth right now from managing regulatory complexity to building and retaining specialized talent. We’re heading here to bring strategy and alignment to workflows that could alleviate peak season chaos.

This is where benefits leaders come to sharpen strategy, compare notes with peers facing similar workforce pressures, and explore practical ways to scale in an increasingly demanding environment.

Who should attend? Benefits practice leaders, agency executives, and operations leaders in the employee benefits space.

InsureTech Connect (ITC Vegas) 

September 29–October 1, 2026 | Las Vegas, Nevada

InsureTech Connect (ITC Vegas) is for the dreamers and innovators of the insurance industry. The audience focuses on bringing the future of insurance to the here and now. This event brings together leaders across insurance to explore how technology, automation, and data are reshaping operations and enabling growth at scale. We attend this event to enhance our partnership program, test out the best tech, optimize it, and bring viable solutions of the masses in the industry.

Who should attend? Insurance leaders, innovation teams, and operational transformation stakeholders.

WSIA Annual Marketplace 

October 11–14, 2026 | San Diego, California

One of the most influential events of the insurance industry, the WSIA Annual Marketplace convenes wholesale brokers, MGAs, and carriers in one location for the ultimate networking environment. Known for its relationship-driven format, the marketplace creates space for meaningful discussions around program growth, operational support, and scalable execution. We’re headed to WSIA to help our partners modernize their workflows and help adopt new tech to alleviate pain points.

Who should attend? Wholesale and MGA leaders, carrier program teams, and distribution decision-makers.

TMPAA Annual Summit 

October 19–21, 2026 | Scottsdale, Arizona

The TMPAA Annual Summit is a cornerstone event for the MGA and specialty insurance community. Bringing together MGAs, carriers, and service providers, the summit emphasizes delegated authority, program administration, and the partnerships that drive success in specialty markets. We attend this event to bring relief to underwriting operations through technology and data-driven solutions optimizing the policy lifecycle.

Who should attend? MGA leaders, carrier program teams, and specialty market decision-makers.

CIAB Insurance Leadership Forum 

CIAB Insurance Leadership Forum serves as the ultimate meeting ground for the insurance industry’s C-Suite, decision-makers, and industry drivers. This exclusive-event serves as a focused setting for executive-level agency discussions to deliberate on leadership, strategy, and long-term growth. With a seat at the table, ReSource Pro connects with executive leadership as trusted partners to set roadmaps intended to propel retail agencies and carriers to their max potential in the industry.

Who should attend? Agency and brokerage executives focused on growth, valuation, and long-term strategy.

Planning to attend one of these events? If you’ll be at any of the events on this list, we’d love to connect. Schedule a meeting with the ReSource Pro team to discuss how insurance organizations are approaching operational excellence, technology modernization, and growth in 2026 and beyond.