{"id":22679,"date":"2025-09-23T13:52:41","date_gmt":"2025-09-23T17:52:41","guid":{"rendered":"https:\/\/www.resourcepro.com\/?p=22679"},"modified":"2025-11-05T11:44:26","modified_gmt":"2025-11-05T16:44:26","slug":"how-insurance-leaders-transform-operations-with-resource-pro","status":"publish","type":"post","link":"https:\/\/www.resourcepro.com\/blogs\/how-insurance-leaders-transform-operations-with-resource-pro\/","title":{"rendered":"How three industry leaders are transforming insurance operations with ReSource Pro"},"content":{"rendered":"<p><span data-contrast=\"auto\">In today\u2019s competitive insurance market, operational efficiency and client experience are essential to growth. Forward-thinking organizations are embracing strategic partnerships to optimize processes, empower their teams, and deliver more value to clients.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><!--more--><\/p>\n<p>Three industry leaders from Grange Insurance, Holmes, Murphy &amp; Associates, and Kaplansky Insurance, share how their collaborations with ReSource Pro have helped them modernize systems, free staff for higher-value work, and scale growth across organizations.<\/p>\n<h2><b><span data-contrast=\"auto\">Grange Insurance: seamless platform transition and expanded support<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">When Grange Insurance transitioned from a legacy DOS-based mainframe to a new Guidewire platform, accuracy and timeliness were paramount. \u201cReSource Pro was there to ensure a seamless transition,\u201d shares <\/span>Amanda Cullen<span data-contrast=\"auto\">, Grange Insurance.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Originally brought on for policy conversion support, the partnership has since evolved into a long-term collaboration. Today, ReSource Pro supports Grange\u2019s <\/span><a href=\"https:\/\/www.resourcepro.com\/carrier\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=small-business-transactions\">small business transactions<\/a>, <a href=\"https:\/\/www.resourcepro.com\/carrier\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=renewals\">renewals<\/a>, <a href=\"https:\/\/www.resourcepro.com\/carrier\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=quoting\">quoting<\/a>, <a href=\"https:\/\/www.resourcepro.com\/carrier\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=new-business-issuance\">new business issuance<\/a>, and <a href=\"https:\/\/www.resourcepro.com\/carrier\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=system-cleanups\">system cleanups<\/a><span data-contrast=\"auto\"> \u2013 all with consistent speed and accuracy.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><iframe title=\"Client Testimonial: Amanda Cullen, Grange Insurance\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/AlRWHwKxV3o?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<blockquote><p><span data-contrast=\"auto\">\u201cThe team that we work with is great. We have biweekly meetings where we cover everything that\u2019s been going on. The communication has been really great\u2026 It\u2019s been a really positive experience.\u201d<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><\/blockquote>\n<h2><b><span data-contrast=\"auto\">Holmes, Murphy &amp; Associates: freeing service teams for client-focused work<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">For Holmes, Murphy &amp; Associates, the challenge was balancing client deliverables with administrative burdens like policy checks and document retrieval. By leveraging ReSource Pro\u2019s <\/span><a href=\"https:\/\/www.resourcepro.com\/retail\/improve-productivity\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=policy-insights\">Policy Insights<\/a> and <a href=\"https:\/\/www.resourcepro.com\/retail\/improve-productivity\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=document-retrieval\">document retrieval services<\/a><span data-contrast=\"auto\">, the firm freed its service teams to focus on consultative and technical client support.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<blockquote><p><span data-contrast=\"auto\">\u201cOne of our biggest things that ReSource Pro has done to really help us is document retrieval. We are currently up to 12 carriers that we utilize them for, but we have over 100 in total. Instead of going out to carrier websites to grab policy documents or loss runs, our teams can now focus on client questions, deliverables, and technical expertise.\u201d &#8211; Danielle Sturzenbach, VP of Client Service.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><\/blockquote>\n<p><span data-contrast=\"auto\">This shift also enabled Holmes Murphy to <\/span><b><span data-contrast=\"auto\">standardize processes across diverse verticals<\/span><\/b><span data-contrast=\"auto\"> \u2013 from construction, to technology, to employee benefits \u2013 despite the industry\u2019s inherent complexity.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><iframe title=\"Client Testimonial: Danielle Sturzenbach, Holmes, Murphy and Associates\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/Uof-I0MaVXE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<blockquote><p><span data-contrast=\"auto\">\u201cWe\u2019ve had to rethink how we\u2019re going to teach the why. Historically, agencies have said, \u2018You have to do this to understand.\u2019 Now, with ReSource Pro, we can explain it while they handle the process.\u201d<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><\/blockquote>\n<h2><b><span data-contrast=\"auto\">Kaplansky Insurance: scaling growth through operations\u00a0<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">With <\/span><b><span data-contrast=\"auto\">46 acquisitions and counting<\/span><\/b><span data-contrast=\"auto\">, Kaplansky Insurance faced the challenge of scaling operations while maintaining client service. COO <\/span>Jennifer Soares<span data-contrast=\"auto\"> turned to ReSource Pro to offload back-office tasks, giving account managers more time for sales and service.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><iframe title=\"Client Testimonial: Jennifer Soares, Kaplansky Insurance\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/G_qOT7v2PgA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<blockquote><p><span data-contrast=\"auto\">\u201cOur purpose of ReSource Pro was to take all the backend items off of their plate, free their time up in order for them to do more account rounding and more of the sales side versus paperwork.\u201d<\/span><span data-ccp-props=\"{&quot;335559685&quot;:720}\">\u00a0<\/span><\/p><\/blockquote>\n<p><span data-contrast=\"auto\">This operational lift has enabled Kaplansky\u2019s teams to focus on <\/span>cross-sells, upsells, and referrals<span data-contrast=\"auto\">, fueling growth across 16 locations without adding headcount.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">ReSource Pro Provides Proven results across leading agencies and carriers<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">From <\/span><b><span data-contrast=\"auto\">major system transitions<\/span><\/b><span data-contrast=\"auto\"> to <\/span><b><span data-contrast=\"auto\">multi-location growth strategies<\/span><\/b><span data-contrast=\"auto\">, these success stories highlight the tangible impact of operational support done right. By partnering with ReSource Pro, insurance organizations are:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Streamlining complex workflows<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Freeing teams for higher-value, client-focused work<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Scaling growth without unnecessary overhead<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Together, these client outcomes reflect a broader trend: operational transformation translates into higher productivity, stronger profitability, and better client experiences.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/summit.resourcepro.com\/2026\/?utm_source=corporate-website&amp;utm_medium=blog&amp;utm_campaign=2025-testimonials-summit24&amp;utm_term=general&amp;utm_content=join-us\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Join us at Summit 2026<\/span><\/a><span data-contrast=\"auto\"> to learn how you can turn your operational complexity into strategic clarity.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In today\u2019s competitive insurance market, operational efficiency and client experience are essential to growth. Forward-thinking organizations are embracing strategic partnerships to optimize processes, empower their teams, and deliver more value to clients.\u00a0<\/p>\n","protected":false},"author":64,"featured_media":22680,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[237,246,236],"news-category":[],"insurance-segment":[27,28,62,29],"services":[352,32,33,30,31],"type-of-content":[38],"resource-type":[67],"class_list":["post-22679","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-digital-transformation","tag-insurance-operations","tag-operational-efficiency","insurance-segment-carrier","insurance-segment-mga-wholesale","insurance-segment-other","insurance-segment-retail","services-business-services","services-people","services-process","services-strategy","services-technology","type-of-content-blogs","resource-type-blog"],"acf":[],"publishpress_future_action":{"enabled":false,"date":"2026-04-19 12:56:32","action":"change-status","newStatus":"draft","terms":[],"taxonomy":"category","extraData":[]},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts\/22679","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/users\/64"}],"replies":[{"embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/comments?post=22679"}],"version-history":[{"count":7,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts\/22679\/revisions"}],"predecessor-version":[{"id":22723,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts\/22679\/revisions\/22723"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/media\/22680"}],"wp:attachment":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/media?parent=22679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/categories?post=22679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/tags?post=22679"},{"taxonomy":"news-category","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/news-category?post=22679"},{"taxonomy":"insurance-segment","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/insurance-segment?post=22679"},{"taxonomy":"services","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/services?post=22679"},{"taxonomy":"type-of-content","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/type-of-content?post=22679"},{"taxonomy":"resource-type","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/resource-type?post=22679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}