CORPORATE OVERVIEW

Driving Profitable Growth

Get strategic about

operationsFocus on what’s important to our clients

Utilize the power of Big Data

More time to service our clients

Deliver peace of mind

Be proactive

Threat of direct writers

Be insurance professionals, not processors

Align our systems

Boost profitable growth

More Disruption.Greater Opportunity.Staying ahead of the curve. That’s how industry players become industry leaders. In times of change, that’s not always easy to do. And the rules of business are changing – even in the insurance industry. Disruptive technology, changes to our distribution models, new industry players, and market demands are all pushing the industry in different directions. Whether you’re embracing change, feeling pressured by it, or both – it’s happening now, and those who capitalize on these shifts will be the leaders of today and tomorrow.

How you operate your business is going to be a determining factor in how well you fare in our rapidly evolving future. That future is filled with mobile apps, telematics, Big Data, embedded devices, changing competitors and so much more. And while these elements will initially impact our businesses slowly, the pace will only increase over time. The time to prepare is now. It’s time to think bigger.

Bob Hanna, CIC, AFIS, President, Concorde General Agency

I DIRECTLY ATTRIBUTE OUR TRANSFORMATIONAL GROWTH AND SUCCESS TO OUR PARTNERSHIP WITH RESOURCE PRO. WE VALUE THE UNIQUE COMPLEMENT OF RESOURCES THEY PROVIDE EACH AND EVERY DAY.

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ReSource Pro’s Productivity Platform

Operations directly and indirectly influences just about everything we do in business: winning clients; servicing them from submission to renewal; and finding the tools, technology and time to innovate. Put simply, operations impacts everything.

ReSource Pro helps organizations align operations to business strategy, so that you are better able to achieve your objectives now and into the future. Our holistic approach addresses the complete operational lifecycle: From optimizing administrative functions with best practices, to providing data-driven insights that allow you to make the best and most profitable decisions. ReSource Pro has the insight, know-how and infrastructure to transform your operations and make them future-ready.

Get Strategic About Operations

The four practice areas that make up our unique productivity platform are designed to work together to maximize the impact on your operations.

Each area contributes to achieving operational excellence while providing you and your teams the capacity and resources to deliver outstanding service and proactively plan and work on your organization’s future.

Creating a Driver of Growth

AnalyticsANALYTICS Gaining a competitive edge with insights that allow you to maximize the potential of your business.

Talent DevelopmentPEOPLE Providing programs that develop and empower your people to do more for your organization and themselves.

Business Process ManagementPROCESS Optimizing and delegating processes and workflows to improve your customer service, as you free up your people to focus on higher-value work.

Operations AdvisorySTRATEGY Aligning your business objectives to your operations, making them easier to attain and with greater profitability.

WE’LL HELP YOU ALIGN OPERATIONS TO YOUR BUSINESS’S GOALS AND OBJECTIVES, ENABLING YOU TO REALIZE THEM WITH MORE EFFICIENCY AND GREATER PROFITABILITY.

Operations Diagnostic – through interviews, process observations, and review of your operational data, we provide a benchmarked diagnostic of your operations.

Lean Process Improvement – based on the diagnostic results, we collaborate with you to identify areas where streamlining workflows and eliminating waste can deliver powerful efficiencies and ROI.

Custom Solutions – we work collaboratively with your teams to help design and implement the operation improvement recommendations to ensure results are achieved.

Get Strategic

Operations Advisory STRATEGY

57% Reduction in policy checking turnaround time

Improved turnaround time for New Business

Results With ImpactThe improvements below illustrate the results we’ve delivered during specific client engagements.

70%

2,000+graduates from ReSource Pro University specializing in Insurance Operations

BUSINESS PROCESS MANAGEMENT SOLUTION MODULES ARE CUSTOMIZED TO MEET THE SPECIFIC NEEDS OF INSURANCE ORGANIZATIONS, PROVIDING A COMPREHENSIVE SOLUTION ACROSS YOUR SERVICE LIFECYCLE.

Submission-to-Issue – increasing submission performance with efficient qualification and rating, proactive quote management, applying consistency and standardization to the binding process, and ensuring all details are covered.

Policy Servicing – allowing your staff to focus on higher-value work.

Claims Handling – proactively handling claims, resulting in improved outcomes for your clients.

Renewals – increasing retention with more efficient processes, focused attention, and consistent service delivery.

Accounting – increasing consistency and timeliness, allowing your staff to focus on financial analysis rather than bookkeeping.

Quality Assurance – reducing E&O risk and regulatory issues through standardized, timely processes.

Get Optimized

Business Process Management PROCESS

Get PerformanceRESOURCE PRO HAS CREATED LEARNING OPPORTUNITIES FOCUSED ON THE NEEDS OF INSURANCE ORGANIZATIONS AND PROFESSIONALS — THEY ARE MOST INTERESTED IN HELPING ME AND MY BUSINESS BECOME MORE EFFICIENT AND PROFITABLE.

Sean K. Gormley, Vice President, Operations, Early, Cassidy & Schilling, Inc.

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UNLOCK YOUR EMPLOYEES’ FULL POTENTIAL THROUGH PROGRAMS THAT PROVIDE THE LEADERSHIP, MANAGEMENT AND PRODUCTIVITY SKILLS THAT ARE THE BUILDING BLOCKS OF HIGH PERFORMANCE.

Improving Front Line Employee Performance – transform your staffinto insurance professionals through a variety of skill-building programs, such as: Insurance Fundamentals, Effective Business Conversations, Presentation Skills and more.

Building Higher-Performing Teams – from recruiting and onboarding talent to your organization; to improved communication and collaboration within and across existing teams; to managing changeand re-allocating talent to new roles, we provide programs that cover the lifecycle of your organization.

Increasing Leadership Capabilities – being an effective leader means recognizing your natural strengths, and complementing that talent with learned skills. We help your leaders build capability through combinations of workshops, tools, and work processes in areas such as: Problem Solving Processes, Performance Management, Delegation, Coaching, Talent Planning and more.

Talent Development PEOPLE

Get Insight CUSTOMIZED SOLUTION TRACKS

ReSource Pro offers specific solution tracks based on the operational goals and priorities of your teams. We’ll customize these solution tracks to meet your unique organizational needs, including:

• INCREASE PRODUCTION CAPACITY

• IMPROVE CLIENT RETENTION

• ACHIEVE SERVICE EXCELLENCE

• INTEGRATE ACQUISITIONS

• AGENCY MANAGEMENT SYSTEM TRANSITIONS

• SPECIAL PROJECTS

WE MAKE SENSE OUT OF YOUR DATA AND PROVIDE INSIGHT ABOUT HOW YOU CAN USE THIS DATA TO IMPROVE PERFORMANCE AND OUTCOMES.

Executive Insights – tailors an executive dashboard that makes senseof your operations, to illuminate your current position and your next steps forward.

Policy Insights – tracks, monitors, analyzes and triages submission to bind flow for Carriers and MGAs, enhancing production and underwriting capability.

Carrier Insights – allows you to understand, track, and manage your carrier contracts to promote maximum alignment and results.and underwriting quality drops straight to the bottom line.

6%45%of PROFIT

comes from incentive revenues, according to IIABA’s 2015 Best Practice Study for $25MM+ agencies

45%

And 5% more productive: companies that use data-driven decision making*

More Profitable

Analytics ANALYTICS

*Harvard Business Review: https://hbr.org/ 2012/10/big-data-the-management- revolution/ar

Our business is about improving your operational foundations, your employee engagement and contribution, and your business outcomes.

Here’s what you can count on from ReSource Pro:

IMPROVED PRODUCTIVITY AND PERFORMANCEOur business practice areas are designed to improve every aspect of your operations.

ENABLING YOUR PROFITABLE GROWTHBy freeing up capacity within your organization so that your people can sell more, service clients better, and have the mind-space to innovate, address business challenges and create stronger relationships.

ELEVATING YOUR EMPLOYEESWith increased bandwidth your employees will be able to anticipate customer needs, build customer intimacy, and be assured that routine functions are delivered accurately, consistently and efficiently.

ALIGNING YOUR OPERATIONS AND GOALSMaking what is often implicit into an explicit guide for your employees so they can align on what activities deliver greatest value and are priorities for the business.

GETTING YOU FUTURE READYEnhancing your competitive edge through our understanding of innovation and foresight planning — we bring access to effective disciplines for envisioning change and capturing opportunity.

Dan EpsteinCEO, ReSource Pro

I’M EXCITED BY THE POSSIBILITIES OF PARTNERING WITH OUR CLIENTS TO CREATE OPPORTUNITIES FOR GROWTH, INNOVATION AND PROFITABILITY THAT OUTPERFORM THEIR EXPECTATIONS.

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We Measure Our Success by Yours

Our industry is entering a time of great change. Technology companies are posing as insurance agents. Carriers are going direct. Distribution models are changing. Cars are becoming more autonomous, and the technologies that populate our homes and businesses are transforming risks and the way we work. All of these things and many more are going to impact the services we deliver and how we sell them. You need the capacity to think about how your business will evolve in the face of change. And you’ll need nimble operations to make those changes.

As more than just a solution provider, our goal is to partner with you to build the operational excellence that is the foundation of sustainable success. We strive to fulfill the idea that all ReSource Pro clients are industry leaders across a range of disciplines: service delivery, analytics, profitable growth and future readiness.

It’s time to ReThink Operations.

Focusing on Your Future

CORPORATE HEADQUARTERS

ReSource Pro, LLC 1180 Avenue of the Americas 16th Floor New York, NY 10036

Phone: 1.888.577.7552

ABOUT RESOURCE PRO:

ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations. Approximately 3,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.

www.resourcepro.com

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