ReSource Pro review for insurance agencies: pricing, tasks and licensing
ReSource Pro runs insurance operations for agencies as a managed team rather than placing one assistant. Its staff work from the United States, China, India and Serbia.
It fits larger agencies that want to hand off whole workflows and see audit reports. Pricing comes after a discovery call.
- Best for
- Larger agencies that want a managed operations partner with audit reports
- Price
- Quote only
- Where they work
- United States, China, India and Serbia
- Dedicated or shared
- Managed team
Our take
ReSource Pro covers a wide set of back-office jobs, from certificates to commission reconciliation. It also manages carrier logins and gives clients audit reports through a portal.
The work goes to a managed team rather than one person. No prices, terms or license details are published.
Pros
- Wide range of agency work
- ISO 27001 plus SOC 1 Type II and SOC 2 Type I reports
- Managed carrier logins with audit trails
- Round-the-clock operations
- Download setup for Applied Epic, AMS360 and Sagitta
Cons
- No published rates
- No dedicated assistant option, so you don't choose who does the work
- Its SOC report for data controls is Type I, which checks one point in time
- No license details for processing staff
- No published term or notice
Pricing and setup fees
- How it's priced
- Quote only, after a discovery call
What they can do
- Typical tasks
- Certificates, policy checking, endorsements, renewals, quote comparisons, proposals, submissions, loss runs, billing, agency-bill and direct-bill reconciliation, commissions, compliance and benefits administration.
Who the assistants are
- Where they work
- Operations in the United States, China, India and Serbia. The country for your work is set in the engagement.
- Hours and time zone
- Round-the-clock operations across its centers
- Insurance experience
- Insurance only, with trained staff for personal lines, commercial lines and employee benefits
- Dedicated or shared
- A managed operations team. No dedicated assistant seat is sold publicly.
Agency systems and carrier portals
- AMS and CRM experience
- Applied Epic, AMS360 and Sagitta for downloads and IVANS, plus Employee Navigator for benefits
- Carrier work
- A carrier access service manages carrier logins, passwords, permissions and audit trails.
Client data security
Security
ReSource Pro's security page lists ISO 27001:2022, SOC 1 Type II and SOC 2 Type I, with encryption and role-based access. Clients get audit reports through a client portal.
Supervision and backup
- Who supervises
- Delivery leaders supervise the work, and a Policy Insights tool tracks policy processing and account manager output.
ReSource Pro alternatives
- PatraQuote onlyDedicated assistants plus licensed account managers, with SOC 2 Type II
- XceedanceQuote onlyA smaller agency processing team in India
- SelectsysQuote onlyWorkflow desks with trained backups and a SOC 2 badge
- FBSPLQuote onlyManaged teams and part-time licensed account managers
See every option in insurance virtual assistants.
Frequently asked questions
How much does ReSource Pro cost?
ReSource Pro quotes after a discovery call.
Can I get one dedicated assistant?
ReSource Pro sells managed teams rather than a named assistant.
Does ReSource Pro have a SOC 2 report?
Its security page lists SOC 2 Type I and SOC 1 Type II, with ISO 27001:2022. Type I checks controls at one point in time.
How we researched this review. We based this review on the terms and product pages published by ReSource Pro, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan ReSource Pro quit selling or a contract term that reads different now, let us know and send the link to the page where ReSource Pro has it. Somebody here pulls up that page and checks it before we change anything on ours.