Driving Profitable Growth CORPORATE OVERVIEW

Driving Profitable Growth CORPORATE OVERVIEW

Deliver peace of mind Be proactive Align our systems Be insurance professionals, not processors Threat of direct writers More time to service our clients Get strategic about operations Boost profitable growth Focus on what s important to our clients Utilize the power of Big Data

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

Get Strategic About Operations 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 datadriven 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. 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

Operations Advisory STRATEGY Aligning your business objectives to your operations, making them easier to attain and with greater profitability. Business Process Management PROCESS Optimizing and delegating processes and workflows to improve your customer service, as you free up your people to focus on higher-value work. Talent Development PEOPLE Providing programs that develop and empower your people to do more for your organization and themselves. Analytics ANALYTICS Gaining a competitive edge with insights that allow you to maximize the potential of your business.

Operations Advisory STRATEGY Get Strategic 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.

Business Process Management PROCESS Get Optimized 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. Results With Impact The improvements below illustrate the results we ve delivered during specific client engagements. 2,000+ graduates from ReSource Pro University specializing in Insurance Operations 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. 70% Improved turnaround time for New Business Quality Assurance reducing E&O risk and regulatory issues through standardized, timely processes. 57% Reduction in policy checking turnaround time

Talent Development PEOPLE Get Performance 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 staff into 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 change and re-allocating talent to new roles, we provide programs that cover the lifecycle of your organization. RESOURCE 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. 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. Sean K. Gormley, Vice President, Operations, Early, Cassidy & Schilling, Inc.

Analytics ANALYTICS Get Insight 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 sense of 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. 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 45% 45% of PROFIT comes from incentive revenues, according to IIABA s 2015 Best Practice Study for $25MM+ agencies 6% More Profitable And 5% more productive: companies that use data-driven decision making* *Harvard Business Review: https://hbr.org/ 2012/10/big-data-the-managementrevolution/ar

We Measure Our Success by Yours I M EXCITED BY THE POSSIBILITIES OF PARTNERING WITH OUR CLIENTS TO CREATE OPPORTUNITIES FOR GROWTH, INNOVATION AND PROFITABILITY THAT OUTPERFORM THEIR EXPECTATIONS. Dan Epstein CEO, ReSource Pro 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 PERFORMANCE Our business practice areas are designed to improve every aspect of your operations. ENABLING YOUR PROFITABLE GROWTH By 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 EMPLOYEES With 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 GOALS Making 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 READY Enhancing your competitive edge through our understanding of innovation and foresight planning we bring access to effective disciplines for envisioning change and capturing opportunity.

Focusing on Your Future 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.

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. CORPORATE HEADQUARTERS ReSource Pro, LLC 1180 Avenue of the Americas 16th Floor New York, NY 10036 Phone: 1.888.577.7552 www.resourcepro.com Contents of this document are copyright 2017 CORP.OB.0417.V4