A major retail benefits broker in the Northeast partnered with ReSource Pro to reduce inefficiencies in its remarketing process. With 80% of renewals being re-quoted but only 5% changing carriers, the agency faced wasted effort and carrier fatigue. ReSource Pro implemented a four-part strategy: pre-renewal planning, account segmentation, focused carrier partnerships, and reduced follow-up time. As a result, the agency cut time spent per renewal by 29%, decreased remarketing by 35%, and increased time for new business development by 25%, improving overall productivity and client value.

Join for free to read