ReSource Pro Launches AI-Focused Research Series for Insurance Agencies
Event summary
- ReSource Pro released a four-part research series, Agency Tech Blueprint, on June 9, 2026, to guide insurance agencies through AI-driven tech transformations.
- The series introduces a three-level technology maturity model categorizing solutions by adoption, impact, and sophistication.
- ReSource Pro serves over 3,200 carriers, brokers, wholesalers, and MGAs with a 96%+ client retention rate.
- The research emphasizes AI's effectiveness when built on strong data foundations and standardized workflows.
The big picture
The release of the Agency Tech Blueprint underscores the growing need for insurance agencies to modernize their tech stacks amid rapid AI advancements. ReSource Pro's research highlights the strategic importance of building a robust data foundation before integrating advanced AI solutions, reflecting broader industry trends toward automation and operational efficiency. With over 3,200 clients, ReSource Pro is positioning itself as a key advisor in the insurance sector's digital transformation.
What we're watching
- AI Integration
- How insurance agencies will balance AI adoption with foundational system upgrades to maximize efficiency gains.
- Operational Shifts
- The pace at which agencies transition from optimizing workflows to implementing transformational AI capabilities.
- Market Differentiation
- Whether ReSource Pro's research will give its clients a competitive edge in navigating the crowded insurance tech landscape.
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