ReSource Pro | Vertafore

Our partnership

As a Vertafore Orange Partner, ReSource Pro delivers specialized expertise to help agencies maximize their AMS360, Sagitta, and Worksmart/ImageRight investments. We offer managed and professional services from full-scale implementations and migrations to ongoing optimization, training, and technical support. By combining deep Vertafore platform knowledge with 20+ years of insurance operations expertise, we unlock the full value of your technology through expert configuration, workflow integration, and operational support.

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Insurance agencies are managing increasingly complex technology environments while trying to grow their businesses. Our partnership with Vertafore allows us to deliver coordinated solutions, combining Vertafore's proven platforms with ReSource Pro's deep operational expertise and managed services. It's about making technology work harder for agencies so they can focus on serving their clients."

Rob Marinello

Senior Director of Partnerships and Advisory, ReSource Pro

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About ReSource Pro

With 12,000+ insurance professionals supporting 2,000+ agencies, carriers, MGAs, and wholesalers globally, ReSource Pro has established itself as the insurance industry's trusted operational and technical execution partner. What sets us apart is our exclusive focus: we don't serve other industries, insurance is all we do. This specialization means we understand the nuanced workflows, regulatory requirements, and operational complexities that define success in insurance. Through business services and technology services, we bridge strategy and execution, handling critical operational workflows while implementing and optimizing the platforms that drive modern insurance operations.

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Technology Services

Great platforms need expert execution. ReSource Pro's technology services offers a breadth of solutions across five pillars: tech consulting, applications and platforms, data services, managed services and AI/intelligent automation to help agencies modernize their technology infrastructure. As part of our acquisition of Helix Agency Services, we also offer specialized Vertafore implementation, seamlessly integrating with your team to provide AMS migrations, platform optimization, user training, and ongoing technical support tailored to your specific needs.

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Business Services

Running an agency means balancing growth with operational demands. ReSource Pro's business services handle time-intensive workflows: new business, policy servicing, compliance, accounting, and revenue management—with precision and speed, so your producers can focus on clients and closing deals. The result: reduced E&O risk, faster turnaround, and more capacity for growth.

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