ON THE EXPRESS TRAIN
INNOVATING TODAY
WHAT’S YOUR POLICY?
FOR YOUR BENEFIT
GIVE ME SOME ADVICE
100
This state-of-the-art solution competes with this existing type of service center.
What are Carrier Service Centers?
100
Three focus areas within Innovation Lab.
What is digital, productivity and analytics?
100
Policy Insights provides visibility into an agency’s exposure to this type of risk.
What is Error & Omissions?
100
A specialized BPM solution offered through a center of excellence.
What is Employee Benefits solution?
100
This approach captures, streamlines and standardizes core processes to reduce costs and improve quality.
What is Lean Process Mapping?
200
This list contains the average account size and size of book, which is used to develop a tiered pricing schedule.
What is an expiration list?
200
Solution that integrates artificial intelligence, robotics and animation to improve operations.
What are Digital solutions?
200
Main market for policy insights.
What are Retail Brokers/Wholesale Brokers?
200
60-80% of groups renew in this season, also known as the 4th quarter.
What is peak renewal season?
200
Provides broad view of an agency’s operations to analyze strategic alignment of process, infrastructure and talent management.
What is an Operations Diagnostic?
300
Unlike Carrier Service Centers, Express IX shops for the best deal and coverage for this group.
Who are insureds? 
300
ReSource Pro’s Innovation lab performs this function in concert with our client’s operations.
What is R&D?
300
Name three key benefits of adopting Policy Insights.
What is: (Any Three) 1 – Reduction of rework costs, 2 – Visibility into E&O risk, 3- Visibility into carrier partner performance, 4 – Reduction of E&O exposure, 5 – Increased flexibility to seasonality / business fluctuations, 6 – Faster delivery of high quality policy to insureds (better experience)
300
Employee Benefit type of business and industry segment.
What is Employee Benefits division of Retail Brokers?
300
A common event that - unless intentionally managed - often drives operational inefficiency and loss of profits.
What is a Merger and Acquisition?
400
Types of books of business managed from A to Z through Express IX.
What are commercial and personal lines?
400
Designed per project and based on scope.
What is pricing?
400
Policy Insights enables better communication and a deeper relationships with these partners.
What are Carriers?
400
Type of compliance Employee Benefits offers.
What is regulatory compliance?
400
Type of Change Management methodology most commonly used through our Operations Advisory Services.
What is Prosci?
500
Team responsible for writing, renewing and servicing accounts on behalf of clients
Who are licensed account managers?
500
Our target size of client for participating in the Innovation Lab.
What is All?
500
Most significant cost advantage agency’s gain from using the insights derived from Policy Insights.
What is reduction in re-work and errors?
500
Three of five common Employee Benefits tasks.
What is: 1 - Entering and renewing plans 2 - Spread-sheeting 3 - Benefits administration 4 - Document review 5 - Census information preparation
500
Type of methodology that improves operations by focusing on creating value for clients and reducing waste.
What is Lean Management?
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