THE IN-HOUSE ALTERNATIVE
The outcome you outsource, done by your own team.
Outsourcers like ReSource Pro deliver policy checking, certificates and processing as a service, now with AI tiers. SoterAI gives the same work to your own account managers as workflows: the endorsement email, the certificate, the policy check, the weekly report, drafted in minutes, cited to the policy page, in your template, and reviewed before it leaves. Keep the outsourcer for what you choose; bring back the rest one task at a time.
ReSource Pro
- Policy checking in three AI tiers
- Certificates and processing
- ReSource Pro staff, with AI
- Per transaction or per FTE
SoterAI, in-house
- Your account managers run it
- Minutes per draft, cited to the page
- Your template, your reviewer
- Bring tasks back one at a time
Side by side
The facts, next to each other.
Policy checking
- ReSource Pro (Policy Insights, Oct 2025)
- Three tiers: AutoCheck self-serve AI, ExpressCheck AI plus targeted human, AdvanceCheck AI plus expert review; stated 67% faster turnaround and 22% fewer errors
- SoterAI
- Policy Checking workflow, page-cited, your reviewer
Who does the work
- ReSource Pro (Policy Insights, Oct 2025)
- ReSource Pro staff, with AI
- SoterAI
- Your team, with AI; managed-service option available
Turnaround
- ReSource Pro (Policy Insights, Oct 2025)
- Per service level
- SoterAI
- Minutes per draft, plus your review time
Scope
- ReSource Pro (Policy Insights, Oct 2025)
- Policy checking, certificates, processing, accounting and other back-office services
- SoterAI
- The same servicing tasks plus risk control, claims advocacy, loss runs, benefits, producer research
Custom workflows
- ReSource Pro (Policy Insights, Oct 2025)
- No; defined services
- SoterAI
- Yes; your team builds its own
Brand templates, Records, scheduled runs, Outlook
- ReSource Pro (Policy Insights, Oct 2025)
- Service deliverables
- SoterAI
- Yes
Pricing
- ReSource Pro (Policy Insights, Oct 2025)
- Per transaction or per FTE, by contract
- SoterAI
- Per organization; per-transaction managed service available
Where each is the better choice
Pick the one that fits the job.
Where ReSource Pro is the better choice
Volume processing you do not want your team to touch at all, work that must carry a service-level guarantee from a third party, and agencies without the people to review AI drafts. A tiered human-plus-AI service is a sound offer for that.
Where SoterAI is the better choice
Work your team wants to own: anything client-facing, anything in your template, anything that needs the context of the account (the risk-control report, the claim, the renewal), and anything you want to automate on a schedule or build yourself. And cost, once the work runs in minutes inside the team.
More detail
- The managed-service option
- For agencies that want the outcome delivered rather than the tool, ask us about managed service.
What customers do today
What teams run on it.
A regional agency rebuilt its outsourced servicing work as 21 SoterAI workflows run by its own account managers: endorsement emails, additional-insured and COI lists, dec-page extraction, invoicing, premium allocation and a weekly claims report; one workflow is named after the offshore team's process it replaced.
Built by a customer
Frequently asked questions.
Sources
- ReSource Pro Policy Insights announcement, Oct 2025 (businesswire.com)
Based on public information as of October 2026.
Product names are the property of their respective owners; SoterAI is not affiliated with or endorsed by them unless stated. This page is provided for independent comparison purposes.
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Outsourcing servicing today?
Tell us which tasks and the monthly volume, and we'll show you the three to bring back first.
Talk to our team
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