ReSource Pro

ReSource Pro
TypePrivate
IndustryInsurance
Founded2003; 23 years ago (2003)
FounderMatthew Bruno
HeadquartersNew York City,
U.S.
Key people
Dan Epstein Tagger (CEO)
Number of employees
13,000+ (2026) (2024 [1])
Websitewww.resourcepro.com

ReSource Pro is a business process outsourcing and technology services company headquartered in New York City. It operates in the United States, Serbia, India, Philippines and China, providing administrative and analytical support to firms in the insurance sector.

In 2011, it was the focus of a case study published by Harvard Business School, which examined its offshoring strategy and organizational development. ReSource Pro has appeared on the Inc. 5000 ranking of privately held U.S. companies sixteen times and has expanded its operations through acquisitions and partnerships related to insurance technology and compliance.

History

ReSource Pro was founded in 2003 by Matthew Bruno to provide business process outsourcing services to the insurance industry.[2] The company established its initial operations in Qingdao, China, with a focus on delivering back-office support to U.S.-based insurance organizations.[3] In 2006, Dan Epstein Tagger took on the role of Chief Executive Officer of ReSource Pro.[4][5]

In the years following its founding, ReSource Pro expanded its delivery operations to include centers in India and the Philippines, while maintaining offices in various locations in the United States.[6] The company broadened its service offerings to include analytics, compliance support, and technology-enabled operations.[7][8]

In 2011, Harvard Business School published a case study analyzing ReSource Pro's business model and cross-border operations, focusing on the integration of offshore teams within the U.S. insurance market.[9]

ReSource Pro received investment from DFW Capital Partners in 2018, which supported the company's expansion through acquisitions. In 2021, the firm was acquired by Kelso & Company, a private equity firm.[10] Between 2020 and 2025, ReSource Pro completed several acquisitions, including The Nolan Company, TowerIQ, Strategy Meets Action, Helix Agency Services, Lowry & Associates, and Propellint.[11][12][13][14]

In April of 2026, ReSource Pro announced its AI Orchestration and Data Management Suite [15] further broadening its service offerings to include AI-supported insurance operations, management of client data, and implementation of traceable, governed AI workflows. In June 2026, ReSource Pro co-announced the acquisition of the core team, intellectual property, and technology of Flow Specialty alongside the establishment of the company's dedicated unit for developing and delivering managed agentic services to clients. [16]

Acquisitions

In 2020, it acquired Oceanus Partners and Strategy Meets Action, consulting firms specializing in insurance distribution strategies.[11][17]

In 2021, it acquired The Nolan Company, a management consulting firm focused on insurance and healthcare.[11]

In 2022, it acquired MIS, a managed technology services provider for carriers and MGAs, and TowerIQ, a technology platform that provides digital solutions for commercial insurance workflows.[12][18]

In 2024 and 2025, ReSource Pro acquired Helix Agency Services, Lowry & Associates, and Propellint, further expanding its offerings in licensing, surplus lines compliance, and technology services.[13][12][14]

In November 2025, ReSource Pro acquired Supportive Insurance Services (SIS), a firm based in Indiana that provides insurance licensing and renewal services.[19] The acquisition expanded ReSource Pro's compliance and regulatory offerings in the insurance sector by integrating SIS's licensing and renewal expertise into its service portfolio.[20]

In June 2026, ReSource Pro acquired the core team, intellectual property, and technology of Flow Specialty, an AI-focused wholesale insurance brokerage. [21]

Recognition and awards

  • ReSource Pro has appeared on the Inc. 5000 list of fastest-growing private U.S. companies 16 times, including in 2025.[22][23]
  • In 2024, ReSource Pro was named an Inc. Power Partner [24] and in was named an Inc. Regionals Northeast winner in 2021 and 2024.
  • In 2025, ReSource Pro won the CSO Awards for Cybersecurity Leadership.[25] In 2026, ReSource Pro won the CSO Award for Cybersecurity Awareness and Training. [26]
  • In 2019, ReSource Pro won 3 Stevie Awards for Customer Service based on the company's response efforts in the wake of Hurricane Harvey. In 2021, ReSource Pro won a Stevie Award for Back Office Customer Service Department of the Year. [27][28][29]

References

  1. ^ "About ReSource Pro". usnews.com. Retrieved 2025-09-30.
  2. ^ "Harvard Business Impact Education". hbsp.harvard.edu. Retrieved 2025-09-27.
  3. ^ "The night shift—ReSource Pro helps MGAs add hours to their day 04/06". roughnotes.com. Retrieved 2025-09-27.
  4. ^ "Handwritten Ad to Inc. 5000: ReSource Pro CEO Talks Growth, Change". Carrier Management. Retrieved 2025-09-27.
  5. ^ "The New York Family Office Conference". The New York Family Office Conference. Retrieved 2025-09-27.
  6. ^ "Dan Epstein, CEO, ReSource Pro". www.insurancebusinessmag.com. Retrieved 2025-09-27.
  7. ^ "优创数据首席执行官和创始人共同入围"安永年度企业家奖"". www.sohu.com. Retrieved 2025-09-27.
  8. ^ "ReSource Pro named top 10 offshore service provider in China". shandong.chinadaily.com.cn. Retrieved 2025-09-30.
  9. ^ "ReSource Pro - Case - Faculty & Research - Harvard Business School". www.hbs.edu. Retrieved 2025-09-27.
  10. ^ "DFW Capital Partners has sold ReSource Pro to Kelso & Company". Lincoln International. Retrieved 2025-09-27.
  11. ^ a b c "ReSource Pro Acquires 2 Insurance Consulting Firms: Strategy Meets Action, Nolan". Insurance Journal. 2021-01-12. Retrieved 2025-09-27.
  12. ^ a b c "优创数据荣膺ISG保险科技领导者 生态协同与智能技术驱动产业升级_中华网". m.tech.china.com. Retrieved 2025-09-27.
  13. ^ a b Ben-Hutta, Gabriella (2025-07-01). "ReSource Pro acquires Propellint". Coverager - Insurance news and insights. Retrieved 2025-09-27.
  14. ^ a b "优创数据收购Helix，打造未来业绩增长新引擎". www.sohu.com. Retrieved 2025-10-01.
  15. ^ House, AIM Media. "AIM Media House - AI, Technology & Business Insights". AIM Media House. Retrieved 2026-07-30.
  16. ^ "ReSource Pro Acquires Flow Specialty's AI Technology, Appoints Sivan Iram to Lead AI Factory". TechIntelPro. Retrieved 2026-07-30.
  17. ^ "ReSource Pro acquires Florida-based Oceanus Partners". www.insurancebusinessmag.com. Retrieved 2025-10-01.
  18. ^ Willard, Jack (2022-10-20). "ReSource Pro acquires software solutions firm, MIS Insurance Services - Reinsurance News". ReinsuranceNe.ws. Retrieved 2025-10-01.
  19. ^ admin (2025-11-03). "ReSource Pro Acquires Indiana-Based Supportive Insurance Services". Insurance Journal. Retrieved 2026-01-15.
  20. ^ Nandan, Navneeta (November 4, 2025). "ReSource Pro acquires licensing firm Supportive Insurance Services". The Insurer. Retrieved January 15, 2026.
  21. ^ Ben-Hutta, Gabriella (2026-06-24). "ReSource Pro completes acquisition of Flow Specialty's AI technology and team". Coverager - Insurance news and insights. Retrieved 2026-07-30.
  22. ^ "ReSource Pro Inc.'s 2024 Power Partners are 359 companies providing a best-in-class product or service". Inc.com. Archived from the original on 2025-07-24. Retrieved 2025-09-27.
  23. ^ "2023 Inc. 5000榜单出炉，优创数据再次上榜！". www.sohu.com. Retrieved 2025-09-27.
  24. ^ Salves, Victoria (2025-11-05). "Meet the 2025 Best Power Partners in the United States". Inc. Archived from the original on 2025-11-06. Retrieved 2026-07-30.
  25. ^ "CSO Awards 2025 showcase world-class security strategies". CSO Online. Retrieved 2025-09-27.
  26. ^ "CSO Awards showcase world class security strategies". csoonline. Retrieved 2026-07-30.
  27. ^ "ReSource Pro wins three customer service awards". Insurance Business. 2019-04-23. Retrieved 2026-07-30.
  28. ^ "ReSource Pro - Customer Service Department of the Year". Stevie Awards. 2019-04-09. Retrieved 2026-07-30.
  29. ^ "ReSourcePro - Back-Office Customer Service Team of the Year". Stevie Awards. 2021-05-13. Retrieved 2026-07-30.

Content Disclaimer

Informasi ini disarikan dari Wikipedia dan disajikan kembali untuk tujuan edukasi. Konten tersedia di bawah lisensi CC BY-SA 3.0. Kami tidak bertanggung jawab atas ketidakakuratan data yang bersumber dari kontribusi publik tersebut.

  1. The information displayed on this website is sourced in part or in whole from Wikipedia and has been adapted for the purpose of restating it. We strive to provide accurate and relevant information, however:
  2. There is no guarantee of absolute accuracy. Wikipedia is an open, collaborative project that can be edited by anyone, so information is subject to change.
  3. It is not intended to constitute professional advice. The content displayed is for informational and educational purposes only. For important decisions (e.g., medical, legal, or financial), please consult a professional.
  4. Content copyright. Wikipedia is licensed under the Creative Commons Attribution-ShareAlike License (CC BY-SA). This means that content may be reused with appropriate attribution and shared under a similar license.
  5. Responsible use. Any risk arising from the use of information from this website is entirely the responsibility of the user.