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. The company established its initial operations in Qingdao, China, with a focus on delivering back-office support to U.S.-based insurance organizations. In 2006, Dan Epstein Tagger took on the role of Chief Executive Officer of ReSource Pro.
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. The company broadened its service offerings to include analytics, compliance support, and technology-enabled operations.
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.
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. Between 2020 and 2025, ReSource Pro completed several acquisitions, including The Nolan Company, TowerIQ, Strategy Meets Action, Helix Agency Services, Lowry & Associates, and Propellint.
In April of 2026, ReSource Pro announced its AI Orchestration and Data Management Suite 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.
Acquisitions In 2020, it acquired Oceanus Partners and Strategy Meets Action, consulting firms specializing in insurance distribution strategies.
In 2021, it acquired The Nolan Company, a management consulting firm focused on insurance and healthcare.
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.
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.
In November 2025, ReSource Pro acquired Supportive Insurance Services (SIS), a firm based in Indiana that provides insurance licensing and renewal services. 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.
In June 2026, ReSource Pro acquired the core team, intellectual property, and technology of Flow Specialty, an AI-focused wholesale insurance brokerage.
Recognition and awards
ReSource Pro has appeared on the Inc. 5000 list of fastest-growing private U.S. companies 16 times, including in 2025. In 2024, ReSource Pro was named an Inc. Power Partner and in was named an Inc. Regionals Northeast winner in 2021 and 2024. In 2025, ReSource Pro won the CSO Awards for Cybersecurity Leadership. In 2026, ReSource Pro won the CSO Award for Cybersecurity Awareness and Training. 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.
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