ReSource Pro is a business process outsourcing and technology services company headquartered in New York City, with operations in the United States, China, Serbia, and India. It provides 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 been listed multiple times on the Inc. 5000 ranking of privately held U.S. companies 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 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]
Acquisitions
In 2020, it acquired Oceanus Partners and Strategy Meets Action, consulting firms specializing in insurance distribution strategies.[11][15]
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][16]
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]
Recognition and awards
ReSource Pro has appeared on the Inc. 5000 list of fastest-growing private U.S. companies 16 times, including in 2025.[17][18]
In 2011, the company was the subject of a case study published by Harvard Business School, which examined its offshoring model and organizational development.[19]
ReSource Pro has also received business awards from organizations such as the Globee Awards and the Stevie Awards for categories including client service and operational innovation.[20][21]
In 2025, ReSource Pro won the CSO Awards for Cybersecurity Leadership.[22]
