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ReSource Pro

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ReSource Pro
Company typePrivate
IndustryInsurance
Founded2003; 22 years ago (2003)
FounderMatthew Bruno
HeadquartersNew York City,
U.S.
Key people
Dan Epstein (CEO)
Number of employees
3,500+ (2018 [1])
Websitewww.resourcepro.com

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

The company was founded in 2003 by Matthew Bruno. 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]

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.[8]

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.[9] Between 2020 and 2025, ReSource Pro completed several acquisitions, including The Nolan Company, TowerIQ, Strategy Meets Action, Helix Agency Services, Lowry & Associates, and Propellint.[10][11][12][13]

Recognition and awards

  • ReSource Pro has appeared on the Inc. 5000 list of fastest-growing private U.S. companies multiple times, including 16 consecutive years as of 2025.[14][15]
  • In 2011, the company was the subject of a case study published by Harvard Business School, which examined its offshoring model and organizational development.[16]
  • 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.[17][18]
  • In 2025, ReSource Pro won the CSO Awards for Cybersecurity Leadership.[19]

References

  1. ^ "Harvard Business Impact Education". chinadaily.com.cn. Retrieved 2025-09-27.
  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 - Case - Faculty & Research - Harvard Business School". www.hbs.edu. Retrieved 2025-09-27.
  9. ^ "DFW Capital Partners has sold ReSource Pro to Kelso & Company". Lincoln International. Retrieved 2025-09-27.
  10. ^ "ReSource Pro Acquires 2 Insurance Consulting Firms: Strategy Meets Action, Nolan". Insurance Journal. 2021-01-12. Retrieved 2025-09-27.
  11. ^ "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.
  12. ^ "优创数据收购Helix，打造未来业绩增长新引擎". www.sohu.com. Retrieved 2025-09-27.
  13. ^ Ben-Hutta, Gabriella (2025-07-01). "ReSource Pro acquires Propellint". Coverager - Insurance news and insights. Retrieved 2025-09-27.
  14. ^ "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.
  15. ^ "2023 Inc. 5000榜单出炉，优创数据再次上榜！". www.sohu.com. Retrieved 2025-09-27.
  16. ^ "Harvard Business Impact Education". hbsp.harvard.edu. Retrieved 2025-09-27.
  17. ^ Awards, Globee (2023-05-26). "2020 Winners | Sales, Marketing, Service, Operations". Globee® Business Awards. Retrieved 2025-09-27.
  18. ^ "ReSourcePro - Back-Office Customer Service Team of the Year". Stevie Awards. 2021-05-13. Retrieved 2025-09-27.
  19. ^ "CSO Awards 2025 showcase world-class security strategies". CSO Online. Retrieved 2025-09-27.
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