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Draft:ReSource Pro

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  • Comment: As a company, the draft must have sources that fall under WP:ORGCRIT to show notability. Most of them here are routine announcements. The only possible source that "may" be used is the Harvard case study but the link is broken so I was unable to review. CNMall41 (talk) 02:17, 26 July 2025 (UTC)
  • Comment: Evidence of LLM-usage, as three sources contain ChatGPT source snippets. Please carefully read WP:LLM. qcne (talk) 21:02, 25 July 2025 (UTC)
  • Comment: In accordance with the Wikimedia Foundation's Terms of Use, I disclose that I have been paid by my employer for my contributions to this article. Davidcatkap (talk) 01:28, 10 July 2025 (UTC)


ReSource Pro is a private American company that provides business process outsourcing (BPO) services to the insurance industry. Founded in 2003 and headquartered in New York City,[1] the company serves insurance carriers, managing general agents, and other insurance organizations primarily in North America and Europe.[2]

History

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ReSource Pro was founded in 2003 by Matthew Bruno. Its CEO is Dan Epstein.

The company initially focused on back-office operations for insurance firms, opening its first international office in China.[3] As of 2025, ReSource Pro operates in locations worldwide, including Belgrad, China, and India.[4]

The company has undergone ownership changes, with DFW Capital Partners acquiring it in 2018, followed by Kelso & Company[5] becoming the primary investment partner in 2021.[6]

Since 2019, the company has expanded yearly through acquisitions that include consulting firms and technology providers in the insurance sector. These include:

  • Oceanus Partners (2019)[7]
  • Strategy Meets Action and Nolan Company(2020)[8]
  • Insurance Licensing Services of America (2021)[9]
  • MIS Insurance Services[10] and Tower (2022)[11]
  • Helix (2023)[12]
  • Lowry & Associates, Inc. (2024)[13]
  • Propellint (2025)[14]

Operations

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ReSource Pro provides outsourcing services across four main areas: operations optimization, technology services, staffing solutions, and consulting. The company operates offices across North America, Europe, and Asia, with operations in the United States, China, and India.

Partnerships

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ReSource Pro partners with companies across the insurance ecosystem, including Vertafore,[15] NetVU,[16] Applied Client Network,[17] The Council of Insurance Agents and Brokers,[18] Intersure,[19] INSTANDA,[20] and Ascend.[21]

Recognition and awards

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Academic recognition

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In December 2011, Harvard Business School published a case study on ReSource Pro[22] examining the company's approach to talent management, corporate entrepreneurship, and cross-border service delivery as a BPO provider within the insurance industry.

Awards

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ReSource Pro has appeared numerous times[23] on Inc. Magazine's Inc. 5000 list of fastest-growing companies[24] and has received multiple Globee Awards. In 2020 the company was recognized six times for leadership in customer service and employee management during the COVID-19 pandemic, with one Gold, three Silver and two Bronze Globees.[25]

In 2024 the company won a silver and a gold Globee for technology.[26]

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See Also

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References

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  1. ^ "Inc Newsletters Power Partner Awards". Inc.com. Retrieved 23 July 2025.
  2. ^ "ReSource Pro Profile". Pitchbook. Retrieved 23 July 2025.
  3. ^ "Beating the back-office blues". The Rough Notes Company. Retrieved 23 July 2025.
  4. ^ "ReSource Pro Profile". Craft. Retrieved 23 July 2025.
  5. ^ "capital-partners-has-sold-resource-pro-to-kelso-company". Lincoln International. Retrieved 23 July 2025.
  6. ^ "Kelso Fund X Announces Investment in ResourcePro". Kelso Fund X. Kelso Fund. Retrieved 23 July 2025.
  7. ^ "ReSource Pro acquires Florida-based Oceanus Partners". Insurance Business. Insurance Business Information, US, Inc. Retrieved 23 July 2025.
  8. ^ "ReSource Pro Acquires 2 Insurance Consulting Firms: Strategy Meets Action, Nolan". Insurance Journal. 12 January 2021. Retrieved 23 July 2025.
  9. ^ "ReSource Pro buys Insurance Licensing Services of America". Electronic Payments International. 2 September 2021. Retrieved 23 July 2025.
  10. ^ "ReSource Pro acquires software solutions firm, MIS Insurance Services". Reinsurance News. 20 October 2022. Retrieved 23 July 2025.
  11. ^ "ReSource Pro Acquires Commercial Lines Technology Platform towerIQ". Insurance Journal. 30 June 2022.
  12. ^ "ReSource Pro snaps up Texas-based firm". Insurance Business. Retrieved 25 July 2025.
  13. ^ "ReSource Pro acquires Lowry & Associates to expand commercial P&C capabilities". Coverager. 4 September 2024. Retrieved 25 July 2025.
  14. ^ "ReSource Pro Acquisitions". Owler. Retrieved 23 July 2025.
  15. ^ "Vertafore Signs Up Seven More to Their Orange Partner Program". Insurance Edge. 15 December 2022. Retrieved 23 July 2025.
  16. ^ "ReSource Pro Begins Partnership with Vertafore's NetVU". Insurance NewsNet. Retrieved 23 July 2025.
  17. ^ "Sponsor Directory". Applied Client Network. Retrieved 23 July 2025.
  18. ^ "CIAB Welcomes 11 New Member Firms, 4 New Sponsor Partners". Council of Insurance Agents and Brokers. Retrieved 23 July 2025.
  19. ^ "Intersure Global Partners". Intersure. 10 August 2023. Retrieved 23 July 2025.
  20. ^ "INSTANDA and ReSource Pro Partner to Deliver Insurance Technology and Operations Solutions". INSTANDA. Retrieved 23 July 2025.
  21. ^ "Resource Pro Partners with Ascend to Launch 'Direct Bill Complete' Offering for Insurance Brokerages". Morningstar. Morningstar, Inc. Retrieved 23 July 2025.
  22. ^ "Harvard Business School HBS Case Collection - ReSource Pro". Harvard Business School. HBS Case Collection. Retrieved 23 July 2025.
  23. ^ "Handwritten Ad to Inc. 5000: ReSource Pro CEO Talks Growth, Change". Carrier Management.
  24. ^ "Inc. 5000 2024: Meet the Fastest-Growing Private Companies in America". Inc. Retrieved 23 July 2025.
  25. ^ "Globee® Business Awards". Globee Awards. 26 May 2023. Retrieved 23 July 2025.
  26. ^ "Globee Awards". Globee Awards. 20 June 2025. Retrieved 23 July 2025.