ReSource Pro
ReSource Pro is a private business-process outsourcing and technology-services company focused on the insurance industry.
Last updated August 31, 2026
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Overview
ReSource Pro is a business-process outsourcing, technology-services, and insurance-operations company headquartered in New York City. Founded in 2003 by Matthew Bruno, the company was created to provide administrative support to insurance organizations, initially using delivery operations in Qingdao, China to serve United States-based clients. Its activities have since expanded beyond traditional back-office processing into insurance analytics, compliance administration, managed technology services, consulting, licensing and renewal support, and technology-enabled operating models for insurers, managing general agents, brokers, and related insurance businesses. The company’s operating model combines client-facing activities in the United States with delivery and support capabilities in several international locations, including China, India, the Philippines, and Serbia. This cross-border structure became a defining feature of the business and was examined in a 2011 Harvard Business School case study concerning offshore operations, organizational development, and the integration of geographically distributed teams into the United States insurance market. Dan Epstein Tagger became chief executive officer in 2006 and led the company during a period of international expansion and service diversification. ReSource Pro has grown both organically and through acquisitions. Its acquisition program has added consulting, insurance technology, managed services, compliance, licensing, and distribution capabilities. Acquired or integrated businesses identified in public reference material include Oceanus Partners, Strategy Meets Action, The Nolan Company, MIS, TowerIQ, Helix Agency Services, Lowry & Associates, Propellint, and Supportive Insurance Services. These transactions broadened the company from an outsourcing provider into a broader insurance-services platform serving carriers, brokers, agencies, managing general agents, and other insurance-sector organizations. DFW Capital Partners invested in ReSource Pro in 2018. Kelso & Company acquired the company in 2021. The ownership changes supported continued expansion and the addition of specialist businesses. In 2025, ReSource Pro was reported to have appeared on the Inc. 5000 ranking of rapidly growing privately held United States companies sixteen times. It has also received recognition for customer service, regional growth, partnership performance, and cybersecurity leadership. Its 2019 Stevie Awards included recognition connected with customer-service response efforts following Hurricane Harvey, while later awards recognized back-office customer service and cybersecurity-related programs. By 2026, the company was presenting a broader technology strategy centered on artificial intelligence, data management, governed workflows, and managed agentic services. Its announced AI Orchestration and Data Management Suite was intended to support traceable and controlled use of AI in insurance operations. The company also announced the acquisition of the core team, intellectual property, and technology of Flow Specialty, an AI-focused wholesale insurance brokerage, alongside the creation of a dedicated unit for managed agentic services. These developments indicate an effort to combine human outsourcing, insurance expertise, data governance, and emerging automation technologies within a single operating platform.
History
ReSource Pro was established in 2003 by Matthew Bruno as an outsourcing provider dedicated to the insurance industry. Its first operating base was in Qingdao, China, where it supported United States insurance organizations with administrative and back-office work. The company’s model relied on combining insurance-sector process expertise with geographically distributed delivery operations. Dan Epstein Tagger became chief executive officer in 2006. During the following years, ReSource Pro developed additional delivery capacity in India and the Philippines while maintaining offices and client-facing operations in the United States. Its scope expanded from administrative processing into analytics, compliance, and technology-enabled insurance operations. The company’s cross-border structure and methods for coordinating offshore teams were examined in a Harvard Business School case study published in 2011. ReSource Pro later pursued a combination of organic development and acquisitions. In 2018, DFW Capital Partners invested in the company. Beginning in 2020, acquisitions of Oceanus Partners and Strategy Meets Action added consulting and insurance-distribution expertise. The 2021 acquisition of The Nolan Company added management consulting focused on insurance and healthcare, while the 2022 acquisitions of MIS and TowerIQ strengthened managed technology services and digital commercial-insurance workflows. Kelso & Company acquired ReSource Pro in 2021. Under this ownership, the company continued to expand its insurance-services platform. Subsequent acquisitions included Helix Agency Services, Lowry & Associates, and Propellint, adding capabilities in agency services, licensing, surplus-lines compliance, and insurance technology. In November 2025, ReSource Pro acquired Supportive Insurance Services, an Indiana-based provider of insurance licensing and renewal services. The transaction reinforced the company’s compliance and regulatory offering. The company has received recurring growth and service recognition. It appeared on the Inc. 5000 ranking of privately held United States companies sixteen times, including in 2025. Other cited recognitions include Inc. Power Partner status, Inc. Regionals Northeast listings, Stevie Awards for customer service, and CSO Awards for cybersecurity leadership, awareness, and training. In 2026, ReSource Pro announced a move further into AI-enabled insurance operations through its AI Orchestration and Data Management Suite. The company described the initiative as combining AI workflow implementation with data management and governance. It also announced the acquisition of Flow Specialty’s core team, intellectual property, and technology, together with a dedicated managed-agentic-services unit. These moves reflect the company’s evolution from a focused outsourcing provider into a broader insurance operations, consulting, technology, and automation platform.
- 2026
AI and managed agentic services expansion
[1]The company announced an AI Orchestration and Data Management Suite and a Flow Specialty technology acquisition connected with managed agentic services.
- 2025
Sixteenth Inc. 5000 appearance
[1]ReSource Pro was reported as appearing on the Inc. 5000 list for the sixteenth time.
- 2021
Kelso & Company acquisition
[1]Kelso & Company acquired ReSource Pro.
- 2018
DFW Capital Partners investment
[1]DFW Capital Partners invested in ReSource Pro to support further growth and expansion.
- 2011
Harvard Business School case study
[1]Harvard Business School published a case study examining ReSource Pro’s offshoring strategy and organizational development.
- 2006
Dan Epstein Tagger becomes chief executive
[1]Dan Epstein Tagger assumed the chief executive role as the company developed its international operating model.
- 2003
ReSource Pro is founded
[1]Matthew Bruno founded ReSource Pro to provide business-process outsourcing services to the insurance industry, with initial operations in Qingdao, China.
Products and positioning
A specialized insurance-sector operations and technology partner combining outsourced administration, analytics, compliance, consulting, managed services, and AI-enabled workflow support.
Business-process outsourcing · 2003
Insurance business-process outsourcing
ReSource Pro provides outsourced administrative and operational support to insurance organizations. The service model uses distributed teams to handle recurring processes and help clients extend capacity while retaining insurance-specific process knowledge and oversight.
Insurance services
Insurance analytics and compliance services
The company’s expanded services include analytical support and compliance-related work for insurers, brokers, agencies, and managing general agents. These capabilities complement its administrative outsourcing by addressing regulatory, operational, and decision-support requirements.
Technology services · 2022
Managed technology services
Through its own development and acquisitions, ReSource Pro offers managed technology services for insurance carriers and managing general agents. The offering includes support for digital workflows and technology-enabled operations in commercial insurance.
Insurance compliance · 2025
Licensing and renewal services
Licensing and renewal support helps insurance businesses manage regulatory administration. The acquisition of Supportive Insurance Services expanded ReSource Pro’s ability to provide these services, while other acquisitions added related agency and surplus-lines compliance expertise.
Artificial intelligence and data management · 2026
AI Orchestration and Data Management Suite
Announced in 2026, the suite is intended to support AI-enabled insurance operations, client-data management, and governed workflows with traceability. The offering represents ReSource Pro’s move toward combining outsourcing expertise with controlled implementation of AI technologies.
Brand decisions
2026
Launch of an AI and data-management platformProduct launchBackground
ReSource Pro identified growing demand for controlled, traceable, and operationally integrated use of artificial intelligence in insurance.
Action taken
It announced the AI Orchestration and Data Management Suite.
Aftermath
The announcement broadened the company’s positioning from outsourced operations and technology services toward governed AI implementation.
2026
Flow Specialty technology acquisitionM&ABackground
ReSource Pro sought to develop managed agentic services and add AI-focused wholesale-insurance expertise.
Action taken
It announced the acquisition of Flow Specialty’s core team, intellectual property, and technology and established a dedicated managed-agentic-services unit.
Aftermath
The transaction was intended to support AI-oriented service delivery for insurance clients.
2022
Expansion into managed technology and digital workflowsM&ABackground
The company pursued technology capabilities for carriers and managing general agents.
Action taken
It acquired MIS and TowerIQ.
Aftermath
The acquisitions strengthened managed technology services and digital commercial-insurance workflow capabilities.
2020
Expansion into insurance consultingM&ABackground
ReSource Pro sought to broaden its outsourcing base with specialist knowledge of insurance distribution and strategy.
Action taken
It acquired Oceanus Partners and Strategy Meets Action.
Aftermath
The transactions added consulting and insurance-distribution strategy capabilities.
Recent events
ReSource Pro completes acquisitions of Strategy Meets Action and The Nolan Company[2]
Reported:
ReSource Pro acquired Strategy Meets Action and The Nolan Company; the transactions were completed on Jan. 1, 2021.
Sources2 sources
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