ReSource Pro
| Company type | Private |
|---|---|
| Industry | Business process outsourcing, Technology services, Insurance services |
| Founded | 2003 |
| Founder | Matthew Bruno |
| Headquarters | New York City , United States |
Area served | United States, Serbia, India, Philippines, China |
Key people | Dan Epstein (CEO since 2006) |
| Products | Administrative and analytical solutions for insurance organizations; consulting; compliance assistance; technology-driven operational solutions |
| Owner | Kelso & Company (since 2021) |
ReSource Pro is a company specializing in business process outsourcing and technology services, with its main office located in New York City. It serves clients across the United States, Serbia, India, Philippines, and China, delivering administrative and analytical solutions tailored to insurance organizations.
In 2011, Harvard Business School produced a case study focusing on ReSource Pro's approach to offshoring and organizational growth. The firm has been listed sixteen times on the Inc. 5000 ranking of the fastest-growing private companies in the U.S. Its expansion strategy includes acquisitions and collaborations within the insurance technology and compliance sectors.
History
Established in 2003 by Matthew Bruno, ReSource Pro began by offering back-office support services for insurance companies based in the U.S., operating initially from its center in Qingdao, China. Dan Epstein took over as CEO in 2006.
The company later extended its operational footprint by opening delivery centers in India and the Philippines, while retaining offices in the United States. Its service portfolio grew to encompass analytics, compliance assistance, and technology-driven operational solutions.
Harvard Business School's 2011 case study examined how ReSource Pro integrated cross-border operations within the U.S. insurance industry.
In 2018, ReSource Pro secured investment from DFW Capital Partners to fuel growth through acquisitions. Subsequently, in 2021, private equity firm Kelso & Company acquired the company. From 2020 to 2025, ReSource Pro completed multiple acquisitions, including The Nolan Company, TowerIQ, Strategy Meets Action, Helix Agency Services, Lowry & Associates, and Propellint.
Acquisitions
ReSource Pro enhanced its consulting and technological expertise between 2020 and 2025 through strategic acquisitions. In 2020, it acquired Oceanus Partners and Strategy Meets Action, both specializing in insurance distribution consulting. The following year, The Nolan Company joined ReSource Pro's portfolio, bringing expertise in insurance and healthcare management consulting. In 2022, the company expanded its technology capabilities by acquiring MIS, a managed technology services provider catering to carriers and MGAs, along with TowerIQ, which offers digital platforms for commercial insurance processes. Additional acquisitions in 2024 and 2025—Helix Agency Services, Lowry & Associates, and Propellint—further strengthened licensing services, surplus lines compliance, and technological offerings.
Recognition and awards
- ReSource Pro has been recognized sixteen times on the Inc. 5000 list of the fastest-growing private companies in the United States, including the year 2025.
- In 2025, it earned the CSO Award for excellence in Cybersecurity Leadership.