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]
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]
In November 2025, ReSource Pro acquired Supportive Insurance Services (SIS), a firm based in Indiana that provides insurance licensing and renewal services.[17] The acquisition expanded ReSource Pro's compliance and regulatory offerings in the insurance sector by integrating SIS's licensing and renewal expertise into its service portfolio.[18]