ReSource Pro Company Profile

Background

Founded in 2003, ReSource Pro is a strategic operations partner dedicated exclusively to the insurance industry. The company focuses on enhancing productivity and profitability for insurance organizations, including carriers, brokers, and managing general agents (MGAs). With a global workforce exceeding 10,000 employees, ReSource Pro operates at the intersection of people, process, technology, and data to deliver comprehensive solutions. The company's mission is to drive operational excellence and innovation within the insurance sector, consistently achieving a client retention rate above 96% over the past decade.

Key Strategic Focus

ReSource Pro's strategic focus encompasses several core objectives:

• Process Optimization: Streamlining insurance operations to enhance efficiency and reduce costs.

• Strategic Advisory Services: Providing expert guidance to navigate complex industry challenges.

• Workforce Management: Offering solutions to effectively manage and deploy human resources.

• Automation Solutions: Implementing technologies to automate routine tasks, thereby increasing productivity.

These initiatives are designed to boost client productivity and profitability in both the near and long term.

Financials and Funding

ReSource Pro has demonstrated consistent financial growth, as evidenced by its inclusion in the Inc. 5000 list of America's fastest-growing private companies for 15 consecutive years, from 2009 to 2024. In 2024, the company reported an average annual revenue growth of 24.41% over the preceding three years. As of March 2025, ReSource Pro's annual revenue reached $750 million.

Technological Platform and Innovation

ReSource Pro distinguishes itself through its proprietary technological platforms and innovative methodologies:

• Premium Audit Complete: Launched in February 2025, this solution transforms the audit process for insurance carriers and MGAs, enhancing accuracy and efficiency.

• Direct Bill Complete: Introduced in September 2024, this offering streamlines direct billing processes for agents and brokers, improving cash flow management.

These innovations underscore the company's commitment to leveraging technology to address industry-specific challenges.

Leadership Team

ReSource Pro's leadership team comprises experienced professionals dedicated to driving the company's strategic vision:

• Dan Epstein: Chief Executive Officer

• Patrick Armstrong: Chief Revenue Officer

• Saima Shaukat: Senior Vice President, Retail Practice (appointed July 2024)

These leaders bring a wealth of experience and expertise to the organization, guiding its growth and innovation initiatives.

Competitor Profile

Market Insights and Dynamics

The insurance operations and business process solutions market is characterized by steady growth, driven by the increasing complexity of insurance processes and the need for operational efficiency. Companies in this sector focus on providing services that enhance productivity, reduce costs, and improve customer satisfaction.

Competitor Analysis

ReSource Pro operates in a competitive landscape with several notable companies:

• ActiveProspect: Specializes in lead acquisition and conversion optimization, offering solutions that complement insurance operations.

• Shift Technology: Provides AI-driven fraud detection and claims automation solutions for the insurance industry.

• Welocalize: Offers translation and localization services, assisting insurance companies in reaching global markets.

These competitors focus on various aspects of insurance operations, from lead management to fraud detection and localization services.

Strategic Collaborations and Partnerships

ReSource Pro has established significant collaborations to strengthen its market position and innovation capacity:

• Global Expansion: In 2024, the company expanded its operations into the Philippines and Europe, indicating a focus on international growth and the ability to serve a broader client base.

• Industry Recognition: ReSource Pro's consistent recognition in prestigious lists like Inc. 5000 and Everest Group's PEAK Matrix Assessment establishes credibility in the insurance industry.

These initiatives demonstrate ReSource Pro's commitment to enhancing its service offerings and global reach.

Operational Insights

ReSource Pro's strategic considerations in relation to major competitors include:

• Market Position: As a leader in insurance operations efficiency, the company leverages its extensive experience and client base to maintain a competitive edge.

• Distinct Competitive Advantages: ReSource Pro's proprietary technologies, such as Premium Audit Complete and Direct Bill Complete, set it apart by addressing specific industry needs with tailored solutions.

These factors contribute to the company's strong market presence and client loyalty.

Strategic Opportunities and Future Directions

Looking ahead, ReSource Pro aims to:

• Expand Global Footprint: Continue its international growth to serve a more diverse client base.

• Enhance Technological Offerings: Invest in developing new solutions that address emerging challenges in the insurance industry.

• Strengthen Client Partnerships: Focus on deepening relationships with existing clients to drive mutual growth and success.

These strategic directions position ReSource Pro to capitalize on future opportunities and maintain its leadership in the industry.

Contact Information

• Website: resourcepro.com

• LinkedIn: linkedin.com/company/resourcepro/

For more information, please visit the company's official website or LinkedIn profile.