ReSource Pro

Global insurance operations partner delivering BPO, AI-driven automation, and consulting exclusively to the insurance industry.

Insurtech Infrastructure Enterprise PE-Backed

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Overview

ReSource Pro is a global insurance operations optimization and outsourcing partner headquartered in New York, NY. Founded in 2003 by Matthew Bruno, the company provides business process outsourcing (BPO), AI-driven automation, technology solutions, and strategic consulting exclusively to the insurance industry. With a team of over 12,000 professionals operating across onshore, nearshore, and offshore delivery centers, ReSource Pro serves more than 2,000 clients worldwide.

The company is known for sustained growth and client loyalty -- having appeared 16 times on the Inc. 5000 fastest-growing companies list -- and maintains a 97% client retention rate. ReSource Pro has been featured in a Harvard Business Review case study for its innovative outsourcing model. It was acquired by Kelso & Company, a private equity firm, in 2021, accelerating its growth through strategic acquisitions including Propellint (data analytics) and Tower IQ (insurance intelligence).

ReSource Pro serves carriers, MGAs, wholesalers, and retail insurance agencies and brokers across all lines of business, helping them improve operational efficiency by 20-40%. Its proprietary AI platform and RPA capabilities, combined with deep insurance domain expertise, differentiate it as a technology-forward operational partner rather than a traditional outsourcer.

Products & Services

Insurance BPO / Business Process Management

End-to-end operational support across front-office, middle-office, and back-office insurance workflows -- including policy processing, certificates of insurance, new business support, submissions management, underwriting support, endorsements, renewals, cancellations, and accounting reconciliation.

Key Features

Onshore, nearshore, and offshore delivery options
Dedicated insurance-trained teams integrated with client workflows
97% client retention rate with measurable efficiency gains

Target Users: Carriers, brokers, MGAs, retail agencies

Advance It! -- AI-Driven Automation Platform

Proprietary AI and robotic process automation (RPA) platform that streamlines submissions, improves data quality, and enables predictive insights across insurance operations.

Key Features

Machine learning for claims outcomes and workflow optimization
RPA bots for repetitive policy and submissions tasks
AI assurance tiers combining automation with human review for complex policies

Target Users: Insurance carriers, brokers, MGAs

Technology Integration & Digital Transformation

Systems modernization, API integration, AMS connectivity, and digital transformation consulting to help insurance organizations improve operational workflows and client/employee experience.

Key Features

Integrations with Guidewire, Duck Creek, Salesforce, and major AMS platforms
REST API architecture for third-party connectivity
Legacy modernization and cloud migration support

Target Users: Carriers, brokers, agencies seeking to modernize operations

Insurance Consulting & Advisory

Operational consulting, process improvement, compliance strategy, and talent strategy services focused on profitability improvement and accelerated growth for insurance organizations.

Key Features

Process efficiency analysis and workflow redesign
Compliance and regulatory strategy
Talent planning and organizational design

Target Users: Carrier executives, agency owners, MGA leadership

Compliance Services

Producer licensing, corporate filings, surplus lines management, and regulatory compliance solutions -- operated through ReSource Pro Compliance, a subsidiary with 25+ years of experience in insurance compliance.

Key Features

Producer licensing lifecycle management
Surplus lines filings and tax compliance
Corporate entity filings and regulatory support

Target Users: Carriers, MGAs, brokers, surplus lines markets

Data Analytics & Insights

Predictive analytics, KPI dashboards, data quality services, and intelligence platforms -- powered by acquired capabilities from Propellint (data analytics) and Tower IQ (insurance intelligence).

Key Features

Predictive analytics for underwriting and claims
Real-time KPI dashboards for operational visibility
Data quality scoring and enrichment

Target Users: Carriers, underwriters, operations leaders

At a Glance

Founded: 2003
Headquarters: New York, New York
Employees: 1000+
Funding: PE-Backed

Category & Focus

Category: Insurtech Infrastructure
Subcategories: Business Process Outsourcing AI Automation Insurance Operations Compliance Services
Insurance Verticals: P&C Commercial P&C Personal Specialty/E&S Life & Annuity Group Benefits
Target Customers: Carriers, Brokers, MGAs/MGUs, Agents/Agencies

Customers

New Front Insurance -- achieved 20-30% increase in client-facing staff time
AssuredPartners (Transportation) -- achieved USD 10,000 savings per task
Hub International Mid-South -- streamlined endorsements, audits, and policy workflows