Our purpose is you
What we value
Excellence
We have high standards, and we don’t compromise. Insurance-focused means insurance expertise.
Service
We’re motivated by a service-centric ethos, and above all, value the trust we build with our clients through quality and reliability.
Diversity and inclusion
We strongly believe that a safe, supportive, and welcoming culture is critical to our success.
Teamwork
We’re here to support each other in learning and growth, and be the best version of ourselves.
Your fully integrated partner
Orange Partnership
Gold Level Partnership
Platinum Level Sponsor
Platinum Level Partnership
Silver Level Partnership
Partner
Gold Partner
How we’ve evolved
- ReSource Pro’s 20th anniversary: Celebrating 2 decades of insurance excellence
- 15th recognition by Inc. 5000 as a fastest-growing U.S. company
- First Europe office opened: Belgrade, Serbia
- 1,800+ clients
- 10,000+ team members
- Managed technology services for retailers added with acquisition of Helix Agency Services
- Managed technology services for carriers and MGAs added with acquisition of MIS®
- Renewal workflow software added with acquisition of Tower IQ
- 7,000+ team members
- Kelso & Company acquires ReSource Pro from DFW capital partners
- Compliance services added with acquisition of Insurance Licensing Services of America®
- 1,000+ clients
- 6,000+ team members
- Consulting offerings expanded with acquisition of Strategy Meets Action and The Nolan Company
- 4,000+ team members
- Strategic consulting services added
- DFW capital partners acquires ReSource Pro from Distinguished Programs
- First South Asia office opened: Bengaluru, India
- Onshore Insurance Experience Center established in Lincoln, Nebraska
- 200+ clients
- 2,000+ team members
- Advance It! program launched to incentivize, promote and reward innovation
- Geographic expansion featured as Harvard Business School case study
- 100+ clients
- 1,000+ team members
- Named by Inc 5000 as 57th fastest growing company in the U.S.
- First office opened: Qingdao, China
- Distinguished Programs establishes service delivery center in China
- Formally established as ReSource Pro in 2004
- 1 client
- 3 team members
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How we’ve evolved
2003-2004
Initial founding: Solving a market need
Officially launched Qingdao, China office
3 team members- 1 client
2011
Growth story featured in Harvard Business School case study
- 1,000+ team members
- 100+ clients
2015
Insurance Experience Center created in Lincoln, Nebraska
- 2,000+ team members
- 200+ clients
2019
Strategic consulting added
- 4,000+ team members
2021
ReSource Pro Compliance added
Consulting offerings expanded
- 6,000+ team members
- 1,000+ clients
2022
New tech-powered solutions added
- 7,000+ team members
2024
Celebrating 20 years of insurance innovation
- 9,000+ team members
- 1,800+ clients
U.S. Insurance Awards
2024 Finalist
Inc. 5000
Received 14 awards since 2009
Stevie Awards
Received 5 awards since 2019
Globee Business Awards
2024 Gold Award
Our executive leadership
Dan Epstein
- North America
- Finalist - Entrepreneur of the Year, New York, 2023 (EY)
- “Hot 100” insurance leaders, 2018 (Insurance Business America)
Dan joined ReSource Pro in 2005 and became CEO one year later, leading it from a small startup to a company with over 9,000 employees across 12 offices and 3 continents.
Matthew Bruno
- North America
- Finalist - Entrepreneur of the Year, New York, 2023 (EY)
Matt is the Founder of ReSource Pro, coming up with the initial concept and the start of outsourcing for mid-sized insurance organizations. In 2003 he opened ReSource Pro’s first office in Qingdao, China, instilling a strong culture of innovation.
- Built ReSource Pro from 1 employee to over 8,000
- Recognized leader in global and US insurance operations
Patrick Armstrong
- North America
Patrick is responsible for the company’s go to market infrastructure. His teams engage with new and existing clients to implement solutions that enable profitable growth within the organization.
- 30+ years of sales and sales management experience, including 17 at an insurance agency
- Helped facilitate a period of 20x revenue growth at ReSource Pro
- BA in Business Administration from St John’s University/The College of Insurance
- Chartered Property Casualty Underwriter (CPCU) designation
Christopher Watkins
- North America
Chris oversees Information Security, Infrastructure Operations, Automation, Enterprise Applications, and Product Development. Previously a senior consultant for Deloitte, Chris is an expert in technology strategy and systems implementation in the financial services space.
- Instrumental in ReSource Pro’s digital transformation
- Recognized expert in insurance industry technology and information security
- Masters of Information Systems Management from Carnegie Mellon
Violet Xu
- North America
- Women to Watch, 2023 (Business Insurance)
- Elite Women in Insurance, 2017 (Insurance Business America)
Hired as ReSource Pro’s fourth employee, Violet now serves as Chief Operating Officer. An expert in insurance industry operations with a “ground up” perspective, she plays a key role in developing and implementing long-term strategies for the company. Facilitated ReSource Pro’s 97%+ client retention rate.
