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ReSource Pro

ReSource Pro

Insurance

New York, New York 185,593 followers

About us

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Website
http://www.resourcepro.com
Industry
Insurance
Company size
10,001+ employees
Headquarters
New York, New York
Type
Privately Held
Founded
2004
Specialties
Insurance, Insurtech, Knowledge Process Management, Business Process Management, Management Consulting, Advisory Services, Distribution Strategies, Compliance and Licensing, and Tech-Enabled Solutions

Locations

Employees at ReSource Pro

Updates

  • Let's Connect at Accelerate 2026   April 13-16 | Las Vegas   Join ReSource Pro as we meet with insurance leaders navigating the AI transformation with clarity and confidence.   As a Vertafore Orange Partner, we work with your existing systems, not against them. Our system-agnostic approach means we meet you where you are, delivering solutions that fit your workflow. From AMS implementation and platform optimization to agentic process management, strategic advisory services, and end-to-end technology solutions, we support the entire insurance ecosystem with expertise that adapts to your needs.   Partner with a team that understands your challenges and meets you where you are. Let's explore how we can drive profitability and efficiency together.   📅 Schedule your meeting now – spots are limited. https://lnkd.in/gRtx9Kbn

    • ReSource Pro is proud to be a Verified Orange Partner. Join us at Vertafore Accelerate to discuss partnerships.
  • How much revenue is your agency leaving on the table?   In our work with 2,000+ retail agencies, we’ve seen the “revenue blind spot” add up fast, anywhere from $2.4M to $11M sitting in backlog for a single agency.   The culprit? Fragmented processes, manual workflows, and limited visibility into premium accounting and key revenue streams.   As Saima Shaukat, SVP of Retail Practice at ReSource Pro, shares, revenue management isn’t just back-office, it’s a growth strategy.   Read the full blog to see where the gaps are (and how to close them) 👉 https://lnkd.in/eRrj4Yyr

    • The multi-million-dollar revenue blind spot: rethinking insurance revenue management in modern agencies
  • Tee Off Summit 2026 in Style Start Summit 2026 the right way: sunshine, championship golf, and meaningful connections at the legendary PGA West Pete Dye Dunes Course in Palm Springs. Set against the stunning Santa Rosa Mountains, this world-class course has hosted touring pros and on April 28th, it could be your stage. The Summit Golf Scramble is more than just 18 holes; it's your chance to network with fellow leaders in a relaxed setting before the conference sessions begin. All skill levels welcome, so whether you're scratch or just here for the views and conversation, this Summit tradition delivers. Space is limited and filling fast. Registration closes NEXT FRIDAY. Don't miss your spot on this championship course. Add the Golf Scramble when you register today! https://lnkd.in/e8WT-uTc

  • The Summit 2026 room block closes THIS WEEK Haven't registered for Summit yet? Now is the time. Registered but haven't booked your room at Renaissance Esmeralda Resort & Spa? Even more urgent. If you've already invested in your spot at Summit 2026. Don't shortchange the experience by staying somewhere else. The room block gives you discounted rates, direct shuttle service to every event, and resort amenities designed to help you recharge between sessions. More importantly, it keeps you immersed in the community where breakthroughs actually happen. Still haven't registered? This isn't just a conference. It's where your next partnership begins, where strategy sessions extend past sunset, where being present for every moment, planned and spontaneous, makes all the difference. Don't spend 2026 wishing you'd been in the room where it happened. Book now, secure your room at a discounted rate, and guarantee you're steps away from everything that matters. Register for Summit 2026 → https://lnkd.in/ennsRHNN Book your room before it's too late → https://lnkd.in/e7fTbfkM

    • Make this your Summit home base. Be steps from every session, every conversation, and every opportunity.
  • ReSource Pro at Verisk Conference 2026 🤝 Another year, another opportunity to connect with the best in the business. Troy Welch, Sr. Director, Audit, and Todd Walden, Sr. Manager, Audit, are representing ReSource Pro at this year's Verisk Conference, joining 800+ attendees from across the insurance ecosystem. Attending Verisk Conference has always been about more than just networking; it's about building lasting partnerships with carriers, MGAs, and industry leaders who are shaping the future of the insurance industry. We're looking forward to connecting with you onsite! Check out the solutions our experts will be there to discuss: https://lnkd.in/ehv49A94

    • Come meet our experts at Verisk Conference 2026
  • Your operations extend beyond borders. So do we. 🌍   Our new Philippines delivery center is now open, expanding how we support clients across the U.S., including carriers, brokerages, MGAs, and wholesalers. This expansion represents our 19th global office.   What sets us apart isn’t just scale: it’s specialization. Our teams build deep insurance expertise in areas like workers’ compensation, compliance, D&O, and Policy Insights, delivering the precision and quality our clients expect. Read the full announcement: https://lnkd.in/e6QDH2s8

    • ReSource Pro officially opens Philippines Delivery Center. Delivering operational expertise at scale.
  • The AI panic narrative misses what history teaches us about technology and insurance. When the internet arrived, experts predicted agent disintermediation. Today 87% of commercial lines still flow through independent agencies. Digital transformation tripled premium processing. Underwriter headcount? Basically flat. Here's what Mark Breading, Senior Partner, predicts will actually happen:  -Key roles see only slight declines, 3-4% for underwriters per BLS forecasts. -AI elevates roles instead of eliminating them.  -Underwriters focus on relationships and portfolio strategy. Adjusters handle complexity. Agents move upmarket. By 2035, we expect to see productivity gains of 2-3x per professional. The widening resource gap means 400,000 unfilled roles. AI accelerates. The industry shifts. Professionals thrive. Read the full analysis on our blog: https://lnkd.in/eSCUEqk9

    • Insurance won't be replaced by AI, it will be reinvented by it. The question is: Are we ready for the shift?
  • The insurance market is shifting fast. Join us at Summit 2026 on April 28–30 to stay ahead and learn practical strategies for carrier, MGA, and wholesale operations. We're bringing together sessions designed for insurance leaders, focused on what matters now and what's coming next. What You'll Learn: • Real-world use of AI and advanced automation in underwriting and claims • Engaging technology for a central hub connecting policy, claims, and billing • Distribution strategies and ecosystem alignment • Using Data and Technology to reshape partnerships You will walk away with insights and ideas you can apply right away. Summit is where the best carrier, MGA, and wholesale leaders come to learn from each other. Sign up here: https://lnkd.in/e6Y75bFS

  • The insurance market is shifting fast. Join us at Summit 2026 on April 28–30 to stay ahead and learn practical strategies for insurance operations.   We’re bringing together sessions designed for retail agencies and brokers, focused on what matters now and what’s coming next.   What You’ll Learn: • Retail P&C trends driving growth • Real-world use of AI and advanced automation • Managing the talent shift in an AI-augmented workforce • Benchmarking, analytics, and trends in the Employee Benefits space   You will walk away with insights and ideas you can apply right away. This is where the best in retail insurance come to learn from each other. Sign up here: https://lnkd.in/e6Y75bFS

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Funding

ReSource Pro 2 total rounds

Last Round

Private equity
See more info on crunchbase