# ReSource Pro > Global insurance operations partner delivering BPO, AI\-driven automation, and consulting exclusively to the insurance industry\. ## At a glance | Field | Value | | --- | --- | | Category | Insurtech Infrastructure | | Type | Solutions Provider | | Region | NA | | Headquarters | New York, New York | | Founded | 2003 | | Stage | Enterprise | | Employees | 1000+ | | Funding | PE-Backed | ## 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 ## Category & focus - 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 ## Notable 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 ## Links - Website: - Directory profile: - Blog: - About: - Careers: - Linkedin: - Newsroom: - Crunchbase: --- *Last updated: 2026\-06\-05*