What Resource Pro does

ReSource Pro is a strategic operations partner to insurance organizations, delivering managed services, technology consulting, and agentic AI orchestration to insurance carriers, retail agents and brokers, and MGAs/wholesalers. The company executes across the full insurance lifecycle — new business processing, renewals, underwriting support, compliance and licensing, claims handling, policy servicing, and accounting — through 19 global delivery centres staffed by 13,000+ insurance operations professionals. Beyond labor delivery, the firm operates specialized practices including Loss Control Complete (end-to-end survey lifecycle), Premium Audit Complete (commercial P&C exposure management), Compliance & Regulatory Services (licensing, surplus lines filings, corporate compliance), and an M&A Integration Suite that converted 1.5M+ policies and migrated 22M+ records in the prior year. Selected enterprise customers include NFP, CNA, Brown and Brown, Encova Insurance, Texas Farm Bureau, Argosy, James River Insurance, Tokio Marine, and BroadStreet Partners.

The company's technology backbone is the AI Blueprint platform — an agentic AI orchestration infrastructure built exclusively for insurance operations. It is LLM-agnostic, leveraging vector storage, fine-tuning capabilities, a proprietary prompt framework, API gateway, and insurance-specific data connectors. The platform converts 70,000+ documented SOPs into Agentic Operating Procedures (AOPs) and derives 6M+ workflow variations from those SOPs, enabling AI agents to execute multi-step insurance tasks with expert-in-the-loop oversight. A "crystal box" governance framework provides full audit trails, version control, bias monitoring, explainability, and regulatory compliance mapping. The stack is reinforced by ISO 27001, SOC 1, and SOC 2 Type II certifications. Recent additions include an AI Factory capability (launched June 2026 following the Flow Specialty AI acquisition and led by Sivan Iram), a standalone AI Orchestration and Data Services Suite (April 2026), and structured partnerships with Percipience for data modernization and telos for AI judgment-layer orchestration.

ReSource Pro generates revenue through managed services and professional services engagements priced on a quote-based, contract model tailored to each client's scope. The go-to-market combines direct enterprise field sales targeting carriers, large brokers, MGAs, and wholesalers, with a formal Partnership Program announced in February 2026 that broadens reach via technology, data, and industry organizations. ReSource Pro has been named to the Inc. 5000 list 16 times — placing it in the top 0.02% of repeat honorees — and maintains a 96%+ client retention rate across 3,200+ insurance organizations for over a decade. The company is privately held, with no public ticker disclosed; earlier sources reference growth capital participation by Harvest Partners Structured Capital (December 2021) and prior investment from DFW Capital (2018).

Name

Resource Pro

Legal name

ReSource Pro LLC

Website

https://resourcepro.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

ReSource Pro is a strategic operations partner that delivers managed services, technology consulting, and agentic AI orchestration to 3,200+ insurance carriers, retail agents and brokers, and MGAs across 19 global delivery centres.

Ownership category

akta.pro rank

Product category

Insurance Operations Services

NAICS

Management Consulting Services (54161), Computer Systems Design and Related Services (54151), Other Scientific and Technical Consulting Services (54169), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700), Services-Computer Programming Services (7371)

akta.pro primary industry

Strategy & IT Advisory (BPAEAAAA)

akta.pro secondary industry

Technical Enablement & Adoption Services (Change Management, Adoption, Champions) (BPAEANAC)

Keywords

• Insurance operations services
• Insurance business process outsourcing
• Insurance AI orchestration
• Insurance data modernization
• Insurance compliance services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Managed Services (Insurance Operations): ReSource Pro delivers operational managed services across the insurance lifecycle including new business, renewals, underwriting support, compliance, claims, policy servicing, and accounting. Services are delivered via 19 global delivery centres.
2. Technology Services: Technology consulting, applications and platforms, data services, managed services, and AI/intelligent automation services for insurance carriers, MGAs/wholesalers, and retail agencies.
3. AI Orchestration and Data Services: Expert-led AI orchestration and data modernization services to move insurance organizations from AI pilots to production-ready deployments, including strategy, deployment, integration, and ongoing governance.
4. Strategic Advisory: Advisory and consulting engagements covering AI strategy and roadmap, operational transformation, and digital transformation for insurance organizations.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

ReSource Pro is a strategic operations and technology partner exclusively for the insurance industry, delivering managed services across new business, renewals, underwriting support, compliance, claims, policy servicing, and accounting through 19 global delivery centres. The company layers an agentic AI orchestration platform (AI Blueprint) and technology consulting on top of these managed services to help carriers, retail agents/brokers, and MGAs/wholesalers operationalize AI in production-ready workflows.

Product overview

ReSource Pro offers a unified platform-plus-services model for insurance operations, combining AI Blueprint (an AI-powered orchestration and governance platform built on 70,000+ documented skills) with a comprehensive suite of Insurance Business Solutions covering new business, renewals, claims, policy servicing, accounting, and compliance. The Technology Services portfolio includes AI/Intelligent Automation, Data Services, and managed services, while specialized offerings like Loss Control Complete and Premium Audit Complete address specific operational needs. Recent additions include AI Orchestration Services and Data Services for AI-ready data modernization, plus an M&A Integration Suite for post-acquisition complexity. The company serves 3,200+ carriers, brokers, wholesalers, and MGAs across the insurance ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• Loss Control Complete: End-to-end loss control solution handling the entire survey lifecycle from scheduling and intake to report review and recommendations for insurance organizations.
• Policy Insights

Products and services

• AI Blueprint Platform AI-powered orchestration and governance platform built exclusively for insurance operations on 70,000+ documented skills with an LLM-agnostic architecture for carriers, MGAs, wholesalers, and retail agencies.
• Insurance Business Solutions Managed services covering insurance business operations including new business, renewals, policy servicing, underwriting support, compliance, and claims for carriers, retail agencies, and MGAs/wholesalers.
• Loss Control Complete End-to-end loss control solution handling the complete survey lifecycle from scheduling and intake through report review and recommendations, with physical, virtual, and phone surveys for property, liability, and multi-line coverage.
• Compliance & Regulatory Services Compliance management services covering insurance licensing and renewal, surplus lines filings, compliance reviews, and corporate compliance for regulatory navigation and risk mitigation.
• Premium Audit Complete Premium audit and underwriting survey solutions for commercial P&C insurance carriers providing exposure management and risk assessment capabilities to improve underwriting profitability.
• Technology Services Managed technology services including tech consulting, applications and platforms, and managed services to help insurance organizations optimize technology investments.
• AI / Intelligent Automation AI and intelligent automation services applying artificial intelligence to insurance workflows, powered by agentic AI with expert-in-the-loop governance for production-ready deployment.
• AI Orchestration Services

Quantifiable outcome

• 96%+ client retention rate maintained for over a decade
• +6 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature7 records

Partnerships

Three partnerships are on record, tiered core.

• PercipiencecoreTechnology or Integration · 19 June 2026Strategic partnership with Percipience, an Insurtech provider of the Data Magnifier data and analytics platform, to deliver end-to-end data modernization capabilities for carriers and MGAs. The partnership enables insurers to accelerate data onboarding by 50-70%, reduce manual reconciliation by up to 40%, and achieve initial reporting and operational insights in as little as 90 days.
• teloscoreTechnology or Integration · 21 April 2026Partnership with telos to help insurance experts scale AI orchestration without sacrificing judgment, moving AI from pilot-stage automation into production systems that deliver consistent, auditable outcomes. telos provides the judgment layer that makes AI decisions auditable, explainable, and continuously improving. telos combines deep domain expertise with platform partnerships including WRITER and Databricks, and maintains SOC 2-aligned controls.
• Council of Insurance Agents & Brokers PartnerscoreGTM or Marketing Partner · 24 February 2026ReSource Pro upgraded its sponsorship level within the Council Partners program (formerly as Platinum sponsor). The company expanded its visibility within a network of insurance carriers, brokers, and wholesalers through this sponsorship. The company serves over 2,000 carriers, brokers, wholesalers, and MGAs with a 96%+ client retention rate.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• EXL Service: Public BPO and analytics firm with a dedicated insurance industry vertical, providing claims, underwriting, and policy servicing managed services to global insurance carriers and MGAs - directly comparable in operating model and customer profile to ReSource Pro.
• Genpact: Major BPO and digital transformation provider with a sizable insurance practice covering underwriting, claims, and finance operations, plus AI-led automation - comparable in scale and end-to-end insurance operations focus.
• WNS Holdings: BPO with a significant insurance vertical offering claims processing, policy administration, and analytics services to global insurers - parallel in delivery model (offshore-heavy, AI-enabled operations) and customer base.
• Mphasis: IT services and BPO provider with a strong insurance vertical focusing on policy administration, underwriting, and claims transformation - overlapping customer profile and delivery model.
• Firstsource Solutions: BPO provider with a dedicated insurance vertical offering claims processing, policy servicing, and underwriting support to US/UK carriers and brokers - comparable in customer mix and offshore delivery.
• Hexaware Technologies: IT services firm with an insurance-focused practice offering core systems implementation, data modernization, and automation to insurance carriers and brokers - parallel in tech-services positioning.

Broad incumbents

• Cognizant: Global IT services and consulting firm with a dedicated Insurance Technology Services practice covering core systems, data, and AI initiatives - a broader incumbent offering overlapping capabilities as part of a wider portfolio.
• Accenture: Global consulting firm with the largest insurance industry practice, providing strategy, technology, and operations services - a broader incumbent that recently hired ReSource Pro's new Insurance Business Services President.
• DXC Technology: IT services provider with a global insurance business delivering core systems, BPA, and digital transformation, comparable to ReSource Pro's technology services and core systems implementation work.

Emerging players

• Roots Automation: AI-native insurance automation startup building digital workers for insurance workflows - an emerging player competing for the same AI orchestration opportunity ReSource Pro is targeting with its agentic platform.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights8 records

Customer concentration

• YouTubeyoutube.com/@officialresourcepro
• LinkedInlinkedin.com/company/resourcepro

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries5 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A8 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Resource Pro