compliance solutions<\/a> with technology that simplifies data sharing, reduces manual work, and keeps compliance activities running smoothly.<\/p>\n\u201cCompliance is a complex and often misunderstood area of insurance,\u201d said Dan Epstein, CEO of ReSource Pro. \u201cBy bringing SIS into ReSource Pro, we are leveraging deep insurance expertise supported by technology, to help our clients stay compliant and ahead of new requirements.\u201d<\/p>\n
\u201cFor over two decades, SIS has helped insurance organizations navigate the complexities of licensing and renewals,\u201d said Jeff Brinkmann, CEO of SIS. \u201cJoining ReSource Pro allows us to bring that same focus and expertise to an even broader set of challenges at greater scale. Our clients will benefit from expanded resources while continuing to receive the personal service and accuracy they\u2019ve come to expect.\u201d<\/p>\n
The acquisition of SIS follows another year of strategic growth for ReSource Pro. In 2024, the company expanded its capabilities with the acquisition of Lowry & Associates, a leader in premium audit services, and earlier this year, Propellint, a leader in systems integration for Insurity platforms. Adding SIS builds on this momentum, reinforcing ReSource Pro\u2019s commitment to providing services to clients across the insurance value chain.<\/p>\n
TAG Financial Institutions Group served as the sell-side advisor to Supportive Insurance Services in the transaction. Morgan Partners acted as the exclusive financial advisor to ReSource Pro.<\/p>\n
\nAbout ReSource Pro<\/h2>\n
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and processes, integrate automation and AI, in order to drive profitable growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance 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\u2019s 40+ year history.<\/p>\n","protected":false},"excerpt":{"rendered":"
The acquisition brings together leading compliance providers, strengthening end-to-end licensing, tax, and surplus lines capabilities for insurance organizations.<\/p>\n","protected":false},"author":66,"featured_media":28820,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"news-category":[41,42],"insurance-segment":[27,28,29],"services":[231],"type-of-content":[40],"resource-type":[226],"class_list":["post-28814","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","news-category-acquisitions","news-category-corporate-news","insurance-segment-carrier","insurance-segment-mga-wholesale","insurance-segment-retail","services-compliance","type-of-content-news","resource-type-news"],"acf":[],"publishpress_future_action":{"enabled":false,"date":"2026-04-19 10:09:24","action":"change-status","newStatus":"draft","terms":[],"taxonomy":"category","extraData":[]},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts\/28814","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/users\/66"}],"replies":[{"embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/comments?post=28814"}],"version-history":[{"count":5,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts\/28814\/revisions"}],"predecessor-version":[{"id":28828,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/posts\/28814\/revisions\/28828"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/media\/28820"}],"wp:attachment":[{"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/media?parent=28814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/categories?post=28814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/tags?post=28814"},{"taxonomy":"news-category","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/news-category?post=28814"},{"taxonomy":"insurance-segment","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/insurance-segment?post=28814"},{"taxonomy":"services","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/services?post=28814"},{"taxonomy":"type-of-content","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/type-of-content?post=28814"},{"taxonomy":"resource-type","embeddable":true,"href":"https:\/\/www.resourcepro.com\/wp-json\/wp\/v2\/resource-type?post=28814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}