ReSource Pro, a leading strategic operations partner to the insurance industry, announced the acquisition of Supportive Insurance Services (SIS), a recognized provider of insurance licensing and renewal services. The transaction unites two established leaders in regulatory and compliance management, enhancing ReSource Pro’s end-to-end capabilities across licensing, tax, and surplus lines compliance.
SIS has decades of experience assisting agents, brokers, adjusters, and insurers in navigating complex state-specific regulations to reduce compliance risk and ensure business continuity. Its expertise in adjuster licensing and compliance services complements ReSource Pro’s offerings in surplus lines tax filings and corporate and franchise tax reporting. The combined platform will offer clients a unified suite of compliance solutions supported by advanced technology that streamlines data sharing, reduces manual workloads, and enables seamless regulatory operations.
The acquisition continues ReSource Pro’s strategic expansion following its recent integrations of Lowry & Associates, a premium audit services provider, and Propellint, a systems integration specialist for Insurity platforms. Together, these transactions reinforce ReSource Pro’s broader mission to support insurers across the value chain through integrated technology and operational excellence.
ReSource Pro serves over 2,000 carriers, brokers, wholesalers, and MGAs, focusing on optimizing performance, streamlining operations, and leveraging automation and AI for profitable growth. The company has achieved a client retention rate exceeding 96% for over a decade.
Support: TAG Financial Institutions Group acted as the sell-side advisor to Supportive Insurance Services, while Morgan Partners served as exclusive financial advisor to ReSource Pro.
KEY QUOTES:
“By 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.”
Dan Epstein, CEO of ReSource Pro
“For over two decades, SIS has helped insurance organizations navigate the complexities of licensing and renewals. Joining 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’ve come to expect.”
Jeff Brinkmann, CEO of Supportive Insurance Services
