The AI advantage: unlocking new opportunities for retail agencies

ReSource Pro’s latest research report uncovers critical insights into the operational backbone of retail agencies, revealing how leading firms are investing in service, retention, and process efficiency to drive long-term growth. Drawing from in-depth interviews and proprietary analysis, the report offers a data-backed perspective on how servicing excellence is becoming a strategic differentiator in the […]

New Research Highlights Opportunities to Address Projected Gap of 400,000 jobs by 2035

With AI-powered automation, rising M&A, and surging productivity, 3-part series outlines ways that brokers and carriers are future-proofing their operations. NEW YORK — May 13, 2025 — ReSource Pro, a leading provider of technology and operations solutions for the insurance industry, today released a three-part research series spotlighting how insurance organizations can stay competitive amid […]

Simplifying specialty licensing: Helping businesses navigate compliance

We sat down with Traci Slater, Assistant Manager, SDU – ReSource Pro Compliance, US, to discuss the growing demand for specialty licensing support and how the company has enhanced its team to meet that need. Specialty licenses—such as those for TPAs, MGAs, Reinsurance Intermediary Brokers/Managers (RIB/RIM), adjusters, and risk purchasing groups—come with complex regulatory requirements […]

Navigating insurance agency compliance: CEO Dan Epstein for PC360

As agencies expand or merge across state lines, managing compliance becomes more difficult, with risks of costly fines and reputational damage. ReSource Pro CEO Dan Epstein’s recent article in PC360 sheds light on the growing complexity of insurance agency compliance and the need to consolidate regulatory partners.

The cost of non-compliance for insurance companies

Most insurance professionals understand that failing to meet their compliance obligations can result in censure by regulation authorities. Often, however, they underestimate the real harm such penalties can do