ReSource Pro
Teaneck, US · Founded 2018 · 1 known investors
ReSource Pro provides outsourcing, technology, and data services to insurance organizations including retail brokers, MGAs, and carriers, covering operations, strategy, implementation, and analytics. The company operates service delivery centers in China and India, serving mid-sized and large insurance clients.
Founders & leadership
ReSource Pro was founded in 2018 by Daniel Epstein.
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Daniel EpsteinFounder
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Matthew BrunoinFounder
KW
Keith W. PennellNamed on SEC filing
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Donald DeMuthNamed on SEC filing
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Norman MerrittNamed on SEC filing
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David WatkinsNamed on SEC filing
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Andrew WhiteNamed on SEC filing
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Dan Epstein TaggerinCEO
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Gene HughinChief Financial Officer
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Violet XuinChief Service Delivery Officer
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Christopher WatkinsinChief Information Officer
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Michael CostonisinPresident, Insurance Solutions
Investors · 1
Reported raises · per SEC filings
Form D private placements$88.4M disclosed across 2 rounds · 2018–2020
▶$1MraisedFeb 2021 · 4 investors · OtherRule 506(b)
▶$1MraisedFeb 2021 · 4 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Matthew BrunoDirector
- Daniel EpsteinExecutive Officer, Director
- Keith PennellExecutive Officer, Director
- Andrew WhiteExecutive Officer, Director
- Donald DeMuthDirector
- Karl HaltemanExecutive Officer
- David WatkinsDirector
- Norman MerrittExecutive Officer, Director
- Marc RostonDirector
- Offering amount
- $1M
- Amount sold
- $1M
- First sale
- Dec 2020
- Incorporated
- Limited Liability Company, Delaware, 2018
- Federal exemptions
- 06b
▶$87.4MraisedApr 2018 · 17 investors · OtherRule 506(b)
▶$87.4MraisedApr 2018 · 17 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Daniel EpsteinExecutive Officer, Director
- Matthew BrunoExecutive Officer, Director
- Keith W. PennellExecutive Officer, Director
- Donald DeMuthDirector
- Norman MerrittDirector
- David WatkinsDirector
- Andrew WhiteExecutive Officer, Director
- Offering amount
- $87.4M
- Amount sold
- $87.4M
- First sale
- Apr 2018
- Incorporated
- Limited Liability Company, Delaware, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 2
by search overlap
Agentsync292 shared keywordsAgentSync provides insurance infrastructure software that manages onboarding, licensing, and appointment processes for carriers, agencies, MGAs, and producers. The platform enables insurers and agents to streamline compliance and growth operations.
Vertafore194 shared keywordsVertafore develops software for the insurance industry. This page describes the company's culture and Flexible First work environment rather than its products.
Companies competing with ReSource Pro for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does ReSource Pro do?
- ReSource Pro provides outsourcing, technology, and data services to insurance organizations including retail brokers, MGAs, and carriers, covering operations, strategy, implementation, and analytics. The company operates service delivery centers in China and India, serving mid-sized and large insurance clients.
- Who founded ReSource Pro?
- ReSource Pro was founded by Daniel Epstein in 2018.
- Who are ReSource Pro's investors?
- ReSource Pro's investors include Kelso.
- How much funding has ReSource Pro raised?
- ReSource Pro has disclosed $88.4M raised across 2 rounds.
- Where is ReSource Pro headquartered?
- ReSource Pro is headquartered in Teaneck, US.