Fundraising Fox
ReSource Pro
Teaneck, US · Founded 2018 · 1 known investors
Find your way into ReSource Pro
1,483 people in our graph share verified history with the ReSource Pro team — schools, employers, funds. One of them is your warm intro.
Ray Chengunlockedknows Michael Costonis · together at Distyl (overlapped)
knows the team · via Distyl
×10knows the team · via Capgemini
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 and Dan Epstein Tagger.
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Daniel EpsteinCo-founder
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Dan Epstein TaggerCEOHe joined the company in 2005, became CEO in 2006, and has led its expansion to 9,000 employees; previously he worked with technology startups on market entry strategy, founded the U.S.-Israel Business Exchange in 2000, worked in the Commercial Section of the Israeli Embassy in Washington DC, and served in the Israeli Defense Forces. He holds MBAs from Columbia Business School and London Business School and a Master's degree in International Relations from the London School of Economics.
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Gene HughChief Financial OfficerHe has held finance, procurement, and IT leadership roles at global organizations, where he built financial processes, implemented enterprise systems across multiple entities, and managed vendor risk and procurement operations spanning multiple countries and over $600 million in annual spend.
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Christopher WatkinsChief Information OfficerChristopher Watkins is Chief Information Officer at ReSource Pro, an outsourcing and technology services provider to insurance organizations. He holds a Master's degree in Information Systems Management from Carnegie Mellon University and previously worked as a Senior Consultant at Deloitte Consulting serving financial services clients.
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Michael CostonisPresident, Insurance SolutionsMichael Costonis served as Chief Operating Officer and Global Head of Marketing, Strategy & Innovation at CNA, and led Accenture's global insurance practice for 26 years, advising carriers internationally. He currently serves as President of Insurance Solutions at ReSource Pro, which provides outsourcing, technology, and data services to insurance organizations.
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Paul NaquinPresident, Technology ServicesPaul Naquin is President of Technology Services at ReSource Pro and brings 30 years of executive experience in technology strategy, operations, and global delivery across utilities, financial services, manufacturing, consumer products, and energy sectors.
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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
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 builds insurance software with embedded, agentic AI to automate repetitive work and support decision-making within insurance workflows. Its offerings target insurance distribution professionals.
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, Dan Epstein Tagger 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.