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The acquisition brings together leading compliance providers, strengthening end-to-end licensing, tax, and surplus lines capabilities for insurance organizations.
NEW YORK--(BUSINESS WIRE)--ReSource Pro, a leading strategic operations partner serving the insurance industry, announced the acquisition of Supportive Insurance Services (SIS), a recognized leader in licensing and renewal services. With decades of expertise, SIS helps agents, brokers, adjusters, and insurers navigate complex, state specific regulations to mitigate compliance risks, and maintain uninterrupted operations. “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," said Dan Epstein, CEO of ReSource Pro. The acquisition unites two leading providers in the space. SIS’s deep specialization in adjuster licensing and compliance services complements ReSource Pro’s existing offerings, which include surplus lines tax filings and corporate and franchise tax reporting. Together, they give insurers access to end-to-end compliance solutions with technology that simplifies data sharing, reduces manual work, and keeps compliance activities running smoothly. “Compliance is a complex and often misunderstood area of insurance,” said Dan Epstein, CEO of ReSource Pro. “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.” “For over two decades, SIS has helped insurance organizations navigate the complexities of licensing and renewals,” said Jeff Brinkmann, CEO of SIS. “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.” 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’s commitment to providing services to clients across the insurance value chain. 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. About ReSource Pro 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’s 40+ year history. SOURCE: www.businesswire.com/news/home/20251103367592/en/ReSource-Pro-Acquires-Supportive-Insurance-Services-Expands-Compliance-Leadership-Across-Insurance-Licensing-and-Regulatory-Services Comments are closed.
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TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.