ReSource Pro, a provider of operational support services for the insurance industry, is marking 21 years of dedicated support for surplus lines compliance, assisting retail agencies, wholesalers, and managing general agents (MGAs) across the U.S. This offering is a core component of the firm’s broader operational support services, designed to help insurance organizations navigate evolving regulatory environments while maintaining growth.
The excess and surplus (E&S) market continues to expand in both premium volume and complexity. Joyce King, Manager of Compliance at ReSource Pro, noted, “Surplus lines regulations have never been static—and now more than ever, brokers and MGAs need operational partners who can flex with the market. We’re helping clients stay ahead of risk, secure waivers on millions of dollars in penalties, and reduce internal resource strain.”
ReSource Pro’s surplus lines services continue to adapt to market demands, supporting prominent U.S. insurance organizations. Ondina Tristani, Vice President of Quality Control at Foundation Risk Partners, an insurance brokerage specializing in risk management and employee benefits, commented, “We are grateful for the efficiency ReSource Pro has brought to our surplus lines filings. Their enhanced platform streamlines compliance and provides clear visibility into the status of our filings. Having a live team member readily available is invaluable, and partnering with them has significantly reduced the stress of meeting state requirements.”
The firm’s compliance expertise encompasses direct relationships with over 50 state stamping offices and regulators. New technological features, including secure APIs, facilitate streamlined data and document submission from client systems. Additionally, tools such as a surplus lines tax estimator improve pre-bind compliance accuracy.
Surplus lines compliance is an increasing priority for many MGAs and growth-stage intermediaries, particularly those entering new markets or scaling rapidly. With heightened scrutiny from regulators and state departments of insurance, many firms are opting to outsource compliance functions to mitigate potential internal gaps.
Angela Dyer, Assistant Manager of Compliance at ReSource Pro, stated, “As the regulatory environment continues to evolve, ReSource Pro remains committed to delivering surplus lines solutions that combine expert guidance with modern technology. With a legacy built on partnership, precision, and service, we’re well positioned to support insurance organizations as they grow in the dynamic excess and surplus lines space.”
ReSource Pro’s surplus lines unit integrates industry-trained professionals with insurance-specialized workflows and technology. This unit operates as part of a larger suite of strategic business services utilized by over 1,000 insurance organizations globally. ReSource Pro serves over 1,900 carriers, brokers, wholesalers, and MGAs with a global team of more than 11,000 employees. The company maintains a client retention rate exceeding 96% for over a decade. In 2024, ReSource Pro was named to the Inc. 5000 list of fastest-growing companies for the 15th time, the only insurance industry company to achieve this distinction.
