ReSource Pro, a strategic operations partner for the insurance industry, has announced its acquisition of Supportive Insurance Services (SIS), a specialist in licensing and renewal services. This acquisition aims to enhance ReSource Pro’s compliance solutions for agents, brokers, adjusters, and insurers by integrating SIS’s expertise in navigating complex, state-specific regulations.

SIS has decades of experience in helping insurance professionals and organizations manage licensing and renewal processes, mitigating compliance risks, and ensuring uninterrupted operations. The integration of SIS’s specialized services, particularly in adjuster licensing and compliance, expands ReSource Pro’s existing offerings, which include surplus lines tax filings and corporate and franchise tax reporting.

Dan Epstein, CEO of ReSource Pro, commented on the acquisition, stating, “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.” He added that compliance remains a complex area within the insurance sector.

Jeff Brinkmann, CEO of SIS, noted, “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.”

This acquisition is part of ReSource Pro’s ongoing strategic growth initiatives. In 2024, the company also acquired Lowry & Associates, which specializes in premium audit services, and Propellint, a leader in systems integration for Insurity platforms. Adding SIS further solidifies ReSource Pro’s commitment to providing comprehensive services across the insurance value chain.

In the transaction, TAG Financial Institutions Group served as the sell-side advisor to Supportive Insurance Services. Morgan Partners acted as the exclusive financial advisor to ReSource Pro.