ReSource Pro, the trusted strategic operations and technology partner to the insurance industry, has been named a Leader in the Everest Group Insurance Intermediaries Operations PEAK Matrix® Assessment 2026. Everest Group positioned ReSource Pro highest for market impact and as a Leader in vision and capability among the 18 providers evaluated.

The assessment is part of Everest Group’s Insurance Intelligent Operations research program. Market impact reflects market adoption, portfolio mix, and value delivered. Vision and capability reflects the company’s vision and strategy, scope of services, innovation and investments, and delivery footprint.

“Insurance organizations are asking more of their operations partners than they were even a year ago: faster execution, cleaner data, and AI they can trust,” said Dan Epstein Tagger, CEO of ReSource Pro. “Being positioned highest in market impact tells us our clients feel that difference in their day-to-day work. We will keep investing in governed AI and expert supervision so the people running insurance organizations can count on the outcome.”

ReSource Pro supports 3,600+ insurance clients across retail agencies and brokers, MGAs and wholesalers, and carriers, and has kept a client retention rate of 96% or more for over a decade. The recognition comes as the company builds its operating model around Agentic Process Management, in which AI agents perform operational tasks within insurance workflows while human experts supervise, guide, and continuously improve the system.

“Broker consolidation and growth in MGA segment are increasing demand for operating partners that can deliver scale while supporting integration and regulatory control. ReSource Pro addresses these priorities through scaled broker and agency delivery and a meaningful MGA presence,” says Dinesh Udawat, Practice Director, Everest Group. “Its M&A integration suite and depth in licensing, compliance, and regulatory operations help clients consolidate platforms, standardize acquired operations, and manage regulatory complexity, contributing to its recognition as a Leader in the Everest Group Insurance Intermediaries Operations PEAK Matrix® Assessment 2026.”

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 drive growth. Serving 3,600+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic operating model transformation. Founded in 2003, the company has grown to 13,500+ team members and has maintained a 96%+ client retention rate for over a decade.

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