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ReSource Pro Marks 20+ Years of Surplus Lines Compliance Support Amid E&S Market Expansion

As the E&S market continues to grow in both premium and complexity, ReSource Pro is marking 21 years of supporting surplus lines compliance for retail agencies, wholesalers, and MGAs across the U.S.

Today, it’s a core offering within the firm’s broader operational support services, designed to help insurance organizations adapt to shifting regulatory environments without sacrificing growth.

“Surplus lines regulations have never been static—and now more than ever, brokers and MGA’s need operational partners who can flex with the market,” said Joyce King, Manager, Compliance at ReSource Pro. “We’re helping clients stay ahead of risk, secure waivers on millions of dollars in penalties, and reduce internal resource strain.”

The firm’s surplus lines services continue to evolve with market demands, supporting leading U.S. insurance organizations. “We are grateful for the efficiency ReSource Pro has brought to our surplus lines filings,” said Ondina Tristani, vice president of quality control at Foundation Risk Partners. “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.”

ReSource Pro’s compliance expertise includes:

  • Direct relationships with 50+ state stamping offices and regulators
  • New technological features including secure APIs for streamlined data and document submission from client systems
  • Tools such as a surplus lines tax estimator to improve pre-bind compliance accuracy

Surplus lines compliance is now a growing priority for many MGAs and growth-stage intermediaries—especially those entering new markets or scaling rapidly. With increasing attention from regulators and state departments of insurance, many firms are seeking to outsource compliance to avoid internal gaps.

“As the regulatory environment continues to evolve, ReSource Pro remains committed to delivering surplus lines solutions that combine expert guidance with modern technology,” said Angela Dyer, Assistant Manager, Compliance at ReSource Pro. “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 combines industry-trained professionals with insurance-specialized workflows and technology. It operates as part of a larger suite of strategic business services used by over 1,000 insurance organizations globally.

For more on ReSource Pro’s compliance capabilities, visit resourcepro.com/compliance

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 1,900+ carriers, brokers, wholesalers, and MGAs, our global team of 11,000+ employees operates at the critical intersection of people, technology, data, and operations to help clients deliver sustainable results. With a 96%+ client retention rate for over a decade, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic evolution. In 2024, ReSource Pro earned a spot on the Inc. 5000 list of fastest-growing companies, making it the only insurance industry company to achieve this distinction 15 times.

As the E&S market continues to grow in both premium and complexity, ReSource Pro is marking 21 years of supporting surplus lines compliance for retail agencies, wholesalers, and MGAs across the U.S.

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