Articles by Dan Epstein

Dan Epstein is the Chief Executive Officer of ReSource Pro. After joining ReSource Pro as Vice President of Business Development in 2005, he became CEO just a year later, leading it from a small startup to a company with 3,000 employees in delivery centers in the U.S., China and India. Epstein has degrees from Columbia Business School and the London School of Economics. He served in the military in the Israel Defense Forces, conducted economic research in East Africa, performed international trade work in the U.S. House of Representatives, and recently served as Vice Chair on the board of the World Future Society.

The Future of Insurance Industry Will Not Be Decided by Insurtechs Alone: Viewpoint

Insurtech was once the Wild West of the insurance industry. Many of insurtech’s early players came from outside insurance after observing the industry struggle to deliver what was, in their view, a competitive customer experience. Led by ambitious entrepreneurs from …

Insurtechs Will Not Shape the Industry’s Future Alone

Insurtech was once the Wild West of the insurance industry. Many of Insurtech’s early players came from outside insurance after observing the industry struggle to deliver what was, in their view, a competitive customer experience. Led by ambitious entrepreneurs from …

Improving efficiency and valuation through automation and outsourcing

Revenue growth, the quality of a book of business, the caliber of producers, strategic drivers and the overall level of client service — these are the typical considerations that affect an agency’s profitability and valuation. But one of the most …

Seven tips for successful process outsourcing and boosting productivity

Outsourcing often receives a bad rap, with large corporations using it to reduce staff count, bureaucracy and overhead. However, for small- and medium-sized insurance agencies, outsourcing can be a valuable, even critical, tool to facilitate cost-effective growth and stimulate productivity. …

Seven tips for successful insurance process outsourcing

Outsourcing often receives a bad rap, with large corporations using it to reduce staff count, bureaucracy and overhead. However, for smaller companies, such as small and medium sized insurance agencies, outsourcing can be a valuable, even critical tool to facilitate …

Seven tips for successful insurance process outsourcing

Outsourcing often receives a bad rap, with large corporations using it to reduce staff count, bureaucracy and overhead. However, for smaller companies such as small and medium sized insurance agencies, outsourcing can be a valuable, even critical tool to facilitate …