Profile
“Being true to who we are is key; we are purely a referral-based business. There is zero marketing or advertising”
Adam Rakowski,
Ortus Financial
Dan Epstein is the chief executive officer of ReSource Pro, where he has led the company’s evolution from a small startup into a global insurance operations and technology partner with more than 12,000 employees across 19 offices on three continents. Under his leadership, ReSource Pro is consistently recognized for delivering operational excellence, precision, and trusted partnership across the insurance value chain.
With a long-standing focus on the future of insurance, Dan previously served as vice chair of The World Future Society. His career spans entrepreneurship in technology, international trade policy, and global field research; these experiences have shaped his belief that insight, automation, and operational intelligence will redefine how insurance organizations compete and create value.
Dan earned an MBA from Columbia Business School and a master’s degree in international relations from the London School of Economics. Considered a leading voice on insurance trends and operational transformation, he has authored industry articles and white papers and speaks frequently as an executive keynote presenter and panelist. From the early days of his career to today, his stewardship of ReSource Pro reflects a steadfast conviction that in a world underpinned by technology and now AI at scale, keeping a high bar for quality, clarity, and human connection remains essential to long-term growth.
60 East 42nd Street Suite 1500, New York, NY 10165
917 667 4294
dan@resourcepro.com
https://www.linkedin.com/in/epsteindan
resourcepro.com
Dan Epstein
Chief Executive Officer
ReSource Pro LLC
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“You can’t control the outcome, but you can always control what version of you turns up every day”
Adam Rakowski,
Ortus Financial
1998–2000
2000–2004
2005–2006
2006–2025
2023–2024
Economic Officer, Commercial Section at Embassy of Israel
1998–2000
Founder and Executive Director at US-Israel Business Exchange
2000–2004
Vice President of Business Development at ReSource Pro
2005–2006
2006–2025: CEO at ReSource Pro
2015 and 2018: Insurance Business America’s Hot 100 List
2006–2025
2023: WSIA (NAPSLO) Intern, President of UFO (WSIA/AAMGA), WSIA Education Foundation Executive Committee
2024: Promoted to President of Binding
2023–2024
Milestones
Milestones
ELITE WOMEN 2024 JUDGE
“You can’t control the outcome, but you can always control what version of you turns up every day,” he says.
While at the helm of a rapidly growing business and a family that includes two young children at home, Rakowski has learned to manage what he calls a “never-ending list of commitments” that consists of a new team member each month, a new interstate office and two to three new referral partners monthly.
“Our business is a human business, so investing genuine time in every person can be draining on a personal level. Balancing it all is a challenge,” he says. “Simply put, do what you say you will do, and act at all times with honesty and integrity, being respectful and empathetic. The financial outcomes are a byproduct of the human interactions we have.”
Attracting, retaining and delivering exceptional client outcomes and service starts with a sincere interest in their journey and remaining relevant to them as their lives and needs evolve, notes Rakowski. He points out that he and his team put in most of the work upfront in building meaningful relationships, which is a testament to its 99% client retention rate.
He says, “We are clear in the types of clients we work best with and our value proposition. We also look for a cultural alignment with all of our referral partners, and we are acutely aware of our strengths and how different we are from our industry peers.”
Rakowski recently opened a Queensland business and plans a foot in every other capital city. He strives to establish the brokerage as a national business with on-the-ground representation in every state by the end of 2025.