Acquired MSP Helix Agency Services was acquired by ReSource Pro in January 2024, presenting an opportunity to cross-sell insurance operations optimization services and technology offerings to a larger combined client base.

Tech Stack Fit Current technology stack centers on cloud and web tools (Microsoft 365, Office 365, DNS management, security certificates) alongside web-enabled forms and Elementor; leverage to propose modernization, data integration, and streamlined agency management system (AMS) enhancements.

Revenue Potential Estimated revenue range of 25 to 50 million positions Helix as a mid-market partner with significant growth potential for advisory services, BPO, analytics, and AMS optimization to scale independent agencies and brokers.

Strategic Alignment Focus on independent insurance agencies and brokers across P C and Benefits aligns with ReSource Pro’s client base; target expansion with production and analytics improvements to boost productivity and profitability.

Growth Potential Headline market dynamics show demand for outsourced operations, data-driven decision making, and technology-enabled process optimization in the insurance sector; position as a partner to capture efficiency gains and client retention for mid-sized agencies.