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Why USI
About USI
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USI Holdings

About USI

Strategy


"Bringing your program to a successful conclusion."

About USI
About USI
Overview
Strategy
Management Approach

USI's strategy is to be the preeminent distributor of financial services and property and casualty (P&C) insurance to middle market U.S. businesses.

USI was built from inception to be a fully integrated provider of insurance-related financial services and property and casualty insurance to the middle market.

USI is known for:

  • Providing exceptional products and services
  • Offering linked solutions to protect and grow clients' assets with insurance, risk management, financial management, employee benefits and asset management programs
  • Balancing its national distribution strength with specialized products
  • Maximizing the value of the total client relationship
  • Strong market relationships
  • Secure preferential treatment from large insurance carriers and other providers of financial services to obtain:

    • Proprietary products
    • Preferred pricing
    • Enhanced compensation
    • Recruiting top caliber producers and managers
USI firms are characterized by:
  • A strong regional franchise name
  • Specialized areas of expertise
  • A history of growth and good future prospects
  • Strong management
  • Strong market relationships
  • Broad financial services capabilities
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