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Why USI
About USI
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USI Holdings

About USI

Strategy


"The power of connectivity through integrated insurance and financial services."

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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