Client:USI
Industry:Insurance
Region:North America
Impactful innovation: USI's automation journey in the insurance industry
80%
reduction in data entry time in insurance placement
30,000
hours saved annually from automation
20%
faster processing times in carrier payables
Client Overview
Founded in 1994, USI has grown from a single office generating $6.5 million in revenue to a nationwide leader with over $2.7 billion in revenue and more than 10,000 associates across approximately 200 offices. With over 500,000 clients served and more than 150 years of consulting and brokerage experience through its agency partnerships, USI delivers innovative property and casualty, employee benefits, personal risk, and retirement solutions to businesses and individuals. The organization’s strength lies in its collective expertise, operating as one to provide industry-leading services that drive client and community success.
USI achieves 80% faster data processing with UiPath automation
USI deployed UiPath Document Understanding™, UiPath Action Center, and UiPath Apps to gather and organize their data on a larger scale. They also conducted assessments of feasibility and ROI to make sure the workflows they automated gave the utmost value. Specific automations, like one designed for the generation of daily remittance reports, expedited the processing of carrier payables. The UiPath Platform™ was essential in transforming USI's operational structure and allowing their workforce to focus on more impactful work. This inclusion of automation into the long-term strategy prepared USI for continued growth and improved client experiences.
We’ve embarked on RPA, intelligent document processing and Gen AI to bring all of the data that we need to process together. We will have over 25,000 hours saved with automations and I expect that to double next year. With [automation] that’s pulling information from different places and saving a person from doing it.
Outcomes:
Operational efficiency: USI saw a significant improvement in processes, enabling streamlined payment and data entry operations
Reallocation of resources: Automation allows staff to focus on high-value tasks, improving client service and optimizing insurance placement
Improved decision making: Rapid access to consolidated data and insights facilitated enhanced decision making processes, driving strategic business growth
Additional resources:
Gain insights from seasoned professionals and explore how cutting-edge automation technologies can supercharge your organization's efficiency and profitability. Watch the Financial Services Summit from FORWARD + TechEd.
Related case studies
