Supercharging business needs through automation

USI’s automation journey was driven by two primary goals: to unlock data for business intelligence purposes and to accelerate the completion of time-sensitive tasks. Historically, large volumes of data were stored across multiple systems, which were difficult to access without manual intervention. Manually retrieving and organizing this data required extensive time and effort from employees, limiting its potential impact. In addition to data access, USI needed to streamline high-turnaround tasks in backend offices, where delays impacted downstream teams.

Automation emerged as the solution to these challenges, transforming how data is accessed and utilized across departments. By deploying UiPath solutions, including Document Understanding, Action Center, and Apps, USI can now gather and organize data at scale, enabling business intelligence teams to deliver insights faster and more accurately. This shift has reduced the manual labor required for data gathering and enriched the organization’s decision-making process. Similarly, by automating time-sensitive tasks, USI has alleviated the need for short-term staffing spikes, allowing them to optimize staffing based on consistent daily volume rather than unpredictable peaks.

Implementation strategy and support

USI’s automation initiatives gained strong backing from its executive team, with the CIO leading support for a program that tackled immediate departmental needs while building a sustainable framework for future growth. Starting with an array of automation tools—UiPath Document Understanding, Action Center, Apps, and Insights—USI focused on addressing processes with high impact and low effort. This approach, combined with feasibility and ROI evaluations, ensured that each automated workflow generated maximum value. The use of Insights further cemented this focus on high-return projects, providing data on ROI that helps the team continually refine its priorities.

Realized impact and results

The adoption of UiPath has yielded remarkable results across USI’s operations. By automating data access for business intelligence, USI now completes data consolidation and extraction tasks 80% faster, saving significant time each year that would otherwise be spent manually consolidating and extracting data from various sources. Monthly reporting that once took hours is now completed in minutes, giving the organization rapid access to critical information for timely decision-making.

Specific automations have also had substantial impacts on operational efficiency. For example, one automation for generating daily remittance reports and distributing them to the Carrier Payables team helps complete the process 20% faster than before, streamlining payment processes for ACH and wire transfers. Additionally, automating the Cash Receipts process has allowed USI to act as its own lockbox, reducing team overtime and saving 66 hours monthly.

The automation of data entry tasks has also delivered transformative results. For USI’s Insurance Placement team, a new automation process that transfers data to their system of record has saved over 8,000 hours each year. This time is now redirected to high-value activities like helping clients secure optimal insurance placement.

Moreover, by leveraging Insights reporting, USI can assess the financial impact of each automation, ensuring that resources are allocated to the projects delivering the highest ROI. This data-driven approach has refined the team’s focus, reinforcing the value of automation as a strategic enabler across the organization.

Leveraging UiPath Platform™, USI has reshaped its operational landscape, creating efficiencies that drive value and freeing its workforce to engage in more impactful work. By embedding automation into its long-term strategy, USI is positioned to continue its growth while offering clients innovative, data-driven service experiences.

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