AI Automation Report for USI Insurance Services

USI Insurance Services is a leading national insurance brokerage and consulting firm that provides property and casualty, employee benefits, personal risk, and retirement solutions. The company leverages a proprietary technical toolset known as the USI ONE Advantage, which integrates analytics, networked expertise, and local service to deliver customized risk management strategies. USI primarily targets middle-market companies, large enterprises, and high-net-worth individuals across diverse industries. With over 8,000 employees and more than 150 offices across the United States, they are a major player in the insurance brokerage space, focusing on risk reduction and cost savings for their clients.

https://www.usi.com
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Yearly Cost Savings
$1,752,158

potential annual savings

Yearly Time Savings
16,707

hours/year automatable

Processes Analyzed
6

business processes

6
Process Areas
7
Sub-processes
35
Automatable Tasks
0
Fully Autonomous

Your Automation Opportunity

By automating 35 tasks across 7 sub-processes in 6 process areas, you could save approximately 16,707 hours/year and reduce costs by $1,752,158/year.

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Savings by Organization Level

Breakdown of automation potential by role level, with differentiated hourly rates.

👔

Executives

VP, Director, C-Level

Hours/year5,998
Rate$150/hr
Savings$899,753

Roles included:

VP of SalesSales CoordinatorMarketing Coordinator+10
📊

Managers

Manager, Lead, Supervisor

Hours/year4,535
Rate$95/hr
Savings$430,834

Roles included:

Sales Operations ManagerAccount ManagerClaims Manager+3

Specialists

Senior, Architect, Consultant

Hours/year1,172
Rate$125/hr
Savings$146,475

Roles included:

Proposal SpecialistClaims SpecialistPayroll Specialist+1
💼

Contributors

Analysts, Agents, Assistants

Hours/year5,002
Rate$55/hr
Savings$275,096

Roles included:

Sales Development RepresentativeSales AnalystSales Assistant+14

Savings by Role

Benchmarks based on similar Insurance companies in 🇺🇸 United States.

VP of Sales$160,088
CFO$119,700
Director of Business Development$105,570
VP of Client Services$94,275
Account Manager$93,195

Processes Identified

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