USI Insurance Services, LLC

USI Personal Risk Services offers dedicated individual risk management consulting from the collaborative effort of 200+ personal risk professionals nationwide. As one of the nation’s largest privately held personal risk brokerage firms, USI’s expertise provides protection across the economic spectrum serving individuals, families, emerging wealth and Family Offices. Our multi-year strategic process evaluates short and long term impact to the personal wealth of our clients. We are focused on ...read more
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This information provided by USI Insurance Services, LLC

Who We Are

From many great individuals USI has become one unique industry leader. USI began in 1994 with a single office of $6.5 million of revenue and 40 associates. Today, USI is approaching $2 billion in revenue with more than 6,000 associates in over 150 offices across the country.

Our Capabilities

USI has served over 150,000 clients meeting their property & casualty, employee benefit, personal risk and retirement needs nationwide. We have more than 100 years of consulting and brokerage experience through our acquired agencies, with local offices dating back in their communities as far as the late 1800s. USI combines industry leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting edge solutions so our clients can continue to invest and grow.

What's Special About Us?

The USI ONE Advantage®

Our Approach to Delivering Client Solutions

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition.

Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have positive economic impact.

See the Glossary for definitions of these metrics.

This information provided by USI Insurance Services, LLC

See the Glossary for definitions of these metrics.

This information provided by USI Insurance Services, LLC

Info

Data as of: 
Saturday, June 1, 2019
Year Established: 
1994

Stats

Size of business: 
$2 Billion
Average client investable asset size: 
$10,000,000
What are the primary generations your firm serves?: 
G1
G2
G3
G4
G5+
Do you offer governance services?: 
No
Total number of full-time employees: 
6 000
Do you offer services related to philanthropy?: 
No
Do you offer trustee services?: 
No
Number of office locations: 
150

See the Glossary for definitions of these metrics.

Company Materials

PDF icon Automobile Risks.pdf
PDF icon Disaster Planning.pdf
PDF icon Excess Liability.pdf
PDF icon Filing Claims the Right Way.pdf
PDF icon Flood.pdf
FOX Knowledge Center Contributions: 

2024 Commercial Property and Casualty Market Outlook

Tuesday, January 9, 2024

2024 Employee Benefits Market Outlook

Tuesday, January 9, 2024

2023 Employee Benefits Market Outlook

Wednesday, January 4, 2023

2023 Commercial Property and Casualty Market Outlook

Tuesday, January 3, 2023

2022 Commercial Property and Casualty Market Outlook

Thursday, June 2, 2022

2022 Employee Benefits Market Outlook

Monday, May 9, 2022

Guarding Against Identity Theft

Friday, September 21, 2018

Safety Checklist: Hosting Social Events

Thursday, September 20, 2018

Checklist for Overseas Travelers

Wednesday, September 19, 2018

Links to Additional Company Resources: 
Jim Kane - National Practice Leader

Contact

Christine Schmidt
Midwest Personal Risk Practice Leader
262.424.8082
Company Website

Headquarters

Headquarters: 
100 Summit Lake Drive Suite 400
Valhalla  New York  10595
United States

Other Office Locations

Other Office Locations: 
USI has over 150 offices Nationally.

Category

Category: 
Insurance Services

Advisor Type(s)

Advisor Type(s): 
Insurance Broker - P&C
Insurance Providers - Brokers

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