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Insurance brokers

USI Insurance Services

USI Insurance Services is an insurance brokerage and consulting firm headquartered at 100 Summit Lake Drive in Valhalla, New York. It places property and casualty, employee benefits, personal risk and retirement programs for commercial clients nationwide, and maintains a named real estate practice alongside verticals for habitational and community associations, construction, hospitality, private equity, public entity and others.

Client work runs through what the firm calls the USI ONE Advantage, which combines its Omni Knowledge Engine, a network of local and national resources, and an enterprise planning process. Omni is built in house by USI subject matter experts and draws on the experience of the firm's client base and acquired agencies to produce specific, actionable recommendations rather than generic program design.

USI began in 1994 with a single office, $6.5 million in revenue and 40 associates. It now reports approximately $3 billion in revenue and over 10,500 associates across nearly 200 offices nationwide, says it has served over 500,000 clients, and counts more than 150 years of consulting and brokerage experience through agencies it acquired. It has been ranked a Top 100 Property & Casualty Agency by Insurance Journal since 2011.

Because service is delivered by local offices, the account team and the carrier relationships behind a real estate program vary by market. Ask which office and which practice leader would handle the account before comparing proposals.

Best for

Owners and managers of commercial, habitational and multifamily portfolios that want a national broker with a local service team for property, casualty, benefits and retirement programs. A single-property owner is usually better served by a local agency.

What they do

  • Commercial property and casualty brokerage
  • Real estate industry practice
  • Habitational and community association programs
  • Construction insurance
  • Employee benefits consulting
  • Personal risk insurance
  • Retirement consulting
  • Affinity and association programs
  • Risk control services

Details

AttributeValue
Team size1,000+ employees

What stands out

  • Began in 1994 with a single office, $6.5 million in revenue and 40 associates.
  • Reports approximately $3 billion in revenue and over 10,500 associates across nearly 200 offices nationwide.
  • Says it has served over 500,000 clients across property and casualty, employee benefits, personal risk and retirement.
  • Ranked a Top 100 Property & Casualty Agency by Insurance Journal since 2011.