USI Insurance Services Tech Stack

Global insurance brokerage serving mid-market and enterprise risk management

Insurance Valhalla, NY 10,001+ employees Founded 1994 Privately Held

USI is a 10,500+ person insurance brokerage operating across ~200 offices globally, with a sales-heavy org (967 active sales roles) focused on new business acquisition and client retention. The tech stack reveals a traditional enterprise foundation (SAP, ServiceNow, Salesforce, SQL Server, Power BI) with emerging front-end modernization (React, TypeScript, .NET), suggesting infrastructure investment alongside digital sales and enrollment tooling.

Tech Stack 56 technologies

Core StackSwift SAP Power BI Cisco ServiceNow ADP Salesforce SQL Server Tableau React TypeScript .NET Vite Redux Microsoft Office Word Excel PowerPoint Webex Adobe Outlook Articulate 360 Camtasia SQL SQL Server Reporting Services Citrix Analysis Services Material-UI RTK Query Azure SQL Database+25 more

What USI Insurance Services Is Building

◆Challenges

Driving new business sales
Acquiring new small business clients
Retaining small business clients
Enrollment and billing issues
Avoiding coverage lapses
Acquiring high net worth clients
Client retention and growth
Growing existing client revenue
Cross-selling referrals
Expanding new business

▲Active Projects

Employee communications for renewal changes
Technology and workflow placement tools rollout
Sales and marketing strategy development
Plan modeling
Develop new loss control strategies
Deploy sales and marketing strategies
Recruiting and hiring producers
Proposal development for personal risk management clients
Risk management insurance program design
Convert dc plans to usicg platform

Hiring Activity

Steady1,400 roles · 460 in 30d

Department

Sales

967

Marketing

201

Ops

Finance

Support

Insurance

Data

Seniority

Mid

615

Senior

518

Junior

110

Lead

Manager

Staff

Director

Notable leadership hires: Commercial Lines Lead, Team Lead, Commercial Lines Team Lead

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About USI Insurance Services

USI provides insurance brokerage and consulting services across property and casualty, employee benefits, personal risk, program and retirement solutions. The client base ranges from large enterprises and mid-market companies to smaller firms and individuals across the United States, India, and Peru. The company operates through a networked model connecting over 10,500 professionals across approximately 200 offices. Current focus areas include new producer recruitment, sales and marketing strategy execution, technology platform consolidation (DC plan migration to proprietary systems), and enrollment and billing process improvements.

HeadquartersValhalla, NY

Company Size10,001+ employees

Founded1994

Hiring MarketsUnited States, India, Peru

Frequently Asked Questions

What is USI Insurance Services' tech stack?

Core infrastructure: SAP, SQL Server, ServiceNow, Salesforce. Analytics: Power BI, Tableau, Analysis Services. Front-end: React, TypeScript, .NET with Material-UI. Productivity: Microsoft Office suite, Adobe, Cisco, Citrix, ADP, Webex.