Case Study: USI Insurance Services achieves adaptable, automated performance management with Avature

How USI Promotes Adaptability to Enhance Their Performance Management Process

USI Insurance Services, a national consulting and brokerage firm with more than 8,000 employees, faced a time-consuming, spreadsheet-based performance management process that lacked transparency, employee engagement and actionable data. To modernize the workflow, USI partnered with Avature to replace manual spreadsheets with a configurable digital performance management solution.

Avature delivered a phased, feedback-driven implementation that automated core workflows, improved navigation and portal branding, added time-saving features (like copying goals year-to-year), and supported training and live demos. The Avature solution reduced manual effort, increased manager and employee engagement, and gave HR leaders clearer data to act on—enabling greater adaptability (especially during the pandemic) and a move toward continuous check-ins.

USI Insurance Services

Francesca Di Mattia

Corporate Senior HRIS Analyst