Case Study: USI Insurance Services shortens sales cycles with Microsoft Surface Pro 3

USI Insurance Services - Customer Case Study

USI Insurance Services, a leading US insurance brokerage, faced a challenge with its mobile sales force. Their salespeople found their issued laptops to be heavy and slow, so they often traveled without them, missing critical access to customer relationship management and risk analysis tools during sales calls. They sought a more portable and effective Windows-based solution from Microsoft to enhance their sales process and modernize their image.

The vendor, Microsoft, provided its Surface Pro 3 device. This solution gave USI's sales team full mobile access to their key applications, including the proprietary Omni knowledge engine. As a result, sales cycles were shortened by up to 25 percent, office sales increased by at least 35 percent in one region, and the company reduced its annual computer shipping and setup costs by $33,000. The Microsoft Surface Pro 3 helped USI close more deals and project a more innovative reputation.

USI Insurance Services

Tim Porreca

Corporate Vice President and Chief Technology Officer