Case Study: USI Insurance Services achieves 25% shorter sales cycles and higher close rates with Microsoft Dynamics 365

With Microsoft Surface Pro 3 insurance salespeople close more deals

USI Insurance Services, a national insurance brokerage with 4,400 employees and 140 U.S. offices, faced a problem: its 1,500 mobile salespeople often left heavy, slow laptops behind and couldn’t run Windows-based tools like the Omni knowledge engine and Microsoft Dynamics CRM during customer meetings, limiting onsite risk analysis and client engagement.

USI replaced laptops with Microsoft Surface Pro 3 devices, deployed and preconfigured by partner PCM for 24–48 hour delivery, enabling reps to run Omni, Dynamics CRM, and Office 365 in the field. The change shortened sales cycles by up to 25%, boosted productivity (saving 1–2 hours per day for some reps), helped increase sales in some offices (one reported a 35% rise), and reduced training shipping and setup costs by about $33,000 annually.

USI Insurance Services

John Mann

Senior Vice President, Business Development