Case Study: USI achieves faster insurance processing with UiPath automation

Impactful innovation USI's automation journey in the insurance industry

USI, a North American insurance brokerage with more than 10,000 associates, needed to improve data processing and operational efficiency as it scaled. UiPath helped the company address time-consuming manual work in insurance placement, carrier payables, and data consolidation by introducing automation across key workflows.

Using the UiPath Platform, including UiPath Document Understanding, UiPath Action Center, and UiPath Apps, USI automated document-heavy and repetitive processes and evaluated workflows for feasibility and ROI. The result was an 80% reduction in data entry time in insurance placement, 20% faster processing times in carrier payables, and about 30,000 hours saved annually, with leadership expecting savings to grow further.

USI

Andrea Simpson

IT Manager