USI
USI, Inc.: A leading US-based insurance broker offering comprehensive risk, retirement, and insurance solutions.
Founded
1994USI, Inc.: A leading US-based insurance broker offering comprehensive risk, retirement, and insurance solutions.
USI differentiates through the USI ONE Advantage, a platform that integrates analytics, planning, and execution tools so clients can quantify the financial impact of risk and benefits decisions. The platform standardizes how local offices deliver national practice expertise to each account.
The firm also applies its PATH risk-control process, a structured method for identifying and mitigating loss drivers that is typically associated with much larger brokers. Local service teams supported by centralized analytics allow USI to compete on both attentiveness and technical capability.
Source: usi.com
USI publishes annual market outlooks for property and casualty and for employee benefits, together with a benefits benchmarking study, giving clients forward guidance on pricing, capacity, and plan-design trends. These publications position the firm as a recurring voice on insurance market cycles rather than a transaction-only intermediary.
The brokerage landscape is consolidating, and Aon plc has signed a definitive agreement to acquire USI from KKR and other shareholders in a transaction valued at $17.0 billion expected to close in the fourth quarter of 2026. Absorption into a global broker would broaden client resources while reshaping the independent mid-market segment USI has long served.
Source: usi.com
USI delivers insurance brokerage and consulting services organized around four operating areas: commercial property and casualty, employee benefits, personal risk, and retirement consulting. Client work combines placement with insurance carriers, program design, claims advocacy, and compliance support.
Retirement consulting is provided through the USI Consulting Group division in Glastonbury, Connecticut, which offers defined contribution plan consulting, actuarial services, and investment fiduciary support for plan sponsors. The division draws on more than fifty years of combined consulting experience serving retirement plans.
Source: usi.com