USI Insurance Services
100 Summit Lake Drive #400,
Valhalla, 10595, NY,
United States
Valhalla, 10595, NY,
United States
1 914-749-8500
Insurance
USI Insurance Services Technographics
USI Insurance Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by USI Insurance Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10500 USI Insurance Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that USI Insurance Services has purchased the following applications: FIS Integrated Payables for AP Automation in 2019, FIS Relius for Benefits Administration, Pension Administration in 2020, Sage Fixed Assets (formerly FAS) for Enterprise Asset Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems USI Insurance Services is running and its propensity to invest more and deepen its relationship with FIS Global , SAP , Avature or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing USI Insurance Services revenues, which have grown to $2.70 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for USI Insurance Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
USI Insurance Services Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Integrated Payables | AP Automation | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, USI Insurance Services implemented FIS Integrated Payables as a centralized solution for AP Automation, targeting the companys accounts payable workflows and payment orchestration. The deployment was positioned to centralize invoice-to-pay processes and provide a single application for payment initiation, remittance handling, and workflow management using FIS Integrated Payables.
Configuration work focused on core AP Automation capabilities including invoice capture and validation, automated payment scheduling and authorization, exception routing and approval workflows, and reconciliation functions. FIS Integrated Payables was configured to support automated remittance formats and multiple payment methods consistent with enterprise payables operations.
Operational ownership was placed with the finance product management function and IT, aligning the FIS Integrated Payables implementation with USI application governance and its broader finance application portfolio including expense and ERP related tools. The application was operated alongside established finance and treasury workflows, with product management responsibility for application stability, enhancements, and business consulting.
Governance and rollout activities leveraged existing automation governance practices, with IT teams conducting automation assessments, prioritizing process backlogs, and managing delivery through Agile methodology. The program emphasized adherence to the approved Governance Model, coordination between IT and business owners, and integration of the AP Automation toolset into ongoing automation and RPA governance processes.
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ERP Financial | ERP Financial Management |
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2019 | 2020 |
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Expense Management | ERP Financial Management |
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2017 | 2017 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2020 | 2020 |
In 2020, USI Insurance Services implemented FIS Relius to support its retirement plan recordkeeping and administration capabilities. The deployment positioned FIS Relius at the core of USI's Benefits Administration,Pension Administration workflows, extending to client plans such as 401(k), 403b, profit sharing, money purchase, and non-qualified arrangements.
The FIS Relius implementation focused on functional modules for participant recordkeeping, asset reconciliation, plan calculations for eligibility and contributions, processing of distributions and loan requests, and management of forfeitures. Compliance and reporting capabilities were configured to support preparation of IRS Form 5500 and SAR filings, audit package assembly, MRDs, and standard compliance testing including ADP/ACP, Top Heavy, 402g, 410(b), 415 and new comparability tests.
Operational coverage integrated FIS Relius into day-to-day activities of consultant teams and operations leadership, with explicit coordination between Consultants, the Director of Operations, Team Leaders, Compliance, Legal, Producers, and Relationship Managers. The implementation supported client-facing recordkeeping tasks such as timely response to client and participant inquiries, reconciliations of trust and participant account balances, and participation in plan design and transition meetings.
Governance around the platform included peer review processes, mentorship and oversight for junior staff, use of checklists for transitions and deadlines, and tracking spreadsheets for projects and non-core TPA services to ensure accurate invoicing and service billing. Configuration choices emphasized alignment with USI Consulting Group operational practices for recordkeeping and compliance services, and the FIS Relius application was embedded as the principal system supporting those business functions.
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Candidate Relationship Management | HCM |
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2018 | 2018 |
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Core HR | HCM |
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2020 | 2020 |
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Core HR | HCM |
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2021 | 2021 |
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Employee Engagement | HCM |
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2020 | 2020 |
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Employee Recognition and Rewards Management | HCM |
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2021 | 2021 |
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Learning and Development | HCM |
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2018 | 2018 |
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Payroll | HCM |
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2021 | 2021 |
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Performance and Goal Management | HCM |
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2019 | 2020 |
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Succession and Leadership Planning | HCM |
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2018 | 2018 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Fixed Assets (formerly FAS) | Enterprise Asset Management | ERP Services and Operations | n/a | 2019 | 2020 |
In 2019, USI Insurance Services implemented Sage Fixed Assets (formerly FAS) as its Enterprise Asset Management system. The deployment targeted corporate finance and treasury, centralizing fixed asset accounting workflows that support multiple regions and periodic reporting cycles.
Sage Fixed Assets was configured to manage standard asset lifecycle functions including additions and disposals, monthly depreciation posting, intangibles amortization, prepaid expense scheduling and amortization, and month-end rollforwards. The implementation included recurring journal entry configuration, automated monthly depreciation runs, and structured monthly, quarterly and yearly general ledger account reconciliations tied to balance sheet rollforwards and property tax schedules.
Operational integrations were aligned with the broader financial stack, with Sage Fixed Assets operating alongside SAP, Concur, Sagitta and the enterprise ERP environment, and interfacing with the corporate banking systems used for treasury operations. General ledger posting processes and monthly JE preparation flowed from Sage Fixed Assets into the corporate GL, and bank reconciliations and daily treasury funding activities were coordinated with the corporate banking system and Citrix ICMS platform where used by finance staff.
Governance centered on scheduled reconciliations, reconciliation review and approval workflows, recurring entry control, and documented rollforward procedures for fixed assets and prepaid schedules. Month-end processes included preparation and posting of recurring entries, reclasses and accruals, with treasury controls for EFT approvals and region-specific GL posting ownership maintained through corporate accounting procedures.
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Insurance ERP | ERP Services and Operations |
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2017 | 2017 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Warehouse | Analytics and BI |
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2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2019 | 2019 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2015 | 2015 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2018 | 2018 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2015 | 2015 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2018 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Test Automation Platform | PaaS |
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2014 | 2014 |
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Test Automation Platform | PaaS |
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2014 | 2014 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Data Warehouse Appliance | IaaS |
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2018 | 2018 |
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SD-WAN | IaaS |
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2022 | 2022 |
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SD-WAN | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Next Generation Firewall | CyberSecurity |
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2022 | 2022 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Security Information and Event Management (SIEM) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at USI Insurance Services
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by USI Insurance Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from USI Insurance Services IT executives and key decision makers. This section highlights USI Insurance Services's latest recorded technology evaluations, including Amazon DynamoDB for Database Management on 2026-01-22, OpenGov Procurement for Procurement on 2025-10-13, and IBM Maximo for Enterprise Asset Management on 2025-09-12. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the USI Insurance Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD USI Insurance Services Technographics
USI Insurance Services is a Insurance organization based in United States,
with around 10500 employees and annual revenues of $2.70 billion.
USI Insurance Services operates a diverse technology stack with applications such as
FIS Integrated Payables, FIS Relius and Sage Fixed Assets (formerly FAS),
covering areas like AP Automation, Benefits Administration, Pension Administration and Enterprise Asset Management.
USI Insurance Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as FIS Global and Sage.
USI Insurance Services recently adopted applications including
FortiManager in 2022, Fortinet SD-WAN in 2022 and Fortinet FortiGate NGFW in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of USI Insurance Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates USI Insurance Services’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete USI Insurance Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.