Strategic Growth USI acquired Chapman and Chapman, Inc. and now operates as part of a large, global insurance broker with substantial revenue and a broad client base. Sales opportunity: position complementary capabilities to expand cross-sell across P&C, employee benefits, and risk management services to Chapman and Chapman clients and related mid-market targets.

Technology Enablement USI leverages a modern tech stack (Databricks, DBT, Adobe Experience Cloud, Microsoft SQL Server, HubSpot, etc.) to deliver data-driven client solutions. Sales opportunity: offer advanced analytics, digital engagement, and data integration services to optimize underwriting, pricing, and client communication for Chapman and Chapman and similar firms.

Growth Potential With a multi-office, large professional network and a stated aim of local to international client support, there is potential to upsell specialized programs, multinational risk management, and executive benefits for growing mid-market and larger clients already served by USI.

Market Position USI is positioned as a top-tier brokerage with a broad footprint and strong growth trajectory, evidenced by rapid expansions and notable acquisitions. Sales angle: align with Chapman and Chapman prospects seeking scale, integrated solutions, and access to a national or international brokerage network.

Knowledgeable Talent The firm emphasizes attracting talent and community investment, suggesting a customer-facing value proposition centered on service quality, continuity, and risk advisory excellence. Sales touchpoint: highlight dedicated relationship managers, continuity planning, and enhanced service levels to reduce client churn and increase portfolio value.