USSI's overwhelming success is attributed to providing all of our clients with a comprehensive turnkey solution. We accomplish this by coupling and delivering our professional services with each and every software deployment. At USSI, we believe it’s important you choose an experienced and reliable solutions partner.
Assessing business and operational requirements is imperative in ensuring the overall success of our insurance software deployments. Our expert team here at USSI will begin with discussing the wants and needs of each department within your organization. This initial process includes:
Initial introduction of your team to our USSI Insurance Specialists
Scheduled meetings with each of your department heads to discuss requirements and current pain-points
Documenting in detail the communicated requirements for review and acceptance by the client; and
When requested, an onsite visit to further assess scope and environment
After fully understanding and assessing our clients' requirements, USSI will establish and assign a team of USSI Implementation Specialists to formalize a plan to carry out all objectives. During our initial project planning meeting, our team will present this detailed document and plan which establishes:
All functionality requirements set forth by the client
Implementation timelines with milestones and estimated completion dates
Data and other informational requirements needed by the client to proceed
Initial user training and "go live" expectations and goals
Whether our client has chosen to deploy our insurance administration solutions via our Software as a Service ("SaaS") model, or has an existing in-house hardware platform, USSI's Implementation Specialists will handle all aspects of software installation and configuration. These services typically include:
Software installation and secure environment setup on servers located at USSI's Secure Data Center for SaaS deployments
Installation and setup of software at the clients' site when the client elects to deploy utilizing an internal hardware platform
Connectivity and network configuration and testing
Initial security and user profile setup
Configuration of Electronic Data Interface ("EDI") transaction points
At USSI, we understand that your organization has specific requirements allowing you to remain competitive in the insurance industry. Although most clients will find our solutions to be incredibly robust and offer all the features and functions necessary to manage their entire book of business, we offer full customization services that ensure your requirements and vision are carried out through the deployment of advanced functionality and technology.
Software solutions should be implemented in a way not to disrupt your workflow or productivity, but to enhance and accelerate the ways in which you work.
During USSI's requirements assessment, we will discuss the various internal software components that are mission critical. In most cases, USSI's software solutions replace disparate software products that have a singular purpose. In the event that mission critical software is identified outside the scope of our software offerings, the USSI Implementation Specialists will go to work ensuring seamless integration. Here are a few examples of software platforms and products that we have experience integrating with:
Existing accounting platforms such as QuickBooks, and Quicken
External Customer Relationship Management ("CRM") platforms such as SalesForce, Freshsales, and Zoho
Electronic signature capture platforms such as DocuSign, Adobe, and PandaDoc
Online payment processing platforms such as Square, PaymentCloud, and Stripe
When moving from a legacy system, USSI understands the importance of a complete and successful data conversion. With a 100% success rate, our team understands conversions. During the project planning phase for all deployments, the USSI Implementation Specialists in coordination with the client, will identify all data elements required. These data elements typically include:
All policy, riders, groups, members, and plan data
History including claims, accounting, and notes
Agent information and commission structures
All accounting and general ledger transactions
Electronic document images and indexing information
After deploying and implementing one of our many insurance solutions, the next step is comprehensive training for your users. USSI Account Specialists work hard at ensuring that all users are comfortable with the functionality of the system and are always available to answer questions. Typical training services provided are:
Online training with face-to-face video capability
Model office with simulated operational scenarios
Training and assistance with plan and benefits setup
Assistance with basic and advance commissions setup
After training and during the final stages of project implementation, additional product and plan configuration, and general setup may be necessary. Rest assured that your USSI Account Specialist is available to assist and provide additional support for complex and advanced setup requirements. Additional configuration and setup requests include:
Configuring of complex product and plan types
Setup of multi-tiered agent commission structures
Design and production of unique documents, and report types
Setup of peripherals such as scanners, printers, and mobile devices
Building stronger relationships through education. Ensuring that our clients are empowered by providing consistent and ongoing education is one of the many keys to our success. When challenges arise, USSI's clients can count on reaching a dedicated USSI Client Representative, not an automated phone service. Here are just a few examples of client provided support and educational offerings:
Speak directly with your assigned USSI Client Representative
Deployment of screen sharing tools for simplified communication
Online knowledge base and client support portals
Webinars announcing new products and updated software features
USSI sponsored user group meetings and conferences
Request informationThe USSI Business Development Team would be happy to compile and forward you a customized informational package based on your interests.
Want to learn more about us?
With over 43 years of experience in the insurance software industry, we are proud of our company, our software solutions, our services, and our team.
Contact usWe would love to hear from you. Find information on contacting our team members directly, or just send us a quick message or request.