Chip Schelhorn Auto Dealers Testimonial Book

Property & Casualty Insurance Brokerage Services &

Risk Management Consulting

Carlton “Chip” Schelhorn

CLIENT TESTIMONIALS

What Clients are Saying…

J. Thomas Sheehan USI Insurance
President, Sheehan Buick GMC, Sheehan Services
Cadillac
“USI Insurance Services and Chip Schelhorn have become an USI is a leading local and
integral partner of our winning team for the past 20 years. national insurance brokerage
They assist us in identifying exposures to loss and then and consulting firm, delivering
develop effective strategies to eliminate and control those property and casualty,
exposures. They continually secure the most cost effective employee benefits, personal
Insurance program to help us to improve our overall risk and retirement solutions
insurance costs. Chip and his USI team are great partners for throughout the United States.
Sheehan!” Headquartered in Valhalla,
New York, USI has over $1.0
Charles A. Schumacher billion in revenue, employs
Schumacher Auto Group, President more than 4,400 professionals
Chip Schelhorn who is a Senior Vice President with USI and operates out of 140 local
Insurance Services LLC has been working with the offices serving every state.
Schumacher Auto Group since 1997. Chip has been very
instrumental in implementing a risk management process USI has become a premier
which lowered our exposures to loss and decreased our insurance brokerage and
claims. Chip has consistently shown his expertise and consulting firm by leveraging
knowledge of our industry and has designed a the USI ONE Advantage®, an
comprehensive insurance program with very competitive interactive platform that
premiums which has had a positive impact to our bottom integrates proprietary and
line. We consider Chip a true business partner and is part of innovative client solutions,
the Schumacher Family.” networked local resources and
enterprise-wide collaboration
Mary Jo Tierney to deliver customized results
Sunrise Ford with positive, bottom line
Sunrise Ford and Chip Schelhorn, of USI Insurance Services, impact. USI attracts best-in-
have been doing business for more than 15 years and he class industry talent with a
has done an exceptional job explaining our insurance policy, long history of deep and
making sure we get the best pricing and helping us reduce continuing investment in our
claims. local communities.

As our dealership has grown over the years, Chip has made www.usi.com
sure our coverage matches our needs. His staff has also
proven to be very efficient in processing claims and keeping 500 Columbia Drive, Suite 102
us updated on the progress of resolving them. West Palm Beach, FL. 33409

I would highly recommend Chip. I have always found him to 561-693-0500
be accessible, informative and very attuned to what
coverage best suits Sunrise Ford Co.

www.USI.com

Property & Casualty | Employee Benefits | Personal Risk | Retirement Consulting

CLIENT TESTIMONIALS

What Clients are Saying…

Mr. James Linus The USI ONE Advantage®
Linus Cadillac Buick GMC
What truly distinguishes USI as a
"We have entrusted our Business Insurance Program to leading middle market insurance
Chip Schelhorn of USI Insurance Services. LLC for the past brokerage and consulting firm is
fourteen years, Chip has consistently the USI ONE Advantage, a game-
Delivered strong business solutions to control our changing value proposition that
exposures to loss I strongly Recommend Chip Schelhorn to delivers clients a robust set of
any business seeking a knowledgeable insurance Broker risk management and benefit
that places your business first." solutions and exclusive
resources with financial impact.
L INCOLN USI ONE® represents Omni,
Network, Enterprise—the three
September 21, 2017 key elements that create the USI
ONE Advantage and set us apart
Chip Schelhorn, of USI Insurance has been providing the family of Al Packer Ford from the competition.
and Lincoln dealerships various insurance coverage's for over ten years. During
the course of our relationship with Chip he has always provided the most Market Leverage
professional of service from the yearly quoting process through customer service USI views design and control of
when questions or claims arise. His support staff is invaluable in answering risk as equally important to
questions and concerns throughout the year. market choice. Our size and
volume of business placed
Chip can always be counted on to bring the most competitive quotes to the allows us broad access to
renewal process. He presents an array of valuable coverage packages and custom individual insurers and effective
tailors them based on our needs and preferences. He is quite knowledgeable and access to insurance company
a real pleasure to deal with each year during the renewal process. decision makers.
USI has the scope to reach any
Al Packer Ford Lincoln and Al Packer Ford West look forward to a continued insurance company in the world.
relationship with Chip Schelhorn and his team. Our market access is
tremendously broad, including
Best of luck in growing your customer base Chip and please feel free to use our access to a host of domestic
dealership as a reference for prospective new business. carriers as well as access to
London, Bermuda, and European
Sharron Chasteen underwriters. While we use
Controller wholesale brokers where
Al Packer Ford Lincoln required, and/or when use of a
Al Packer Ford West wholesaler makes sense for our
client, we place the majority of
www.USI.com our clients directly with insurers.
The same team that evaluates
Property & Casualty | Employee Benefits | Personal Risk | Retirement Consulting and processes the information to
create the agreed structure
carries the process through to
the end.

500 Columbia Drive, Suite 102
West Palm Beach, FL. 33409

561-693-0500

History / Ownership

Carlton “Chip” Schelhorn USI was founded in 1994.
Senior Vice President
USI Insurance Services Over the past two
500 Columbia Drive, Suite 102
West Palm Beach, FL 33409 decades—through both
561-693-0500
[email protected] sustainable, organic growth

My Specialties: Franchised Auto Dealer Industry programs, and a series of strategic
Distribution and Retail industries, exposed commercial real
estate, D&O, EPL, Cyber, etc. acquisitions—USI has

To learn more about USI, our capabilities, and our become a leading insurance
resources, please contact me at 561-693-0476 or
[email protected] brokerage nationwide. We

USI has a fundamentally different approach to risk are the 3rd largest privately-
management consulting.
held independent insurance
Our platform, USI ONE Advantage®, integrates real time
comprehensive analytics with a locally based, nationally broker in the United States
networked team of experts to deliver meaningful financial
savings. and the 10th largest

Rather than outsource or have one national location, USI brokerage firm in the world.
employs experts that are accessible and nimble to deliver
customized solutions including: Statistics Overview

• Complex Property USI is the 3rd largest
• Casualty Analysts
• Builders Risk privately owned broker1 and
• Wrap up programs
• Surety Bonds the 10th largest insurance
• D&O, E&O, Professional Liability
• Workers Compensation broker in the world.2 We
• Stock through put/cargo
• Cyber are the 6th largest benefits
• Claims/Loss Control
broker ranked by global
www.USI.com
benefits revenue.3 USI is the
Property & Casualty | Employee Benefits | Personal Risk | Retirement Consulting
5th largest privately held

personal risk broker and 4th

largest privately held

commercial lines broker in

the U.S.4 We are the one of

the largest affinity program

providers in the U.S., a top

10 retirement consulting

firm5 and the largest

employee benefit

wholesaler in the Northeast

tristate area.6 USI is also the

3rd largest privately-held

independent

property/casualty insurance

agency7 and has been

recognized for its corporate

social responsibility and

employee communication

initiatives by the Insurance

Marketing Communications

Association Showcase

Awards.

500 Columbia Drive, Suite 102
West Palm Beach, FL. 33409

561-693-0500