Shepherd

“Working with Shepherd on this rolling OCIP for our client streamlined our placement process significantly. The Admitted paper for the primary and excess program was instrumental in making this placement successful. What really impressed me was their remarkable turnaround time - four days from submission to formal proposal. Rather than simply providing coverage, they function as a true strategic partner.”

“We had a competing offer for the same premium on the $10M xs $10M; however, we went with Shepherd because we felt there was likelihood for a long-term relationship as well as incentive for additional premium savings for the client based on Shepherd’s unique technology programs. This client uses certain technology tools to better control their QA/QC programs that dovetail with the Shepherd Savings perfectly.”

“The amount of time spent on the certificate of insurance approval process has been drastically reduced. Shepherd offers current, real-time monitoring of our vendors/subcontractors and compliance. They have established timely alerts advising when attention is needed and streamlined requests for documentation needed from brokers and carriers.”

“Shepherd has created an extensive platform that contains so many features that have made this process easier for us. They accept and appreciate any feedback given and adhere to it. Shepherd has taken our industry needs into consideration and has created an environment based on those needs. They listen to the wants and needs of our company and provide the product quickly and efficiently with exceptional support. Shepherd has proven to be flexible, adaptable, and supportive, time and time again.”

“I am writing to share the benefits that we have experienced since implementing Shepherd Compliance within our organization. Shepherd Compliance has proven to be an invaluable asset, providing us with considerable advantages for our certificate of insurance approval process.”

“Shepherd Compliance has been pivotal in strengthening our compliance practices & enhancing operational efficiency. We are able to move a vendor or subcontractor through the approval process quickly and easily. We are extremely pleased with the benefits it has delivered and we are excited for the future.”

“Shepherd has provided a very efficient and organized system for accessing, sharing & analyzing information. This has provided improved accuracy & consistency within the process. Having the ability to customize & generate tailored reports for our company leaders is a remarkable benefit.”

“The Shepherd Savings program was a key differentiator from competitors, helping the insured find value in their existing technology investments to improve efficiency and safety across project sites. The Shepherd team worked to understand the client's needs and create a specific solution for them. They were responsive and flexible in adjusting program terms when possible. The client was pleased with the package Shepherd put together, particularly given the quick turnaround required.”

“We have deployed Shepherd’s capabilities across construction projects with some of our fastest growing and strategic clients, resounding success for WTW & clients alike.”

“Most valuable was their technology-forward underwriting approach. By recognizing our client's Procore investment through their Shepherd Savings program, they delivered a 15% reduction that validated our client's commitment to technology-enabled risk management. I highly recommend Shepherd to brokers with sophisticated construction clients. They're genuine partners who bring technical expertise and flexibility to project placements.”

“Shepherd exceeded all expectations as the insurance partner for our client's $315M Virginia data center project. Their speed & adaptability impressed us most—delivering a quote within 24 hours which allowed us to work efficiently with our client and demonstrated their commitment to the program. Their flexibility in providing multiple program structure options allowed our client to select the ideal solution. Shepherd's deep knowledge of the project risks and thoughtful evaluation of our client's specific needs made structuring this OCIP a truly collaborative process.”

“The Shepherd team was responsive, creative, and quick to respond which is extremely helpful with a large complex project placement.”

““Working with Shepherd was a fantastic experience”.”

“The Shepherd team provided a quick and competitive quote for additional limits for a new client.”

“I was really impressed with the Shepherd Underwriting and Senior Leadership team taking the time to meet with the client after writing the insured's business. This effort reassured the client they understood their risk and were committed to a long-term partnership.”

“We reached out to Shepherd to participate in a program for a street and road contractor and were thoroughly impressed by their team's expertise and qualifications. Their responsiveness and service made working with them an absolute pleasure, as they operated with incredible efficiency and prioritized the insured's interest by understanding their needs and risk profile.”

“We're thrilled to have secured this placement with the Shepherd team and look forward to growing this relationship for many years to come.”

“Our client also benefited from the Shepherd Savings program, receiving premium discounts for their utilization of Procore. Their commitment to innovative risk management solutions aligned seamlessly with Shepherd's approach, strengthening this valuable partnership.”

“Shepherd's increased capacity on their excess program was exactly what we needed for our client's RCCIP program given the expiring structure. Their established relationship with our client through previous placements, combined with their understanding of the program specifications, made them the ideal partner.”

“The Shepherd team was diligent in building relationships with the Aon team and established a sense of trust and support with the individual team members. It was this relationship and trust that pushed this deal across the line.”

“When Shepherd was able to provide a competitive primary and lead umbrella option, it was the trust and confidence the Aon team had with Shepherd and the individuals within Shepherd that made the difference. With such a loyal client who values their business relationships so strongly, it was Aon’s advocacy of the character, capability, and trust the Aon team felt with Shepherd team that ultimately led the client to break their 20+ year relationship and renew their program with Shepherd.”

“I can say that Chris Bolick was highly responsive throughout the process. He proactively followed up for information to demonstrate a strong interest in the insured. He met our target which was instrumental in securing the 5x5 pricing and finalized a great Excess renewal for the insured. I will definitely think of Shepherd for my future Excess opportunities.”

“The Shepherd team provided multiple limit options as we tried to restructure the primary and excess program to achieve cost savings. While the structure ended up staying the same, Shepherd quoted additional limits that the client decided to purchase to support them as their business grows.”

“Shepherd won the business for two reasons, people and value. The team made themselves available to meet with the client, which was very well received as our client is a relationship buyer and they were able to provide tremendous value by offering multiple layer options at competitive rates with solid coverage. The client is ecstatic with the results and is looking forward to a long partnership with Shepherd.”

“Their expertise, competitive pricing and effective communication differentiate them from the competition. I look forward to expanding the partnership and will continue to recommend Shepherd to clients across the industry.”