IMPROVED OUTCOMES FOR OUR CARRIER PARTNERS

Our unique approach delivers more profitable growth and operational benefits to our insurance carrier partners. 

PROFITABILITY
  • Customized Insurance Solutions: We develop products that align with your strategic goals while addressing specific market demands.
  • Risk Management Expertise: Our seasoned professionals bring a wealth of experience in risk assessment, mitigation, and monitoring, ensuring our portfolio of solutions remains profitable.
  • Underwriting: The largest carriers/markets in the world trust our people backed by our custom technology with the “pen”.
OPERATIONAL
  • Operational Efficiency: Leveraging advanced technology and streamlined processes, we help you reduce reporting administrative burdens and improve your success.
  • Regulatory Compliance: Aligning on industry regulations, comprehensive compliance support, ensuring our operations meet all your requirements.

CLIENT VALUE PROPOSITION

Our unique approach delivers more profitable growth and operational benefits to our insurance carrier partners. 

Coverages

Personalized Coverage

We take the time to understand clients unique needs and we design custom insurance and risk management solutions to better support their business long-term.
Pricing

Competitive Rates

By leveraging our industry relationships, expertise, risk management, and underwriting, we provide high-quality coverage solutions at competitive rates.
Claims

Claims Support

Our claims teams ensure proper staffing and processes with the expectation of constant improvement to drive optimal outcomes long-term.
Risk Management

Risk Management

We empower insureds in our programs with the tools to be more successful helping them be more informed about running the best business in a dynamic world.

OUR MODEL

We have developed a team that specializes in creating customized niche insurance solutions for various industries.

Shepherd Specialty

Claim Management

We focus on effective claim
management for optimal
long-term outcomes.

Claim Management

Risk Management

Our services include
virtual site surveys, loss
prevention, and disaster
recovery planning.

Risk Management

Carriers/Markets

We partner with top
carriers to ensure long-
term support for clients.

Carriers/Markets
Coverages

Coverages

We provide customized coverage
options and enhancements
tailored to client needs

Underwriting

Underwriting

By combining experience and
technology, we accurately
forecast outcomes and make
informed decisions.

Application Process

Application Process

We streamline applications
to maximize efficiency,
respecting everyone's
time and creating more
opportunities.

Marketing Materials

Marketing Materials

We equip retail agents with
impactful tools to effectively
communicate programs and
attract quality risks.

PROGRAM SUCCESS

Our history of developing custom insurance programs with our partner carriers specific to the needs of many industries goes back to our agency’s inception. By working with carrier partners to design, negotiate, and deliver high-impact insurance packages, we can offer a unique model that consistently exceeds our clients’ and carrier partners’ needs and expectations.

Creating Relationships. Finding Solutions. Protecting You.