Case Studies
$11M Clinic Expansion Project in California

$11M Clinic Expansion Project in California


Insured Profile

  • Project-Specific JV

  • Clinic expansion project in California

  • 16-month project


  • $10m x 10m x P project excess liability policy

Working with Shepherd

This submission was sent to Shepherd with a request for a quick turnaround to meet the imminent project start date. We provided an indication within 1 business day and our formal quote the next afternoon. With some final updates to the project timeline that required proposal revisions, we bound the policy shortly thereafter.

Why We Won

Our team was able to work closely and quickly with the broker to secure the additional limit that the client needed in order to meet their contractual requirements for this project. Our speed and efficiency during the process helped the broker meet the target timeline.

Underwriting Profile

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Lindsay Plotkin

Lindsay Plotkin

Underwriting Lead

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