Case Studies
$20M Plumbing and HVAC Contractor in New Jersey

$20M Plumbing and HVAC Contractor in New Jersey


Insured Profile

  • Contractor specializing in plumbing and HVAC

  • Headquartered in New Jersey

  • Operations in New Jersey


  • Contractor practice program

  • $10M x $10M x P follow-form excess liability policy

Working with Shepherd

This submission was sent to Shepherd for an upcoming renewal. This program was initially bundled with another entity’s excess program; however, this was unbundled for the 2023 term. Our team was able to quickly turn around an immediate indication and formal proposal within 1 business day.

Why We Won

Our team's expertise in promptly reviewing and comprehending the new program structure and the insured's requirements allowed us to offer a swift proposal to the broker, which was essential to meet the client's timeline. Our flexibility, responsiveness, and clear communication with the broker were key factors that helped us secure our placement in the tower.

Underwriting Profile

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Chris Bolick

Chris Bolick

Underwriting Lead

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