"Shepherd’s technically focused underwriting approach benefits construction clients broadly, especially those who’ve received less favorable treatment from the market due to their risk classification alone. Well performing risks are underwritten on their individual merits, exposures and loss experience. Shepherd leverages well known construction technologies, that our construction clients already use, to further their ability to gain insight and more effectively underwrite a risk. The flat underwriting management structure at Shepherd enables proactive communication and consistent messaging around new business appetite and renewal goals. It's always a pleasure to work with Shepherd, the vibrancy and tenacity of their teams shines through everything they do. "
Premier contractor in the power and fiber industries
Headquartered in Ohio
Operations in 18 states
Contractor practice program
$5M lead umbrella
This submission was sent to Shepherd via internal referral referencing our speed and efficiency on prior accounts. We provided an initial indication for this account within one business day and subsequent quote less than 24 hours after receiving the underlying details. We activated Casualty Pro immediately and this data was crucial during our underwriting.
The insured demonstrated a strong loss history and commitment to technologies such as Procore and Samara (telematics) as tools for improved loss control. We worked directly with the insured to explain our Casualty Pro offering, including a phone call with the Chief Risk Officer and Chief Information Office, and they activated it immediately; which benefited their quote. We provided timely updates throughout the quoting process to ensure we met all requested timelines.
Underwriting Profile
$5M Umbrella
Shepherd Savings Partners
Underwriter
Chris Bolick
Underwriting Lead
More Case Studies
$726M General Contractor in Connecticut
Quota share $10 p/o $25M excess liability policy for contractor practice program
$400M General Contractor utilizing Savings & AI Compliance
$10M excess liability policy for contractor practice program
Shepherd’s Strategic Distribution Approach Secures Lead Umbrella for Heavy Construction Contractor
$8M lead umbrella for contractor practice program
Any appointed broker can send submissions directly to our underwriting team
