Insured Profile

• Mechanical contractor specializing in HVAC, plumbing, and piping

• Headquartered in Pennsylvania

• Operations in OH, PA, and NY

Placement

• Contractor practice program

• $5M lead umbrella

Working with Shepherd

We received the initial submission for this contractor’s upcoming practice program renewal with a request for a lead umbrella placement. We provided our initial indication within 5 hours and finalized pricing, terms, and conditions less than 24 hours later. This allowed the broker to use this layer for pricing the remainder of the excess tower.

Why We Won

Unexpected changes to the insured's lead umbrella policy had the broker searching for alternative solutions shortly before the renewal. Shepherd’s ability to respond quickly to meet the insured’s coverage needs with a competitive premium lead to a binder and a strong broker partnership.