"## Contractor Profile\n\n* General Contractor \n* Headquartered in Connecticut\n* Compliance requirements for vendors and subcontractors\n\n## Results from Shepherd Compliance\n\nSince implementing Shepherd Compliance, O&G has experienced substantial improvements in their operational efficiency and compliance practices. The certificate of insurance approval process has become streamlined and less time-consuming, allowing the company to focus on core business activities.\n\nAdditionally, the use of Shepherd Compliance was considered during their renewal with Shepherd. Shepherd offered premium savings to the client for their investments in construction technologies focused on making them safer and more efficient, including Shepherd Compliance.\n\n## Background\n\nO&G Industries is a diversified and vertically integrated provider of construction services and products throughout the Northeast. Ensuring compliance and maintaining insurance documentation is a critical aspect of their safety operations. \n\nAs a Shepherd policyholder, O&G has free access to Shepherd Compliance, an AI-powered certificate and endorsement management platform. As a part of this offering from Shepherd, usage of the platform would be considered during the underwriting of their renewal and would result in premium savings due to their investments in the platform. \nPrior to implementing Shepherd Compliance, O&G utilized a manual process, including spreadsheets, data entry, and email/phone to request, review, and maintain the required documentation of their vendors. This process could be timely, prone to error, and lacked real-time monitoring and reporting capabilities. \n\n<section class=\"compliance\"></section>\n\n## How it came together\n\nO&G decided to adopt Shepherd Compliance to streamline the certificate of insurance approval process and enhance their compliance practices. Throughout the onboarding process, the Shepherd team worked closely with Gracie Driscoll, O&G’s Claim Manager, to implement a workflow tailored to their needs, including:\n* Customized requirements for different vendor types\n* Automated review to confirm coverage limits \n* Endorsement detection for coverage forms, such as Additional Insured, Waiver of Subrogation, Primary and Noncontributory, and more\n* Communication with vendors and subcontractors for certificates, endorsements, and renewals\n* Proactive renewal notifications \n* Comprehensive reporting on the status of vendor compliance\n\nThe key benefits they experienced with Shepherd Compliance:\n\n* **Enhanced Compliance**: With real-time monitoring and timely alerts, O&G can proactively address compliance issues, reducing the risk of non-compliance and potential downstream effects. \n* **Time and Efficiency Gains**: By automating the approval process, Shepherd Compliance has significantly reduced the time and effort required for approving vendors and subcontractors.\n* **Improved Accuracy and Consistency**: The centralized platform and comprehensive reporting capabilities have enhanced the accuracy and consistency of the review process, minimizing errors and providing better visibility to their vendors and subcontractors, as well as our internal teams.\n* **Premium Savings**: At their time of renewal, Shepherd provided premium savings due to strong adoption of the platform and efforts to enhance their compliance workflows. \n* **Adaptability and Responsiveness**: Shepherd Compliance actively seeks and incorporates customer feedback, ensuring that the platform evolves to meet the changing needs of the contractor and industry. \n* **Exceptional Support**: Shepherd Compliance provides outstanding support, ensuring that O&G can leverage the platform's capabilities to the fullest.\n\nMoving forward, O&G is excited about the potential for further enhancements and innovations from Shepherd Compliance. The company plans to continue leveraging the platform's capabilities to maintain a competitive edge and ensure robust and innovative compliance practices.\n\n\n\n## Customer Testimonial\n\n> \"I am writing to share the benefits that we have experienced since implementing Shepherd Compliance within our organization. Shepherd Compliance has proven to be an invaluable asset, providing us with considerable advantages for our certificate of insurance approval process.\n> \n> Shepherd has created an extensive platform that contains so many features that have made this process easier for us. They accept and appreciate any feedback given and adhere to it. Shepherd has taken our industry needs into consideration and has created an environment based on those needs. They listen to the wants and needs of our company and provide the product quickly and efficiently with exceptional support. Shepherd has proven to be flexible, adaptable, and supportive, time and time again.\n> \n> The amount of time spent on the certificate of insurance approval process has been drastically reduced. Shepherd offers current, real-time monitoring of our vendors/subcontractors and compliance. They have established timely alerts advising when attention is needed and streamlined requests for documentation needed from brokers and carriers.\n> \n> Shepherd has provided a very efficient and organized system for accessing, sharing & analyzing information. This has provided improved accuracy & consistency within the process. Having the ability to customize & generate tailored reports for our company leaders is a remarkable benefit.\n> \n> Shepherd Compliance has been pivotal in strengthening our compliance practices & enhancing operational efficiency. We are able to move a vendor or subcontractor through the approval process quickly and easily. We are extremely pleased with the benefits it has delivered and we are excited for the future.\" \n> \n> &mdash; Gracie Driscoll, Claims Manager (O&G Industries)"