Case Studies
Shepherd Grows Primary Practice Portfolio with High-Touch Approach

Shepherd Grows Primary Practice Portfolio with High-Touch Approach

Practice

Testimonial

"Shepherd was really easy to work with—responsive and accommodating to all of our requests. Since our team has a strong focus on coverages, particularly to meet the contractual obligations of our insureds, we appreciated that every request we made regarding coverage was carefully considered and approved."

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Dana

Leah Esponge

Commercial Lines Marketer

HUB

"## Contractor Profile\n* Practice Program\n* $90M Heavy Civil Contractor\n* Georgia\n\n\n## Placement Profile\nPrimary GL: $2M/$4M/$4M\nPrimary Auto: $2M CSL\n\n## Background \n\nShepherd entered the market with a clear mission: to deliver service excellence through responsiveness, deep expertise, and customized solutions tailored to each client’s unique risk profile. As we expanded into the primary casualty space, we carried this same commitment forward—prioritizing a high-touch approach that focuses on clear communication, thorough risk evaluation, and coverage solutions that align with our partners’ needs. This approach continues to resonate in the marketplace, driving meaningful results and strengthening our partnerships.\n\n\n## How it came together\n\nFollowing an introductory meeting with the broker team, we had the opportunity to share our programs and capabilities, which opened the door to review this submission. Once we received the file, our team dove in to fully understand the risk profile and identify the coverage solutions that would best serve the insured.\nA critical part of our process was evaluating the insured’s contractual obligations and the specific coverage requirements they faced. Achieving this required close collaboration with the broker and seamless communication throughout the underwriting process. Additionally, we were able to offer increased primary limits, which provided the broker with meaningful value as they structured the tower.\nUltimately, it was our ability to work hand-in-hand with the broker and deliver the responsive, high-touch experience Shepherd is known for that secured the win.\n\n"

Contractor Profile

  • Practice Program

  • $90M Heavy Civil Contractor

  • Georgia

Placement Profile

Primary GL: $2M/$4M/$4M Primary Auto: $2M CSL

Background

Shepherd entered the market with a clear mission: to deliver service excellence through responsiveness, deep expertise, and customized solutions tailored to each client’s unique risk profile. As we expanded into the primary casualty space, we carried this same commitment forward—prioritizing a high-touch approach that focuses on clear communication, thorough risk evaluation, and coverage solutions that align with our partners’ needs. This approach continues to resonate in the marketplace, driving meaningful results and strengthening our partnerships.

How it came together

Following an introductory meeting with the broker team, we had the opportunity to share our programs and capabilities, which opened the door to review this submission. Once we received the file, our team dove in to fully understand the risk profile and identify the coverage solutions that would best serve the insured. A critical part of our process was evaluating the insured’s contractual obligations and the specific coverage requirements they faced. Achieving this required close collaboration with the broker and seamless communication throughout the underwriting process. Additionally, we were able to offer increased primary limits, which provided the broker with meaningful value as they structured the tower. Ultimately, it was our ability to work hand-in-hand with the broker and deliver the responsive, high-touch experience Shepherd is known for that secured the win.

Underwriting Profile

AlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

GL & Auto

GL & Auto

Underwriter

Neil Nejame

Neil Nejame

Associate Underwriter

Customer Experience

Tatjana Tam

Tatjana Tam

Customer Experience

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