Case Studies
Shepherd’s Technical Expertise Fuels Primary Practice Expansion

Shepherd’s Technical Expertise Fuels Primary Practice Expansion

Practice

Testimonial

"The quick turnaround and deep expertise from the team were instrumental in winning the account. We were able to deliver highly competitive pricing in a short timeframe, which gave us a clear edge. It was a great example of responsiveness and technical knowledge coming together to secure the win. "

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Dana

Justin Failoni

Partner/Senior Vice President

Acrisure

"## Contractor Profile\n* Practice Program\n* $25M Street & Road Contractor\n* Florida \n\n## Placement Profile\nPrimary GL: $1M/$2M/$2M\nPrimary Auto: $1M CSL\n\n## Background \nThis win highlights Shepherd’s strategic focus on expanding its primary practice portfolio. After identifying this broker as a high-potential partner, we invested time upfront to clearly communicate our appetite and program strengths. That groundwork led to a valuable opportunity where Shepherd was a natural fit. The team was energized by the chance to demonstrate our capabilities to a new broker relationship.\n\n## How it came together\nOur underwriting team engaged immediately, bringing a high level of expertise to assess the risk and craft a competitive, tailored solution. We’re able to move quickly thanks to our in-house underwriting platform, which streamlines execution and allows our underwriters to focus on what matters most—understanding the technical nuances of each risk. In this case, that combination enabled us to think creatively about program structure and deliver a thoughtful solution aligned with the client’s needs. Our responsiveness and collaborative approach were key in getting this over the finish line and ultimately securing the win together.\n\n"

Contractor Profile

  • Practice Program

  • $25M Street & Road Contractor

  • Florida

Placement Profile

Primary GL: $1M/$2M/$2M Primary Auto: $1M CSL

Background

This win highlights Shepherd’s strategic focus on expanding its primary practice portfolio. After identifying this broker as a high-potential partner, we invested time upfront to clearly communicate our appetite and program strengths. That groundwork led to a valuable opportunity where Shepherd was a natural fit. The team was energized by the chance to demonstrate our capabilities to a new broker relationship.

How it came together

Our underwriting team engaged immediately, bringing a high level of expertise to assess the risk and craft a competitive, tailored solution. We’re able to move quickly thanks to our in-house underwriting platform, which streamlines execution and allows our underwriters to focus on what matters most—understanding the technical nuances of each risk. In this case, that combination enabled us to think creatively about program structure and deliver a thoughtful solution aligned with the client’s needs. Our responsiveness and collaborative approach were key in getting this over the finish line and ultimately securing the win together.

Underwriting Profile

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GL & Auto

GL & Auto

Underwriter

Blake Roessler

Blake Roessler

Underwriter

Customer Experience

Nat Miller

Nat Miller

Customer Experience

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