Case Studies
$202M apartment complex project in North Carolina

$202M apartment complex project in North Carolina

Project

Insured Profile

  • OCIP

  • New apartment complex construction project in North Carolina

  • 30-month project

Placement

  • $10M x $45M x P

Working with Shepherd

This submission was sent to Shepherd shortly after a recent win with our team on another account. We expressed initial interest in the project within 19 hours, focusing on a specific layer in the tower. Working closely with the broker team, we developed a competitive proposal that fully aligned with the program requirements.

Why We Won

This opportunity came as a direct result of a previous win with the same broker. The preexisting foundation of partnership and collaboration allowed us to work together effectively, resulting in a successful outcome for the insured. We were able to consistently provide exceptional experience throughout this process, ultimately leading to an exciting win and fostering a growing partnership between us.

Underwriting Profile

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Underwriter

Lindsay Plotkin

Lindsay Plotkin

Underwriting Lead

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