Shepherd Expands Primary Practice Portfolio with $52M California Contractor

Practice

"## Program Type\n* Contractor Practice Program\n* $52M General Engineering Contractor\n* Located in California \n\n\n## Placement Profile\n* Primary Admitted GL $2/$4/$4\n* Primary Auto $1M CSL\n* Worker’s Comp $1M / $1M / $1M\n* Lead $5M Admitted Excess\n\n\n## Background \nFor more than two decades, this California-based general engineering contractor has earned a strong reputation in infrastructure and utility construction. As their projects became larger and more complex, they realized their insurance program needed to evolve, too. Their long-term carrier relationship had been steady, but it wasn’t providing the flexibility or insight needed to support the company’s next phase of growth.\n\n\nThat’s when Shepherd was introduced through a trusted broker partner. From the very first conversation, our team brought a fresh perspective — one rooted in deep construction expertise, proactive communication, and a modern, technology-driven approach to risk management.\n\n## How it came together\nShepherd was excited about this opportunity from the start. The contractor’s strong operations, impressive safety record, and disciplined approach to risk immediately stood out. We quickly got to work, digging into the details to identify how we could add value.\n\nWorking closely with the broker, our team analyzed the existing insurance program and uncovered opportunities to expand coverage, enhance terms, and improve pricing. Using our in-house technology and agile underwriting process, we built a tailored, admitted multi-line program that delivered stronger protection and better overall value.\n\nWhat set this partnership apart was our approach — clear communication, quick responses, and genuine collaboration every step of the way. In the end, the client made the confident decision to move away from their long-term incumbent carrier and partner with Shepherd.\nFollowing placement, our team met with the contractor in person to begin building a lasting relationship grounded in trust, transparency, and shared success.\n"

Program Type

Contractor Practice Program
$52M General Engineering Contractor
Located in California

Placement Profile

Primary Admitted GL $2/$4/$4
Primary Auto $1M CSL
Worker’s Comp $1M / $1M / $1M
Lead $5M Admitted Excess

Background

For more than two decades, this California-based general engineering contractor has earned a strong reputation in infrastructure and utility construction. As their projects became larger and more complex, they realized their insurance program needed to evolve, too. Their long-term carrier relationship had been steady, but it wasn’t providing the flexibility or insight needed to support the company’s next phase of growth.

That’s when Shepherd was introduced through a trusted broker partner. From the very first conversation, our team brought a fresh perspective — one rooted in deep construction expertise, proactive communication, and a modern, technology-driven approach to risk management.

How it came together

Shepherd was excited about this opportunity from the start. The contractor’s strong operations, impressive safety record, and disciplined approach to risk immediately stood out. We quickly got to work, digging into the details to identify how we could add value.

Working closely with the broker, our team analyzed the existing insurance program and uncovered opportunities to expand coverage, enhance terms, and improve pricing. Using our in-house technology and agile underwriting process, we built a tailored, admitted multi-line program that delivered stronger protection and better overall value.

What set this partnership apart was our approach — clear communication, quick responses, and genuine collaboration every step of the way. In the end, the client made the confident decision to move away from their long-term incumbent carrier and partner with Shepherd. Following placement, our team met with the contractor in person to begin building a lasting relationship grounded in trust, transparency, and shared success.

Underwriting Profile