"Working with Shepherd on this rolling OCIP for our client streamlined our placement process significantly. The Admitted paper for the primary and excess program was instrumental in making this placement successful. What really impressed me was their remarkable turnaround time - four days from submission to formal proposal. Rather than simply providing coverage, they function as a true strategic partner."
Ted Way
Senior Vice President
Arthur J. Gallagher & Co.
Rolling OCIP
$80M Middle School Development Project
Texas
5-year term
Primary Admitted Casualty: $2M / $4M / $4M
Excess Admitted Liability: $5M Lead Excess
Shepherd has established itself in the construction insurance market by consistently delivering innovative insurance products. Our newest offering - Admitted Excess - was developed in conjunction with partner feedback, demonstrating our agility to bring solutions to market that meet our clients’ and broker partners’ needs. Shepherd’s Admitted Excess products can be written standalone or complimentary to our Primary Casualty lines in order to deliver a unified coverage offering. Read more here.
We received this opportunity for a Rolling Owner Controlled Insurance Program (ROCIP) for a school district in Texas and immediately responded with our appetite to quote primary and lead for a GL-only program. Drawing on our prior success writing rolling programs,our team leveraged their expertise to develop a compelling pay-as-you-go proposal.
Two key elements set our proposal apart in the market. First, we delivered an integrated solution combining our Admitted Primary coverage - featuring comprehensive terms and competitive pricing - with our Lead Excess placement. Second, our team's ability to turn around a complete proposal within four days was highly valued by the broker as they were able to efficiently work through the remaining excess placement on a fast deadline.
This successful placement highlights how Shepherd's blend of evolving products, technical knowledge, and responsive service creates meaningful value for our brokers and contractors, further establishing us as their trusted risk partner.
Underwriting Profile
$2M Primary GL & $5M Umbrella
Underwriter
Erin Page
Underwriter
Customer Experience
Kierstan Williams
Customer Experience
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Any appointed broker can send submissions directly to our underwriting team