Case Studies
Shepherd Secures ROCIP in Texas with Combined Primary & Excess Admitted Offerings

Shepherd Secures ROCIP in Texas with Combined Primary & Excess Admitted Offerings

Project

Testimonial

"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."

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Dana

Ted Way

Senior Vice President

Arthur J. Gallagher & Co.

"## Program Type\n\n* Rolling OCIP\n* $80M Middle School Development Project \n* Texas\n* 5-year term\n\n## Placement Profile\n\n* Primary Admitted Casualty: $2M / $4M / $4M\n* Excess Admitted Liability: $5M Lead Excess \n\n\n## Background \n\nShepherd 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](https://shepherdinsurance.com/blog/shepherd-expands-insurance-portfolio-with-new-admitted-excess-liability-products). \n\n\n## How it came together\n\nWe 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.\n\nTwo 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. \n\nThis 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. "

Program Type

  • Rolling OCIP

  • $80M Middle School Development Project

  • Texas

  • 5-year term

Placement Profile

  • Primary Admitted Casualty: $2M / $4M / $4M

  • Excess Admitted Liability: $5M Lead Excess

Background

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.

How it came together

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

AlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

$2M Primary GL & $5M Umbrella

$2M Primary GL & $5M Umbrella

Underwriter

Erin Page

Erin Page

Underwriter

Customer Experience

Kierstan Williams

Kierstan Williams

Customer Experience

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