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What is Shepherd?

Shepherd distinguishes itself as the first managing general underwriter (MGU) focused on substantial commercial risks, providing proactive strategies that help clients achieve remarkable premium reductions. As a pioneering insurtech MGU, we concentrate on casualty lines specifically designed for commercial construction projects or initiatives. Our fundamental goal is to promote safety and sustainability in the industry by incentivizing the most innovative builders. Each project is customizable to meet individual needs, which allows for efficient oversight of compliance status and renewal procedures. In addition to offering competitive quotes, Shepherd provides thorough risk evaluations that empower clients to identify and tackle exposure or claims patterns. By analyzing key factors that drive premium expenses through payroll assessments, we assist in pinpointing claims trends and evaluating performance against industry benchmarks, which ultimately contributes to a safer construction landscape. This all-encompassing strategy not only aids clients in risk management but also equips them with the knowledge necessary to make strategic decisions that foster enduring success. Furthermore, our commitment to innovation ensures that we remain at the forefront of industry advancements, consistently delivering value to our clients.

What is Zywave Broker Briefcase P&C Edition?

Zywave's outlook on technology is more ambitious and far-reaching than ever before. Tune in to our CEO, Jason Liu, as he elaborates on our recent acquisition and illustrates how Zywave is driving innovation in the insurance sector to boost efficiency and enhance profitability. Our technology is designed to free up precious time in your daily routine, allowing you to focus on what matters most—caring for your clients. By harnessing our sales management and client delivery tools, along with our extensive content library, you can craft an extraordinary customer experience. Move beyond the traditional role of a benefits broker; whether you need support with healthcare analytics, compliance, content, or human resources, we provide the essential solutions to help you become a trusted advisor. By employing our offerings in risk management, mod analysis, and compliance, you can deliver insightful strategies that set your agency apart from competitors. With Zywave, not only can you improve the quality of service in the insurance industry, but you can also redefine your role to become an indispensable consultant for your clients, thus elevating the industry's standards even further.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shepherd

Date Founded

2020

Company Location

United States

Company Website

shepherdinsurance.com

Company Facts

Organization Name

Zywave

Company Location

United States

Company Website

www.zywave.com/content-cloud/broker-briefcase-pc-edition/

Categories and Features

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Categories and Features

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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