Company Research Report: Shepherd Insurance

1. Company Overview

Name and Mission of the Company

Name: Shepherd Insurance

Mission: Creating Relationships. Finding Solutions. Protecting You.

Founding and Founders

Founded: 1977

Founder: Dave Shepherd, former Indiana Mr. Basketball.

Key People

CEO: Quinn Shepherd

Founder/Chairman: Dave Shepherd

Lead President/Partner: Jeff Kweder

Lead COO/VP of Sales/Partner: Pete Harrington

Chief Administration Officer/Partner: Tom Niccum

President of Programs/Partner: Adam Besnard

COO of Florida & Arizona Region/Partner: Patrick Del Medico

COO of Kentuckiana Region/Partner: Trent Hunt

CFO/Partner: Steve Strigler

Headquarters

Location: Carmel, Indiana, USA

Number of Employees

Employees: Over 500

Revenue of the Company

No information is available.

Company Reputation

Known For: Being one of the 50 largest independent insurance agencies in the country, providing custom risk management solutions through a network of over 200 insurance carriers.

2. Products

Product Offerings

1. Commercial Insurance

Description: Custom coverages and tailor-made solutions for businesses.

Key Features:

Custom programs

Risk analysis

Claims handling

Specialized coverage for various industries like agriculture, construction, life sciences, etc.

2. Personal Insurance

Description: Comprehensive coverage designed to protect individual personal assets.

Key Features:

Auto

Flood

Homeowners

Individual health insurance

Life insurance

Personal umbrella policies

3. Employee Benefits

Description: Dynamic benefit plans to support companies and their employees.

Key Features:

Administrative efficiency

Compliance

Employee engagement

Strategic planning

4. Financial Services

Description: Independent wealth advisory to maximize clients' financial futures.

High-level Product Descriptions and Key Features

Commercial Insurance: Custom tailored to manage risk and provide coverage to different business types.

Personal Insurance: Coverage for personal assets including homes, cars, and health.

Employee Benefits: Comprehensive plans to improve employee satisfaction and health.

Financial Services: Wealth management and financial planning for future security.

3. Recent Developments

What are the Recent Developments in the Company

Top Workplaces Award: Shepherd Insurance earned the 2024 Top Workplaces USA award by Energage.

New Partnerships:

Lori Sell Insurance: Joined Shepherd Insurance to offer additional benefits to clients.

Parker Group: Partnered with Shepherd Insurance for enhanced service offerings.

New Products Launched

No information is available.

New Features Added to Existing Products

No information is available.

New Partnerships

Lori Sell Insurance: Joined Shepherd Insurance.

Parker Group: Partnered with Shepherd Insurance.

Client Testimonials:

Mikeal Gossage, A-1 Pallet Company: Praises the long-term relationships and expertise of Shepherd Insurance in providing good options.

Cory McKendrick, Affordable Todds Wrecker & Repair: Commends Clark Pence and the staff for their dependability and knowledge.

Jolee Smith, Photon Automation: Highlights excellent customer service and attention to business needs.

Cindy Schuster, Regency Windsor Companies: Appreciates over 20 years of partnership focused on customer service and relationship-building.

Holly Moore, Syndicate Sales: Values Shepherd Insurance's innovation in healthcare insurance for their employees.

4. Contact Information

Headquarters Address

Address: 111 Congressional Blvd., Suite 200, Carmel, IN 46032-5638

Phone: 1.800.846.0204

Email: info@shepherdins.com

Regional Offices

Offices are located in Arizona, Florida, Illinois, Indiana, Kentucky, Minnesota, and Ohio.

Examples:

Arizona:

Payson: 431 S Beeline Hwy., Ste 2, Payson, AZ 85541-6343

Prescott: 400 White Spar Rd., Prescott, AZ 86303-4626

Tucson: 4925 E 5th St., Ste 101, Tucson, AZ 85711-2279

Florida:

Naples: 4850 Tamiami Trl N, Unit 301, Naples, FL 34103-3032

Palm Beach Gardens: 2000 PGA Blvd, Ste. 218, Palm Beach Gardens, FL 33408-2722

For a comprehensive list, please visit the official website or contact the headquarters.

5. Conclusion

Shepherd Insurance has shown significant growth and success as one of the largest independent insurance agencies in the United States, providing a wide range of insurance and financial services tailored to meet client's needs. With an expansive network, dedicated team, and various specialized programs, Shepherd Insurance continues to build lasting relationships and protect their clients’ assets.