Industry Trends

Shepherd is a proud member of the Marsh-Berry Agency Peak Performance Exchange (APPEX). Marsh-Berry is a management consulting firm for the insurance industry that provides consulting services for independent agency owners and brokers. APPEX is an exclusive collaboration between the Top 100 agencies in the country.


Our management team meets on a regular basis to discuss how we manage our clients compared to other agencies across the country in an effort to ensure we utilize current industry practices. Along with our participation in APPEX, active participation in a variety of trade associations, and on-going communication with our vendor partners, we strive to keep our clients updated on trends and changes we are seeing in the insurance marketplace.