ADMINISTRATIVE EFFICIENCY

At Shepherd we are passionate about helping our clients get their desired results with a minimum expenditure of energy, time, money, and personnel.  These efficiencies can be achieved by leveraging technology, either licenses we own or discounted third party vendors based on our national leverage, along with our seasoned (tenured) staff providing best practice consulting in all areas of plan administration.  Technology can be leveraged for communication, analytics, and learning.  It can help employers and employees understand the plan from a multitude of perspectives.

TECHNOLOGY SOLUTIONS

These solutions help to efficiently communicate benefit plans to employees and their dependents and to ensure members can access the right care at the right time for the right price.

DATA ANALYTICS

To understand where spend is occurring, we identify the greatest areas of opportunity, and provide a clinical forecast.

BENEFIT ADMINISTRATIVE SYSTEMS

We enroll members in the various plan offerings and electronically distribute eligibility to vendor partners.

HUMAN RESOURCES SUPPORT SYSTEM

Our team supports client human resource staff through online libraries and Shepherd Concierge.

AN EXPERIENCED TEAM

Our approach to account management places our team of industry professionals in a variety of areas to service clients. We strive to be market leaders and innovators. As a local, independently-owned brokerage, our experience as an employee benefits broker increases our flexibility. We are quick to adopt innovative technologies and initiatives both for our company and our clients.

Steve Gregory

President of Employee Benefits | Executive Partner

Chris Maynard

Employee Benefits Specialist | Partner

Shannon Russell

Director | Employee Benefits

CLIENT'S TALK

WE'RE HERE FOR YOU

We’d love to hear from you. If you need assistance, have questions about our group of Shepherd partner companies or are simply looking for more information, we’re eager to help.

GET IN TOUCH

Please fill out the form below and one of our team members will be in touch to provide the assistance you need.

FIND US

Headquartered in Carmel, Indiana, with offices throughout the country, we are here to assist you with all of your insurance, benefits and financial needs.
111 Congressional Blvd Suite 100
Carmel, IN
46032-5638
1.800.846.0204

Creating Relationships. Finding Solutions. Protecting You.