Learn More About Our Value-Added Services

March 30, 2023

At Shepherd Insurance, we understand that running a business means more than just having adequate insurance at a competitive price. Therefore, we take pride in being able to provide more than just an insurance solution for our clients. Our value-added services proactively impact multiple aspects of your business. 


Learn more in our most recent webinar presented by Dennis Lizotte, Partner at Shepherd Insurance, as he walks you step-by-step through what you can expect from our dedicated team through our year-round services and platinum portal. 


Watch the Webinar Here:



Value-Added Services Offered at Shepherd Insurance


These value-added services include non-core services created to enhance the core insurance products provided to our clients. We want to be your partner for more than just insurance. We are constantly looking for ways to assist you in making your daily business operations more efficient and successful.

To aid in these efforts, we have outlined some of our most impactful value-added services:  


  • Platinum Portal – Our enhanced platinum portal acts as a springboard from which you can better gather and organize information and data. 
  • Concierge Services – Provides you with an HR Hotline and Legal Resources. 
  • Benchmarking – Get real-time peer industry feedback so you know where you stand in the marketplace. 
  • Mod Master – Determine how current or future claims activity can affect your MOD forecasting.  
  • Dedicated MVR & Certificate Team – Work with our dedicated team for your requests year-round.  
  • Contract Review – In-house legal counsel that will assist in reviewing contract requirements. 
  • Administrative Services – Ensure you have full accountability from vendors involved in your benefits program. 
  • Custom Plan Design – We design a plan to assist in meeting your benefits needs and budget considerations. 
  • Claims Analysis – Integrated claims data, network analysis, and renewal forecasting to keep you prepared. 
  • Legislative Updates – Regular updates are provided to keep you up to date on trending topics and changes. 


The Shepherd Insurance Process


However, it does not stop there. Experience the difference in year-round service with our unique process. We created a process to understand all there is to know about your industry and your specific organization. Our process allows us to dive into your organization to fully understand and successfully navigate these items to put the best program in place for you. Your satisfaction is our top priority, and we strive to understand all there is to know, not only about your industry but your specific organization, from the beginning of our relationship with you. 


Whether you are working with our employee benefits or commercial insurance team, we have a dedicated process to set your business up for success. Contact us today to get in touch with one of our advisors to get started.  



Interested in More Information?


If you found this information helpful and are interested in how Shepherd Insurance can help with your insurance needs, contact us or visit our webinar series channel for additional recordings and upcoming events.