Shepherd Insurance Welcomes 2023 Partner Agencies

January 18, 2024

Mergers & Acquisitions – As we reflect on an incredible 2023, we are excited to extend a heartfelt welcome to our newest agency partners. Over the last year, we welcomed seven new agencies spanning three states. With these recent additions, we bring 38 dynamic and skilled insurance professionals on board, each contributing to our company’s continued growth and success. Shepherd Insurance CEO Quinn Shepherd encapsulates these new agencies’ impact on our organization, saying, “The addition of these new agency partners through strategic mergers and acquisitions not only expanded our portfolio but also enhanced our capabilities, allowing us to better serve our customers. 2023 marked a transformative year, propelling us towards new heights in the business landscape.”

With 38 employees from 7 agencies across 7 offices, these strategic additions strengthen our commitment to providing our valued clients with unparalleled protection and comprehensive insurance solutions.

Meet Our Newest Partner Agencies of 2023:

Linville Insurance: Kentucky

Linville joins us from Richmond and Berea, Kentucky. They are a local, third-generation, family-owned agency that has served their community since 1974. Their thirteen loyal employees have a depth of industry expertise in several specialties, including Business Insurance, Home, Auto, Farm, Life, and Employee Benefits. With unique programs for schools, manufacturing, churches, daycare centers, contractors, small businesses, and many others, they seamlessly integrated into our organization due to their emphasis on catering to each client individually, steering away from a one-size-fits-all approach.

Robertson Insurance: Indiana

Robertson Insurance joins us from New Salisbury, Indiana. With 5 dedicated employees, their customer-first mentality allows them to serve Kentuckiana successfully, with quality service and products, for over three decades. We admire their perspective that we can secure the coverage you deserve together.

Tanner & Servies Insurance: Indiana 

Tanner & Servies Insurance proudly provides insurance solutions throughout Central Indiana and East Central Illinois. Their committed staff consists of eight advisors and customer service representatives. With a combined office experience of over 100 years, much of their business comes from referrals by existing clients, which is a testament to the quality of service and coverage they will continue to strive to offer.

Soller Insurance: Ohio

Soller Insurance has been serving the Columbus, OH community since 1955. With six dedicated personnel, Soller proudly provides insurance and financial solutions to more than 3,000 individuals and businesses in the area.

Stevens Insurance Advisors: Indiana

Since 2015, Stevens Insurance Advisors has been helping individuals and families navigate their health insurance options and understand how each option will affect their finances and taxes. Operating out of Evansville, Indiana, their devoted employees assist you in discovering the most suitable plan at the most cost-effective price. Steven’s rich history in community involvement, aiding in fundraising assistance with companies such as United Way, YMCA, and the Boys and Girls Club, exemplifies our vision of seeking chances to give back and actively engaging in community initiatives.

Brad House: Florida (Formerly Affordable Medicare Solutions)

Affordable Medicare Solutions joins us from Daytona Beach, Florida. Brad House, an Independent licensed agent for over 26 years, assists individuals with their Medicare insurance plans. They specialize in guiding clients through the intricate process of identifying and selecting a healthcare plan tailored to their needs.

Lori Sell Insurance: Arizona

Lori Sell Insurance joins us from Prescott, Arizona, serving residents and businesses for over 15 years. With four committed employees, Lori Sell Insurance ensures you get optimum products at the best prices. Their services include but are not limited to, personal, business, life, and long-term insurance.

Each agency and individual employee joining us brings unique experiences, expertise, and perspectives that enrich our family. It is imperative that the agencies aligning with Shepherd Insurance through mergers and acquisitions receive support and feel confident in their decision. As a part of the Shepherd Family, our unique structure allows you to maintain your independence while expanding the resources available so you can continue to work in whatever capacity you choose.

“We felt the people at Shepherd Insurance were very sincere about keeping our staff in place and giving us support with more companies and a broader range of coverages.” Says Rick Tanner of Tanner and Servies Insurance, a Shepherd Insurance Partner. “It’s great to have a partner like Shepherd Insurance. The support that they have given our agency is immeasurable.”

At the heart of our success are the remarkable individuals who contribute their talents and dedication daily; we could not achieve what we do without their invaluable contributions.

“My sincere gratitude to our account managers, advisors, and partners for placing their trust in Shepherd Insurance as an employer of choice! Their passion, sincerity, empathy, determination, and success are leading drivers when agency partners take a look at what Shepherd is all about,” adds Quinn Shepherd. “I’m proud that Shepherd Insurance continues to be a leader to agency principles in the mergers and acquisitions decision process. Cheers to 2024!”

As a Top 50 Largest Independent Agency, we are committed to maintaining our core values and culture. As we continue to grow, we are looking for agency partners who have values and perspectives similar to ours. Contact us today to learn more about the Shepherd Advantage!