Getting to Know - Shepherd Insurance
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Where is Home Base for Shepherd Insurance?
Shepherd Insurance is headquartered in Carmel, Indiana, and was established by Dave Shepherd in 1977, starting from his basement. Initially focused on life insurance, the company expanded its offerings to include auto, home, and small business insurance after partnering with Erie Insurance five years later. The agency has grown significantly and is now recognized as one of the top 40 independent insurance agencies in the country. It is highly regarded for its commitment to family values and its approach to partnering with clients who prefer having a dedicated insurance advisor. We emphasize the term "advisor" because we aim to work with clients throughout the lifetime of their business or for as long as they need risk management services.
Does Shepherd Insurance Have Self-Storage Experience?
Our offerings span across multiple business models. One of Shepherd’s larger clients in Arizona is in self-storage. Because we’re newer to Arizona, we’re always looking to learn more about how we can service the storage industry and are excited to grow even further in the Arizona sector.
While certain areas in Arizona are considered high risk due to their high wildfire scores, most areas are not, and carriers are eager to write policies. We collaborate with over 100 nationwide carriers, and there are some we particularly prefer in the self-storage space that are actively looking for new business. This should appeal to business owners, as they want to collaborate with new enterprises. We believe these carriers can offer competitive pricing while remaining mindful of coverage, which ultimately matters most to our clients.
In addition to providing a wide range of coverages on the commercial side, we also provide protection for individual business owners as well, including life insurance policies for those with larger operations who may want to ensure that their business can be passed down due to retirement or unforeseen circumstances, in addition to many more in personal lines.
We are equipped to assist with tenant insurance as well. If business owners make us aware that tenants may have questions about protecting their personal belongings, we can certainly help. We realize that each business is different and want to be an extension to your clients should that also make sense.
This is a Hands-On Approach to Insurance
We never want our clients to feel the need to work directly with an insurance carrier or worry about making calls should a claim arise. We aim to be the trusted advisor on your behalf, so when clients inform us of an issue, we can guide them every step of the way so that they may continue their business operations.
Our philosophy has always been that when it’s time to discuss an initial insurance proposal or at renewal time, we would prefer to have those conversations in person. We want you to see us and know that you’re getting a genuine person-to-person relationship. While we are not opposed to all forms of communication, our preference is to meet you where you’re at. We want to visit your facility, see how things are changing, because the more we observe, the better service we can provide and guide you as your business grows.
We are in Arizona! We have offices in Scottsdale and Phoenix, in addition to Payson, Prescott, and Tucson, which allows us to meet clients all over. Not only this, but we are licensed to write business in all 50 states. We are not confined to the limits of state lines. This is important because as you expand, we can expand with you.
Thinking About Employee Benefits?
When we engage with new clients and businesses, we first want to get an understanding of what coverage and risk management strategies they currently have in place. One important question we often raise is, "What are your pain points, or areas where you feel your insurance program could be better?" We ask that because we realize some businesses may need employee benefits or a workers' compensation plan, and we can provide both in addition to the other lines of insurance.
What’s exciting about our employee benefits section is that we have an entire dedicated team focused on that area. Our employee benefits department can help assist when a client needs guidance in that space. This allows us to streamline the experience for our clients.
Our Core Values are Integrity, Service, Empathy, Innovation, Quality, & Growth
The impression we want Shepherd to leave on our clients is simple. Our reputation has always been rooted in our desire to partner with your business. We believe in a "family first" mentality, aiming to be a valuable part of your team to help your business grow, while considering what might put you at financial risk. While we are eager to grow our business and excited about what lies ahead, our priority goes beyond simply implementing policies to grow Shepherd’s book of business. We have a wall in our offices that displays “Shepherd is…” with many words that describe our business. In this case, “Shepherd is WE.”