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    44+ References
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Shepherd Case Studies

  • $41M GC in California utilizing Savings

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  • EIS Group
    Reference Rating
    4.8 / 5.0
    Customer References 44 total
    About

    EIS Group moves insurance carriers closer to their customers. Leading insurers use the EIS digital insurance platform to build and deliver fast, simple, engaging experiences across the entire insurance lifecycle …

  • Holistiplan
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    Customer References 2 total
    About

    Holistiplan is an end to end tax planning tool for financial advisors. Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report …

  • Shift Technology
    Reference Rating
    4.8 / 5.0
    Customer References 44 total
    About

    Shift Technology delivers the only AI-native decision automation and optimization solutions built specifically for the global insurance industry. Addressing several critical processes across the insurance policy lifecycle, the Shift Insurance …

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