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  • 4.8 / 5.0 (2422)
    44+ References
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  • 4.8 / 5.0 (1693)
    44+ References

Shepherd Testimonials

  • “Shepherd Insights provided us a new tool to view and measure our performance against our peers, deploy loss control resources more effectively, and served as a key component in analyzing the feasibility for captive options for our primary insurance.”

  • "Working with Shepherd has been a breath of fresh-air. Their operations and service is what the brokerage community seeks out in our carrier partners. They presented deliverables almost immediately after receiving subjectivities and were consistent with messaging throughout the whole marketing process."

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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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