$41M GC in California utilizing Casualty Pro
Insured Profile
- General Contractor with some self-performed operations
- Headquartered in California
- Operations in CA
Placement
- Contractor practice program
- $10M x $20M x P follow-form excess liability policy
Working with Shepherd
We received the initial new business submission for this new contractor’s practice program. We provided our initial indication within 5 hours of receiving the submission and offered pricing at various attachment points throughout the process. Based on this client’s strong usage of Procore, they qualified for Casualty Pro. Following the insured’s consent, we were able to include the Procore data in our underwriting process.
Why We Won
Due to the insured's strong adoption of Procore, we were able to apply our Casualty Pro offering which provided the most competitive pricing terms for a $10M limit at an attachment below $25M. Responsiveness and availability helped keep the broker informed throughout our underwriting process. We provided pricing at a few different attachment points, giving the broker options as they built their tower.
Meet the underwriter
Lindsay Plotkin
Lindsay has close to 10 years of underwriting experience, primarily in construction and complex, liability-driven programs. She spent the first 7 years of her career at two large P&C companies prior to accepting a job with Shepherd at the start of 2021. Lindsay sits in Los Angeles.