$41M GC in California utilizing Casualty Pro

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$41M GC in California utilizing Casualty Pro

Insured Profile

  • General Contractor with some self-performed operations
  • Headquartered in California
  • Operations in CA


  • 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.

$41M GC in California utilizing Casualty Pro

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.

$41M GC in California utilizing Casualty Pro

Meet the underwriter

Lindsay Plotkin

Lindsay Plotkin

Underwriting Lead

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.

Ready to work with Shepherd?

Appointed brokers can send submissions directly to our underwriting team. If you're not appointed, or are interested in learning more, reach out to say hello!