Automated certificate and endorsement tracking, free for all Shepherd policyholders
AI-powered data extraction & automated compliance review
Extract ACORD 25 data and automatically compares against requirements
Streamlined outreach for vendor invites and renewals
Instant feedback for vendors, resolving most issues before first review
Native integrations to project management systems
Two-way sync with tools your clients use already, including Procore
Customizable at the project level to easily track compliance status and renewals
“The entire experience has been phenomenal.“
“Shepherd has thoughtfully considered all of the pain points associated with reviewing and approving subcontractor certificates of insurance. and the integration with Procore ensures all of our projects are compliant with contract requirements, coverages, limits, endorsements, and more.”
Sara Demar
Director of Risk Management
PC Construction
Shepherd Policyholder
10%
Premium Savings
