At Shepherd we are passionate about helping our clients get their desired results with a minimum expenditure of energy, time, money, and personnel. These efficiencies can be achieved by leveraging technology, either licenses we own or discounted third party vendors based on our national leverage, along with our seasoned (tenured) staff providing best practice consulting in all areas of plan administration. Technology can be leveraged for communication, analytics, and learning. It can help employers and employees understand the plan from a multitude of perspectives.
ADMINISTRATIVE EFFICIENCY
TECHNOLOGY SOLUTIONS
These solutions help to efficiently communicate benefit plans to employees and their dependents and to ensure members can access the right care at the right time for the right price.
DATA ANALYTICS
To understand where spend is occurring, we identify the greatest areas of opportunity, and provide a clinical forecast.
BENEFIT ADMINISTRATIVE SYSTEMS
We enroll members in the various plan offerings and electronically distribute eligibility to vendor partners.
HUMAN RESOURCES SUPPORT SYSTEM
Our team supports client human resource staff through online libraries and Shepherd Concierge.
AN EXPERIENCED TEAM
Our approach to account management places our team of industry professionals in a variety of areas to service clients. We strive to be market leaders and innovators. As a local, independently-owned brokerage, our experience as an employee benefits broker increases our flexibility. We are quick to adopt innovative technologies and initiatives both for our company and our clients.
Steve Gregory
President of Employee Benefits | Partner
Chris Maynard
Employee Benefits Specialist | Partner
Shannon Russell
PartnerCLIENT'S TALK
Ben and his team at Shepherd Insurance were incredible in helping set up all the necessary insurance for my new dental practice. From Business Overhead and Disability Insurance, to Key Person Life, they did it all very quickly and efficiently.
Dr. Walter Langkau
Smith & Langkau Family Denistry
Our agents at Shepherd Insurance truly work for us! They are consistently assisting with getting us the best rates, keeping us compliant and ensuring we are offering competitive products to our employees. Those at Shepherd truly do have our company’s best interest in mind.
Brittany Siegler
The Peterson Company, LLC - Operations Coordinator
Shepherd Insurance has been a trusted partner of ours for many years. They consistently act in our best interest when evaluating health market options and can be relied on to be a strong advocate when issues arise with the coverage.
Mary M. Coffey
Woodard, Emhardt, Henry, Reeves & Wagner, LLP - Director of Administration
WE'RE HERE FOR YOU
We’d love to hear from you. If you need assistance, have questions about our group of Shepherd partner companies or are simply looking for more information, we’re eager to help.
GET IN TOUCH
Please fill out the form below and one of our team members will be in touch to provide the assistance you need.
FIND US
Headquartered in Carmel, Indiana, with offices throughout the country, we are here to assist you with all of your insurance, benefits and financial needs.
111 Congressional Blvd Suite 100
Carmel, IN
46032-5638
1.800.846.0204
