Employee Benefits
EMPLOYEE BENEFITS
Our passion is simple: create dynamic plans to benefit companies and employees.
At Shepherd Insurance, our dedicated team works with you to design a benefit plan geared towards protecting your greatest asset, your employees and their families. We’ll help your employees understand and control their financial and insurance matters with a benefit plan focused on cost savings, efficient administration, employee satisfaction and wellness.
There is one thing we know for sure, Employee Benefits become easier for business leaders like yourself to manage when a process is developed that takes the element of surprise out of the equation. Let our team help you develop that process today.
CLIENT'S TALK
The team at Shepherd Insurance have been invaluable partners in the challenge of staying ahead of the significant changes in healthcare insurance today. Together, we have been pioneers in the design of a consumer driven, cost effective, quality portfolio of health benefit plan options that are set up to evolve with the times in the best interest of our team members and the company as a whole.
Holly Moore
Syndicate Sales - Director of Human Resources
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
“Over our 20-year history with Shepherd, we have worked hand-in-hand, across multiple business lines, with various team members. Shepherd has always taken the time to understand our business and satisfy our concerns just as we do with our community residents. Regency Windsor’s motto is to ‘Love more, care deeply and serve humbly,’ so Shepherd partners perfectly with us as they too give great service and have the ultimate goal of developing long-term, trusted relationships with their clients.”
Sue Anthony
Regional Vice President, Regency Windsor Management
PRODUCTS WE PROVIDE
We strive to provide valuable, comprehensive and affordable benefit programs for our clients. We have access and information about various employee benefit options which we can help narrow down by providing our input and knowledge on the matter. We can provide information and assistance in choosing various forms of insurance including:
Employee Assistance Programs
Executive Benefits
Group Medical
Voluntary Worksite Benefits
A TEAM APPROACH
Our approach to account management places tenured specialists 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
PartnerCASE STUDIES
Case Study: Administration A client’s Human Resources department was spending an excessive amount of time and energy complying with Family Medical Leave Act (FMLA) and Americans with Disabilities Act (ADA)…
Case Study: Third Party Representation Due to high utilization by employees, client’s renewals from the ancillary insurance carrier was 45.19% for short-term disability, 65.89% for long-term disability, and 17.82% on…
Case Study: Compliance Client failed to file Form 5500 documents with the Department of Labor since 1972, as required for all ERISA plans with more than 100 participants. The client…
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
