Shepardson Insurance Services Inc.

What to Expect When you contact us

1. Consultation

2. Customized Quote

Whether you are new to employee benefits or seeking a fresh perspective on your benefit offerings, our process begins with an in-depth analysis of your current state in order to best develop a package that suits your business needs.

Book an Appointment

2. Customized Quote

Depending on the needs outlined during the consultation, we will provide you with a comprehensive employee benefits package tailored to your needs.

Request a quote

3. Enrollment/BOR

2. Customized Quote

3. Enrollment/BOR

Whether you are new to benefits or already have a benefits program, we work one-on-one with you to get you set up and ready to enroll.

Already renewed coverage for the year? Joining our team is as simple as signing a Broker of Record letter any time of the year to get you off and running with the support and services we provide.

Request a quote

Customer Support

3. Enrollment/BOR

Our entire team is dedicated to helping you when questions or problems arise. Your first point of contact is always your agent. As agents we pride ourselves on always being on-call for our clients!

Learn More

Compliance

Customer Support

Compliance

We partner with the leading experts in employee benefits in order to stay up to date on compliance. During the process of onboarding with us, we walk you through the major elements of compliance that are required when offering group coverage. We highly recommend partnering with one of our third-party compliance experts to manage your program.

Learn More

Resources

Customer Support

Compliance

We aim to be your go-to resource for ALL of your insurance questions. We have been in business for a long time. If there is something we cannot do, we have trusted contacts that we would be happy to refer you to.

Learn More