Case Study: Arthur J. Gallagher & Co. streamlines Texas ROCIP placement with Shepherd’s admitted primary and excess coverage

Arthur J. Gallagher & Co. secures $2M primary GL and $5M excess in 4 days with Shepherd

The customer, Arthur J. Gallagher & Co., required a rolling owner controlled insurance program (ROCIP) for a Texas school district project. Their challenge was to efficiently secure an integrated primary and excess liability placement for the $80 million development. Vendor Shepherd provided a solution using their admitted primary casualty and admitted excess liability products.

Shepherd implemented a streamlined solution, combining $2 million in primary GL coverage with a $5 million lead excess layer. The key results were a remarkably fast four-day turnaround from submission to formal proposal and a successful placement that allowed the broker to efficiently complete the rest of the program. This demonstrated Shepherd's value as a responsive strategic partner.

Arthur J. Gallagher & Co.