Case Study: IMA contractor achieves premium savings and improved risk control with Shepherd Savings and Procore

Ima saves up to 25% on $10M excess liability with Shepherd

The customer, Ima, an $80 million commercial contractor in Washington, was seeking excess liability coverage. While they received a competing offer at the same premium, they were interested in a partnership that could offer long-term value and premium savings through their existing investment in Procore technology for quality assurance and control. Vendor Shepherd identified this as an opportunity for their Shepherd Savings program.

Shepherd implemented its Shepherd Savings program, which offers premium discounts for contractors using approved technology partners like Procore. Ima received upfront savings on their $10 million excess liability policy and seamless data integration. Shepherd provided monthly reports with risk control feedback, aiming to improve jobsite safety and reduce claims. This partnership positions Ima to receive maximum additional savings upon renewal based on their continued technology adoption and safety outcomes.

Ima