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The Shepherd & Associates team believes that full-time service is not 9 – 5, it is 24/7/365. Our dedicated team is committed to fast, accurate, reliable service no matter the size of your company.

Employee Benefits

We work with you to protect one of your most valuable assets; your employees. As benefit consultants, we do more than manage services, we become part of your company, anticipate your needs, and offer proactive solutions for what’s coming next. Benefit management has never been more complicated; with more than 23 years of dedicated experience in the industry, we can identify the optimal set of benefits at the best price for your employees. Our goal is to reduce the workload of human resources, so you can count on us to effectively communicate benefit information to your employees and then get each person set-up quickly.


The list of benefits that we offer includes:

  • Group Coverage

  • Medical

  • Dental

  • Vision

  • Group Term Life Insurance

  • Employee Assistance Programs

  • Business Travel Accident Coverage


Corporate Business Policies

We are committed to providing the highest quality and most cost-effective business insurance products and services. We accomplish this commitment by identifying your business risks and providing practical, relevant solutions for you—whether that solution is an insurance product or a risk management technique.


The list of solutions that we offer includes, but is not limited to:

  • Business Insurance

  • Workers Compensation

  • Professional Liability/Errors & Omissions

  • Commercial General Liability

  • Business Property, Earthquake, DIC

  • Business Interruption

  • Business Automobile

  • Foreign Coverages

  • Cyber Liability

  • Directors & Officers Liability

  • Employment Practices Liability

  • Fiduciary Liability

  • ERISA Compliance

  • Reinsurance/Excess Coverage

Technology Platform

We also offer an intuitive technology platform for the delivery and easy management of all benefit and insurance solutions. Employees can compare plans side-by-side and use a rules-based system to enroll, ensuring no forms are left incomplete. Employees can access their benefits information 24/7 on the web or mobile app. "We believe that technology should never replace personal client service, but that the younger, web-native workforce in particular, insist on on-demand access to information".

- Chris Shepherd, President

If you are ready for a strategic partner that can deliver excellent service and solutions for your organization,

contact us now at 1 (408) 526-1112 or click here to send us an email.

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