WHO WE SERVE

Industries We Serve with Tailored Insurance & Benefits

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Serving the Right Clients

At Shepherd & Associates, we work with companies we genuinely enjoy and understand—firms where our boutique service makes an impact. Our ideal clients fall into three segments: Corporate Businesses, Non-Profit Organizations, and Public Sector Entities. Across each, we provide specialized insurance and benefits that reflect industry-specific risk.

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Corporate Businesses


Tech startups, law firms, consulting practices and family-owned manufacturers in the Bay Area rely on our depth of experience. We understand what a San Francisco, Bay Area law firm needs for professional liability, what a Sunnyvale software company needs for cyber coverage, and how to deliver competitive benefits in a tight labor market.


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Non-Profit Organizations

Non-profits face budget constraints, volunteers, board exposures and event risks. Our tailored programs address those realities: from board D&O coverage to event liability, property for rented event space in Santa Clara and benefits for small staffs. We partner with mission-driven organizations that appreciate our consultative and trust-based approach.



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Public Sector Entities

Cities, special districts, school districts and public agencies have unique structures, regulatory requirements and procurement practices. We assist public-sector clients with commercial insurance packages, employee benefits coordination, and leadership liability programs—with the responsiveness of a boutique firm and the compliance awareness required by government clients.

Ready to Partner with You

If your organization fits one of these categories—or if you’re growing into one of these spaces—and you’re looking for an insurance partner rather than a transactional agent, contact Shepherd & Associates to talk about how we can serve you.

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