1 minute read
WE GUIDE. YOU DECIDE.
One of the greatest gifts that anyone can provide to someone else is helping them have the information they need to succeed.
That’s exactly what Co-Owners Tats Shepherd and Heidi Holle-Williams achieve each day with the Shepherd Insurance Group and their motto, “We Guide. You Decide.”
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“When a customer calls and we work with them, we educate them and empower them to make the right choices for themselves,” Heidi emphasizes.
A World of Options. The Guidance to Find the Right One. Tats and Heidi offer the power of being insurance brokers … giving them access to more than 600 insurance companies to find the right solutions for their clients.
As Tats says, “We had both been with State Farm Insurance. We had a vision for what we wanted to deliver to our clients, but as captive agents it was difficult because we could only sell that one company’s products. We appreciate being able to work for our clients — not a company.”
That’s how Shepherd Insurance Group was started.
That approach has led to a tremendous record of results and success. In fact, about 70 to 80 percent of their business is derived from referrals from their lender and REALTOR® partners.
“We have three hallmarks to the way we work with clients here at our agency,” Heidi says. “The first is just to be easy to work with. People think this is a hassle. They don’t want to shop around for insurance. We usually cannot only save money, but we’re trying to make the process easy and keep it from being a headache for them. They only need to call one place.”
There for the Long Haul
The process of finding the right coverage is just the start. Once that valuable insurance is in place, Tats and Heidi are there through time.
“We don’t farm them out. We don’t give them an 800 number. We’re there throughout the whole process,” Tats says. “You know as long as you have insurance, you’re going to