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Home > Shepard and Shepard Insurance Solutions Document Library

Important Files

3 Lessons We Can Learn From the Online Buyer
Enhance your buyer experience and increase sales with these 3 easy lessons

5 Simple Ways To Prevent Cyber Losses Today
Protect your data with these 5 simple steps

7 steps to be goal driven in 2023
simple lessons on goal achievement

8 Steps to Maximize Your Social Media
Easy steps for a better social media presence

Accidents by the Numbers
loss prevention for auto dealerships

Am I Covered For That?
Common coverage concerns for dealer policies

Are you underinsured inn todays economy?
Review the need for an Excess Liability policy

Back to basics- auto sales presentation
Sales meeting for auto dealers

Benefits of Continued Education
read daily

Cyber insurance and the auto dealer
simplified article on cyber exposure for dealers

Dealer Compliance Survey (sample form)
Sample questionnaire to ensure dealer compliance

Do you have a Dealer Disaster Plan>?
Pre-Disaster planning for dealerships

Freshen your business plan
changing tines require a review of your processes

From the Ashes
our experience with a fire loss

Insurance corner - prevent winter losses
WSIADA Insurance Corner article winter

Insurance Corner protecting your dealership
WSIADA insurance corner article

Insurance Corner- are you inside the fishbowl?
WSIADA Insurance Corner article Spring 2020

Is Disorganization Getting in the Way of Your Succ
Are you suffering from disorganization? Tips that will help!

Is it time to update (or create) your Business Pl
Update your business plan

Lets talk stolen cars
Insuring against dealer auto theft

Maybe its Just Me
Setting Customer Expectations

Resolve to improve your phone skills
improperly handling incoming calls may be killing your bottom line

Speak Your Prospects Language
Sales meeting notes for auto dealer

Washington Bonds vs Insurance
simply explained Bonds vs Insurance

Why are you still doing Unaccompanied Test Drives?
protect your assets

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Location 8524 W Gage Blvd A170 | Kennewick, WA 99336
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