How Evans Roofing Transformed Their Subcontractor Compliance in Just Two Weeks
“Shepherd Compliance saves us valuable time and their team has provided excellent support for a seamless transition to the platform.
Using Shepherd Compliance, we now receive instant feedback on any compliance issue(s) that need to be addressed. We no longer need to review all the details but can focus on the issues Shepherd has highlighted with assurance that other items are in compliance with our standards. Shepherd also provides the ability for the vendor to directly upload the COI and we can respond directly through the software, rather than contacting them outside the software.
The Shepherd Compliance tool has streamlined our COI review process, saving us a significant amount of time and effort." - Robin Smaldone (Assistant Controller, Evans Roofing Company)
- $40M Contractor
- Headquartered in Central New York
- Requires certificates of insurance for all subcontractors
Contractor Profile
- $40M Contractor
- Headquartered in Central New York
- Requires certificates of insurance for all subcontractors
Results
Evans Roofing's implementation of Shepherd Compliance transformed their operations, improving efficiency and accuracy of their certificate of insurance review process. A huge value to Evan's team was the ease of setup coupled with Shepherd’s dedicated support, allowing them to fully transition their workflow in just two weeks.
Here are their results:
- Free platform access with premium savings at renewal
- Digital single-source of truth with reporting
- Improved accuracy of compliance reviews
- 50% reduction in review time with automation
Background
Shepherd Compliance is an AI-powered automation tool that helps contractors quickly and accurately review Certificates of Insurance (COIs). The tool is **free** for all Shepherd insurance policyholders and customers can get set up on the platform in a matter of weeks. Usage of the tool can result in meaningful premium savings - making this a win-win solution for our insureds.
Before Shepherd Compliance, Evans Roofing managed their subcontractors' certificates of insurance (COIs) through a cumbersome manual process. Their team spent countless hours reviewing documents, tracking issues across multiple systems, and following up on updates via email. They needed a solution to streamline operations, reduce manual review time, and create a centralized database.
The Evans Roofing team was drawn to Shepherd Compliance's key capabilities:
- Automated certificate analysis
- Built-in subcontractor communication tools
- Automated renewal tracking and reminders
- Centralized compliance dashboard
The platform's comprehensive features made the decision clear—after just one meeting, Evans Roofing moved forward with implementation.
How It Came Together
The successful implementation of Shepherd Compliance at Evans Roofing was driven by a strong partnership between Shepherd's team and Assistant Controller Robin Smaldone. As the project champion, Smaldone collaborated with the Shepherd team to ensure a smooth transition of their workflow into the platform.
The process was seamless, with Shepherd managing all aspects of implementation - from initial setup and data migration to staff training. "Their support was exceptional," said Smaldone. "They even provided quick video tutorials for our team demonstrating step-by-step instructions."
In just two weeks, Evans was able to consolidate their compliance operations into a single digital platform, gaining immediate efficiency. The platform eliminated their manual tracking systems and provided instant access to their compliance data, delivering both streamlined operations and enhanced visibility across the organization. They now can focus this valuable time on other important initiatives and ensuring a high level of compliance across the organization.