Purpose
Pawlicy Advisor’s integration with Shepherd helps clinics automate pet insurance education, provide personalized client advice, and simplify communication. Veterinary teams can offer trusted insurance resources without liability, while clients receive personalized recommendations backed by licensed experts.
Pawlicy Advisor integrates with Shepherd through Vetsource’s SyncVet service
Why Choose Pawlicy Advisor
Conversations made easy: 73% of veterinary professionals find it difficult to talk about pet insurance. Pawlicy Advisor removes the uncertainty.
Avoid liability: As a licensed brokerage in all 50 states, Pawlicy handles insurance advice so your clinic isn’t liable for making recommendations.
Boost insurance adoption: Clinics using Pawlicy Advisor see 1.5x more insured pets compared to those without.
Live support: Licensed agents provide unbiased, carrier-independent advice to pet owners.
Growth insights: Access a dedicated portal to track outreach, enrollments, and client resources.
AAHA recommended: Pawlicy Advisor is the Preferred Business Provider for pet insurance, recommended by the American Animal Hospital Association.
Integration Overview
Automatic Pet Insurance Education – Engage clients before or after appointments with data-backed email campaigns.
Personalized Recommendations – Clients receive advice tailored to their pet’s breed, age, and health.
Data Insights – Track adoption trends and boost financial confidence in client conversations.
Low-Maintenance Portal – View appointment-linked messaging, enrollments, and communications in one place.
Additional Resources – Get staff training plus digital and print-ready materials for client education.
Activating the Pawlicy Advisor and Shepherd Integration
Schedule a Demo
Book a demo with Pawlicy Advisor to learn about the service and how it integrates with Shepherd.
Enable the Vetsource Connection in Shepherd
Within Shepherd, navigate to Admin → Integrations → Data Connections
Select the Vetsource (data) tile and switch the toggle to Enabled
Account Setup
Vetsource will provide your clinic ID to Pawlicy Advisor.
The Pawlicy team will complete your account configuration.
Once complete, you’ll be ready to automate insurance education, provide personalized recommendations, and view results in your Pawlicy portal.
Need Help?
New users: Schedule a Demo
Current users: Contact your Pawlicy Advisor Veterinary Success Manager or email vets@pawlicy.com