News provided by
Share this article
Share this article
WALNUT CREEK, Calif., Sept. 13, 2022 /PRNewswire/ -- Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, announced that Kate Grasman has joined the company as Chief Information Officer. Kate comes to Heffernan Insurance Brokers with extensive experience leading IT operations, strategy, and performance management, most recently with The Clorox Company and GE Capital. Kate has her Master of Business Administration from Harvard University and looks forward to driving organizational performance and innovation within the Heffernan Group. "As our firm continues to grow, we have found opportunities related to technology and innovation that can help us thrive in the future. Heffernan is well positioned to take advantage of those opportunities because of the great work accomplished by our IT department over the past many years," said John Prichard Jr., Chief Advancement Officer at Heffernan. "We couldn't be happier to have Kate onboard as she brings the knowledge and experience to lead the integration of IT with our business and innovation opportunities in the future." About Heffernan Insurance Brokers
Heffernan Insurance Brokers, formed in 1988, is one of the largest independent insurance brokerage firms in the United States. Heffernan provides insurance and financial services products to a range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has offices in San Francisco, Petaluma, San Jose, San Mateo, Truckee, Bakersfield, Woodland Hills, Cypress, Los Angeles and Irvine, CA; Phoenix, AZ; Portland, OR; Seattle, WA; St. Louis, MO; Philadelphia, PA; and London UK. Employee-owned, Heffernan Insurance Brokers was named the Top Mid-Sized Broker in the United States to work for in 2009 by Business Insurance Magazine. The firm has been among the Top Greater Bay Area Philanthropists since 2003. For more information, visit www.heffins.com . License #0564249
SOURCE Heffernan Insurance Brokers

Heffernan Insurance Brokers Hires Kate Grasman as Chief Information Officer

11:13 EDT
Heffernan Insurance Brokers Hires Kate Grasman as Chief Information Officer

Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, acquired Beals Insurance Agency located in Ventura, Calif. Charley Beals, president of Beals, joined Heffernan Insurance Brokers effective August 1, 2022. Charley Beals has over 19 years of experience in the insurance industry and founded Beals Insurance Agency in 2014. He will be joining […]
The post Heffernan Insurance Brokers Acquires Beals Insurance appeared first on Fintech Finance.

Heffernan Insurance Brokers Acquires Beals Insurance

News provided by
Share this article
Share this article
WALNUT CREEK, Calif., Aug. 4, 2022 /PRNewswire/ -- Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, acquired Beals Insurance Agency located in Ventura, Calif. Charley Beals, president of Beals, joined Heffernan Insurance Brokers effective August 1, 2022. Charley Beals has over 19 years of experience in the insurance industry and founded Beals Insurance Agency in 2014. He will be joining Heffernan's HeffDirect division, combining the two firms' specialty in residential long-term care facilities for the elderly. "We are very excited to be partnering with Heffernan and feel that the substantial resources available to us through this partnership will allow an unparalleled customer experience and position us to bring a level of service that the industry has never seen," said Charley Beals, now Vice President at Heffernan Insurance Brokers. "We're looking forward to partnering with Charley Beals to provide an excellent customer experience and expanded resources to his loyal clients," said F. Michael Heffernan, President and CEO of Heffernan Insurance Brokers. "With a focus on residential long term care facilities, Beals is a welcome compliment to Heffernan's existing expertise, and we're confident we will deliver great products and services to existing clients while also seeking new opportunities." As part of the next phase of Heffernan's growth strategy, we are interested in collaborating with privately held independent brokers across the United States. If you are interested in learning more, please contact Matt McKenna, Director of Corporate Development, at 925-746-7962 or [email protected] . About Heffernan Insurance Brokers
Heffernan Insurance Brokers, formed in 1988, is one of the largest independent insurance brokerage firms in the United States. Heffernan provides insurance and financial services products to a range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has offices in San Francisco, Petaluma, Menlo Park, Truckee, Bakersfield, Woodland Hills, Los Angeles and Irvine, CA; Phoenix, AZ; Portland, OR; Seattle and Olympia, WA; St. Louis, MO; Philadelphia, PA; and London UK. Employee-owned, Heffernan Insurance Brokers was named the Top Mid-Sized Broker in the United States to work for in 2009 by Business Insurance Magazine. The firm has been among the Top Greater Bay Area Philanthropists since 2003. For more information, visit www.heffins.com . License #0564249
SOURCE Heffernan Insurance Brokers

11:17 EDT
Heffernan Insurance Brokers Acquires Beals Insurance

News provided by
Share this article
Share this article
WALNUT CREEK, Calif., April 13, 2022 /PRNewswire/ -- Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, has announced leadership changes as Brian Dantzig, Elizabeth Bishop, and John Tallarida expand their roles within the organization effective January 1, 2022. Elizabeth Bishop, current Executive Vice President, will become Chief Sales Officer for the company, tasked with overseeing key sales strategies, producer trainings, and Heffernan's niche practices. She will also continue her oversight of Personal Lines, Petaluma Commercial, and Portland operations and will work directly with Brian in that regard. Brian Dantzig, current Executive Vice President, will become the President of Retail with all Heffernan retail branches reporting to him. Brian's prior responsibilities included serving as branch manager for the Walnut Creek home office, overseeing the Missouri, Arizona and Philadelphia locations, and management of the Claims Consulting division. Brian started with Heffernan in 1999, bringing with him innovative ideas, insurance expertise, and enthusiasm. Finally, John Tallarida, current Executive Vice President and CEO of Costero Brokers Ltd., will be Heffernan's Director of Carrier Relations overseeing all carrier relations for Heffernan Group. John will also be responsible for Heffernan's new cyber panel initiative and continue as CEO of Costero Brokers Ltd., located in the UK. He will immediately transition out of his direct retail branch responsibilities. John started with Heffernan in 1991 and has been integral in hiring many of its producers and starting a variety of offices, most recently the UK operation for Heffernan Insurance Brokers. "As we continue to grow and evolve as a company, it becomes even more important that we are structured in such a way that enables us to achieve our goals," said F. Michael Heffernan, President and CEO of Heffernan Insurance Brokers. "I have always felt that one of the most important aspects of my role is to make sure individuals are set up in positions that will allow them to enjoy their work and be as successful as they can be. " 
More details about our leadership team can be found at https://www.heffins.com/about-us/leadership-team . About Heffernan Insurance Brokers
Heffernan Insurance Brokers, formed in 1988, is one of the largest independent insurance brokerage firms in the United States. Heffernan provides insurance and financial services products to a range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has offices in San Francisco, Petaluma, San Jose, San Mateo, Truckee, Bakersfield, Woodland Hills, Cypress, Los Angeles and Irvine, CA; Phoenix, AZ; Portland, OR; Seattle, WA; St. Louis, MO; Philadelphia, PA; and London UK. Employee-owned, Heffernan Insurance Brokers was named the Top Mid-Sized Broker in the United States to work for in 2009 by Business Insurance Magazine. The firm has been among the Top Greater Bay Area Philanthropists since 2003. For more information, visit www.heffins.com . License #0564249
SOURCE Heffernan Insurance Brokers

10:27 EDT
Heffernan Insurance Brokers Announces Advancement of Key Leadership

altumAI develops a platform and mobile application using data and artificial intelligence (AI) to transform and manage organizations. It leverages multiple data sources and a sophisticated platform that delivers the right information to the right worker at the right time. The platform helps organizations reduce the cost and frequency of damages, ensure compliance, boost productivity, and enable the workforce. It was founded in 2017 and is based in Los Angeles, California.

altumAI

WALNUT CREEK , Calif. , May 21 , 2020 / PRNewswire / -- Heffernan Insurance Brokers , one of the largest full-service , independent insurance brokerage firms in the United States , announced today a partnership with altumAI , the company behind the innovative ... Author :

Heffernan Insurance Brokers Partners With AltumAI, Creators Of FutureWork

Digital Insurance Group (DIG) operates as an insurance-technology partner company. Its data-driven insurance platform enables insurers, banks, and other companies to offer fully integrated insurance solutions to their customers at record speed. The company was created in 2017 and is based in Amsterdam, Netherlands.

Digital Insurance Group

VentureLoop products and services connect venture-backed companies, talent, entrepreneurs and resources. VentureLoop creates long-term relationships with venture capital firms, entrepreneurial individuals and service providers to develop a valuable pool of relationship capital for companies. It is located in Larkspur, California.

VentureLoop

Heffernan Insurance Brokers

Gallagher 

Aetna

Panoramic Ventures

Undisclosed Investors

Merger

Heffernan Insurance Brokers is an independent insurance brokerage firm providing insurance and financial services products to a range of businesses and individuals. Heffernan offers a full line of property, liability, group medical insurance, personal insurance, and financial services. In January 2021, Heffernan Insurance Brokers merged with Porter & Curtis. The terms of the transaction were not disclosed.

Wells Fargo Success Story

Professional Services

Platform Overview

Heffernan Insurance Brokers

Compete with Heffernan Insurance Brokers?

Compete with Heffernan Insurance Brokers?

Discover the right solution for your team