Heffernan Insurance Brokers

Heffernan Insurance Brokers is an independent insurance brokerage headquartered in Walnut Creek, California and founded in 1988. It has remained employee owned, growing through organic growth and acquisitions of privately held independent brokers, and it has offices coast to coast with approximately 600 staff.

The firm places business insurance, personal insurance, employee benefits, and financial services products. Business lines include general liability, property, camera and film insurance, special event and short-term general liability, peer-to-peer car rental, AI liability, professional practice cover, private equity and M&A, and surety bonds placed through a third-party bond portal. Benefits work covers advisory services, administration and advocacy, compliance and education, benefit technology, and retirement services and financial planning. Personal lines include private client services and short-term travel plans.

Heffernan's reputation was built on niche practices including real estate, nonprofit, construction, healthcare, transportation, hospitality, food, janitorial, care providers, senior living, animal welfare organizations, dry cleaning and laundries, vintners and growers, churches, technology, and architects and engineers. The firm runs HG Innovate, a programme for testing and investing in insurance technology, and describes technology as an extension of its advisory model rather than a separate offering. Since 2003 it has been named a Top Corporate Philanthropist and says it donates over 10 percent of profits to charity each year on average.

It operates under California licence #0564249. The firm's own pages give different revenue figures in different places, and no office list or fee information is published, so confirm which office and which practice would handle a real estate account.