Heffernan Insurance Brokers
Headquartered in Walnut Creek, California, Heffernan Insurance Brokers has nationwide presence offering comprehensive business insurance, personal insurance, employee benefits and financial services products to a wide range of businesses and individuals. So, what sets us apart? Our Consulting Division, people and services are available to assist our clients with their risk mitigation needs.
Our Consulting Division’s service offerings and team members provide our clients with a definitive competitive edge when it comes to managing your risk and asserting control over your insurance costs. From our industry expertise to industry partnerships, our knowledge and relationships benefit our clients on a daily basis. Our strong team approach allows us to be there for our clients when we are needed most. There is always an expert available to assist you. Please email hibconsulting@heffins.com with any questions.
Why choose us
Advise
our clients by identifying their areas of opportunity where they can strengthen their risk management program.
Review
and make recommendations based upon our client’s individual experiences & exposures.
Coach
our clients on how to proactively manage their areas of opportunity and overall risk.
Deliver
solid recommendations and statistical information to support our efforts and benchmark progress.
Advocate
for our clients to ensure that their best interests are always represented.
Support
our clients by providing ongoing support and resources to ensure lasting improvement and success.
Services
Expert Claims Consulting (Workers’ Compensation, Commercial Auto and General Liability)
Medical Triage Services – Telephonic, Onsite and Telemedicine
Return to Work Programs – FEHA/ADA
Workers’ Compensation Litigation Expertise and Assistance
Loss Control Assistance (web-based safety platforms plus industry specific on-site loss control expertise)
Human Resources & Labor Law Support
Compliance Management powered by TrustLayer
What Our Clients Say
The entire team provides valuable advice and education to most all of our clients. They are vital to client retention, obtaining new business and are considered an extension of our service team. If you are not using them, I would start immediately!
Russell Merlo
Vice President/Senior Account Executive, Heffernan Insurance Brokers
Our claims team is integral with winning new business and maintaining solid relationships with clients. Lisa and her team have earned the respect of many of my clients. Heffernan claims consultants and supporting team members deliver proven results which positively affects difficult and sometimes frustrating claims situations. When Workers' Comp claims become Employment Practices claims our claims consulting team work closely with Commercial Lines to ensure consistent communication within the departments. When a client had to combine 3 x-mods into one our claims team worked closely with the bureau and carrier to ensure accuracy and transparency with a complicated situation to ensure client satisfaction.
Pete Picetti
Senior Vice President, Heffernan Insurance Brokers
The Heffernan Consulting Team has been an outstanding tool for us. They have helped with client retention and with getting new clients. It can really set us apart in the field.
Also, we have strong people who are knowledgeable and personable, just what you need in a client or prospect meeting. I would never hesitate to bring them out. I am very grateful for all their support over the years.
