Business Details
38 Years
experience
Trusted Insurance Solutions for Businesses and Individuals
Heffernan Insurance Brokers has operated as an independent, employee-owned company since 1988, specializing in tailored insurance solutions for businesses and individuals. Our expertise spans commercial insurance, personal coverage, employee benefits, and financial services, with deep industry knowledge in sectors like healthcare, construction, and technology. Backed by over 35 years of experience, we prioritize client needs through personalized service and innovative risk management strategies.Our commitment extends beyond business, demonstrated through the Heffernan Foundation's community philanthropy and a corporate culture focused on social responsibility. With nationwide reach and localized understanding, we deliver comprehensive protection that safeguards clients' assets and future.
Services
Business Insurance
Personal Insurance
Employee Benefits
Financial Services
Commercial Insurance
Health Insurance
Retirement Services
Life Insurance
Pet Insurance
Short Term Travel Insurance
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of independent insurance expertise since 1988
- Our employee-owned structure ensures client-focused service prioritization
- Specialized knowledge in healthcare, construction, technology, and nonprofit sectors
- Comprehensive risk management solutions tailored to specific industry needs
- Nationwide coverage with localized market understanding
Services
Business Insurance
We provide comprehensive business insurance solutions protecting companies across industries. Our policies cover property damage, liability risks, and specialized needs for sectors like construction, healthcare, and technology. With flexible terms and nationwide availability, our coverage helps businesses manage risks while focusing on growth and operational continuity.
Personal Insurance
Our personal insurance offerings safeguard individuals' assets and future through home, auto, and life coverage. Tailored policies protect against unexpected events while providing financial security for families. We combine competitive rates with trusted carrier partnerships to deliver reliable protection for personal assets and lifestyle needs.
Employee Benefits
We design comprehensive employee benefit packages including health insurance, retirement plans, and wellness programs. Our solutions help businesses attract talent while meeting regulatory requirements. With customized approaches for small and large organizations, we ensure competitive benefits that support workforce stability and satisfaction.
Financial Services
Our financial services encompass retirement planning, investment strategies, and wealth management solutions. We help individuals and businesses create sustainable financial futures through personalized advisory services. With experienced professionals guiding decisions, clients receive strategic solutions aligned with long-term financial goals and risk tolerance.
Special Event Insurance
We offer specialized insurance for temporary business needs and events, including short-term liability protection. Policies cover accidents, property damage, and liability risks during specific timeframes. This flexible coverage ensures businesses maintain protection during special projects or events without long-term commitments.
People
F. Michael Heffernan III
President and Chief Executive Officer
Leading Heffernan Insurance Brokers since its founding, Mike Heffernan has built a nationally recognized insurance brokerage through strategic growth and client-focused values. His leadership emphasizes independence and community impact.
Philip Mortimer
Chief Financial Officer
Philip oversees financial operations and strategic planning for Heffernan Insurance Brokers, bringing extensive experience in managing financial growth for insurance organizations. He ensures fiscal responsibility while supporting business expansion initiatives.
Jani De La Rosa
Chief Sales Officer Employee Benefits
Jani leads employee benefits sales strategy, leveraging deep industry knowledge to develop comprehensive insurance solutions. Her expertise helps businesses create competitive benefit packages that attract and retain talent across multiple sectors.
Brian Dantzig
President of Retail Branches
Brian manages retail branch operations, focusing on expanding client services through localized expertise. With extensive insurance experience, he drives growth while maintaining high standards of customer service and community engagement.
Kate Grasman
Chief Information Officer
Kate leads technology strategy and digital innovation at Heffernan Insurance Brokers. She ensures technological advancements enhance client experiences while maintaining secure systems that support efficient insurance operations and service delivery.
Questions
What types of insurance does Heffernan offer?
We provide business insurance, personal insurance, employee benefits, financial services, and specialty programs including camera/film, peer-to-peer car rental, and special event insurance.
How can I get a quote?
Request a quote through our Quick Insure platform online or contact our specialists directly for personalized coverage options tailored to your specific needs.
Do you serve businesses nationwide?
Yes, we offer insurance solutions across the United States with specialized programs available in California, Georgia, New Jersey, Texas, and Virginia.
Are you an independent insurance broker?
Yes, we've remained employee-owned and independent since 1988, allowing us to provide unbiased recommendations from multiple carriers to best meet client needs.
What industries do you specialize in?
We have deep expertise in construction, healthcare, technology, nonprofit, hospitality, food industry, and real estate sectors with customized insurance solutions.
Do you offer personal insurance products?
Yes, we provide life insurance, pet insurance, short-term travel plans, and other personal coverage options through trusted carriers like Nationwide.
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