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CNA vs Heffernan Insurance Brokers

CNA directs small-business buyers to agents, while Heffernan Insurance Brokers’s published materials document its application route. Compare how each handles your submission and policy support, then confirm the actual insurer, terms, and service contact in writing. 3,47

Introduction

Coverage Comparison

CoverageCNAHeffernan Insurance Brokers
Builders riskListed 31Inland Marine appetite category; separately, Ocean Marine lists Hull Builders RiskListed 50Heffernan arranges builders risk.
Business owner’s policyListed 9Listed 43Heffernan arranges business owner’s policies for small businesses.
Cargo and transitListed 10Listed 51,52Heffernan arranges marine cargo insurance for freight, import and export businesses.
Commercial autoListed 11Listed 41Heffernan arranges commercial auto insurance.
Commercial propertyListed 12Listed 41Heffernan arranges commercial property insurance.
CrimeListed 30named Management Liability coverage and configurable Epack 3 componentListed 54Heffernan arranges crime insurance.
Cyber liabilityListed 13Listed 41,44,43Heffernan arranges cyber insurance.
Directors and officersListed 14Listed 41Heffernan arranges directors and officers liability.
Employee health and benefitsNot listedListed 46Heffernan advises employers on group health, dental and vision benefits.
Employment practices liabilityListed 15Listed 41Heffernan arranges employment practices liability.
Equipment breakdownListed 16Not listed
Fidelity bondsListed 17Listed 54Heffernan arranges employee dishonesty bonds.
Fiduciary liabilityListed 18Listed 41Heffernan arranges fiduciary liability.
General liabilityListed 19Listed 41,43Heffernan arranges general liability insurance.
Hired and non-owned autoListed 29coverage within Commercial AutoListed 54Heffernan arranges hired and non-owned auto liability.
Kidnap and ransomListed 30named Management Liability coverage and configurable Epack 3 componentListed 41Heffernan arranges kidnap and ransom insurance.
Last-mile deliveryNot listedListed 52Heffernan arranges insurance for final-mile delivery businesses.
Management liabilityListed 21Listed 52Heffernan arranges management liability insurance.
Media liabilityListed 28component of Epack 3 packageNot listed
Medical malpracticeListed 22Listed 53Heffernan arranges medical malpractice insurance.
Product liabilityListed 23,25,24Not listed
Professional errors and omissions (E&O)Listed 28currently marketed Miscellaneous Professional Liability and Epack 3 professional-liability componentListed 43Heffernan arranges professional errors and omissions insurance for small businesses.
Representations and warrantiesNot listedListed 55Heffernan arranges representations and warranties insurance.
Surety bondsListed 17Listed 51,48Heffernan arranges surety bonds, including through a linked online bond portal.
Technology errors and omissions (E&O)Listed 13Not listed
Tools, equipment and inland marineListed 20Not listed
TruckingNot listedListed 52Heffernan arranges insurance for trucking and logistics businesses.
Umbrella and excess liabilityListed 26Listed 52Heffernan arranges excess and umbrella insurance.
Workers’ compensationListed 27Listed 41,43Heffernan arranges workers’ compensation insurance.

A listing may be arranged through an insurer or partner. “Not listed” means this catalogue has no separate offering recorded; ask the provider whether it can quote the coverage and request the policy terms.

Current Spot Scores

Each score uses the rubric for that provider’s documented role. Providers with more than one role may have a score for each.

Heffernan Insurance Brokers

Broker

Broker

5.0/ 10

Assessed provider: Heffernan Insurance Brokers. Scope: Heffernan Insurance Brokers retail brokerage and Heffernan Network Insurance Brokers subsidiary/service activity. Neither is treated as a carrier or generic policy issuer; the contracting producer must be identified for a specific placement.

Provider assessment

Review Scores

These averages can combine ratings for different products, locations, and customer groups, including approximate BBB grade conversions. Read each review for the sources, scope, and calculation.

CNA

9.0/ 10

Review Score

1 rated source

Customer feedback on CNA is mixed and hard to compare. NerdWallet gave it 4.5 out of 5 for manufacturers, while Trustpilot shows about 1.4 out of 5 from 49 mostly self-selected reviews.[1][5]

Read CNA reviews

Heffernan Insurance Brokers

5.2/ 10

Review Score

1 rated source

Heffernan’s available review sample is small and local, with a low Google rating for one office. Check the team that would actually serve your business.[6][7][8]

Read Heffernan Insurance Brokers reviews

Key Differences Between CNA and Heffernan Insurance Brokers

Business Roles and Access

CNA’s documented small-business access begins with an agent. Heffernan Insurance Brokers describes its role as follows; ask which entity will advise, place, service, and issue the policy you are considering.

CNA directs small-business buyers to work with an agent. CNA also says its U.S. offices work with independent agents and brokers to provide policyholder service and insurance solutions. 3,4Company-reported. CNA’s stated U.S. small-business route and U.S. agency relationships. These sources do not establish that every CNA product requires an agent or that buyers can complete a purchase directly online.

Heffernan Insurance Brokers’s record describes a separate role and route. Compare the actual parties named in each proposal; a brand or platform name alone does not establish who advises, places, services, or underwrites a policy.

Heffernan is a broker that shops insurers, presents options and arranges coverage; the policy’s insurer, not Heffernan, issues it and handles covered claims. 41,44,40,36Company-reported. Company-described broking role. Do not infer underwriting authority for all products from the marine-cargo program’s in-house authority language.

Applications and Buying Process

CNA’s published small-business route is agent-directed. Heffernan Insurance Brokers documents the following application approach, which may be a better fit when it matches how you want to submit business information and work through options.

CNA directs small-business buyers to work with an agent. CNA also says its U.S. offices work with independent agents and brokers to provide policyholder service and insurance solutions. 3,4Company-reported. CNA’s stated U.S. small-business route and U.S. agency relationships. These sources do not establish that every CNA product requires an agent or that buyers can complete a purchase directly online.

You can start with an inquiry form asking for contact details, insurance needs and an operations description; the form was not submitted, so quote results and binding steps were not established. 47Verified. Chrome inspection of the unsubmitted Contact Form 7 on heffins.com/contact-us/. No fields completed and no submission. Downstream underwriting and post-submission behavior not tested. The wording was checked against the stored inspection record on 24 September 2026; the website was not revisited.

Coverage and Policy Service

The comparison table shows the current listed coverage categories for both providers. Matching labels are only a starting point: ask for each proposed policy form, endorsements, limits, deductibles or retentions, and exclusions. CNA describes this service route for its stated scope; Heffernan Insurance Brokers’s record describes its own service model.

CNA says CNA Central gives small-business agents access to policy documents, loss runs, and claims information. CNA’s 2022 agent guide says agents can access policy, billing, and claims information and download new-business, renewal, and endorsement documents. This describes agent access, not automatic renewal or a guaranteed renewal offer. 3,5Company-reported. Small-business agent servicing through CNA Central, based on the current U.S. small-business page and a guide copyrighted 2022. The guide’s detailed portal functions are historical interface descriptions; renewal-document access does not establish that every policy renews or will receive an offer.

Heffernan says clients receive claims, loss-control, HR and risk-management support, with digital access to documents and certificates; confirm which tools and services your engagement includes. 41,58,45Company-reported. Official feature descriptions only; no authenticated client account or measured service levels.

Claims Reporting

Before selecting either route, identify the issuer and the exact instructions that apply to each policy. CNA’s source describes its reporting entry point and stated limits; Heffernan Insurance Brokers’s fact records the available claims information within its documented scope. These descriptions do not establish claim outcomes.

CNA’s Claims Center provides an online entry point where a visitor enters a few details to learn claim-reporting options and lists phone help Monday through Friday, 8 a.m.–8 p.m. Eastern. The page does not establish complete online filing or claim outcomes. 7Company-reported. CNA U.S. Claims Center page accessed 2026-09-28; policy-specific reporting instructions, completion of a claim online, and claim outcomes are not established by this page.

Heffernan describes claims consulting from intake through resolution, including carrier liaison and medical triage; its marine-cargo program separately claims authority to adjust, settle and pay. These are service claims, not a promise that your loss is covered. 45,51Company-reported. Company descriptions of advocacy and a specialty cargo claims unit. Speed, “$1 billion managed,” and “up to 75% faster” figures are not adopted as verified performance.

What to Confirm in Quotes

Ask CNA and Heffernan Insurance Brokers to identify the producer or advisor, issuing insurer, and policy-specific service contact for every proposed line. Request the same limits, deductibles or retentions, retroactive dates where applicable, endorsements, exclusions, fees, and effective dates so you can compare the actual terms. Confirm who handles routine changes and renewal questions, and get the claims reporting instructions with the policy documents. CNA’s small-business route starts with an agent; ask Heffernan Insurance Brokers who will guide your submission and what support continues after binding.

Compare Services

What each provider documents about the services you may need

CriteriaCNAHeffernan Insurance Brokers
Application process

CNA directs small-business buyers to work with an agent. CNA also says its U.S. offices work with independent agents and brokers to provide policyholder service and insurance solutions. 3,4Company-reported. CNA’s stated U.S. small-business route and U.S. agency relationships. These sources do not establish that every CNA product requires an agent or that buyers can complete a purchase directly online.

You can start with an inquiry form asking for contact details, insurance needs and an operations description; the form was not submitted, so quote results and binding steps were not established. 47Verified. Chrome inspection of the unsubmitted Contact Form 7 on heffins.com/contact-us/. No fields completed and no submission. Downstream underwriting and post-submission behavior not tested. The wording was checked against the stored inspection record on 24 September 2026; the website was not revisited.

Technology buyers work with a specialist broker who gathers insurer quotes and helps choose coverage; Heffernan does not promise a universal quote or binding time for growth-stage programs. Quick Insure is a separate path for selected personal and short-term business products. 42,44,48,47Company-reported. Service descriptions. Technology-page FAQ “how do I get” language is educational process copy, not a measured SLA.

Servicing and renewals

CNA says CNA Central gives small-business agents access to policy documents, loss runs, and claims information. CNA’s 2022 agent guide says agents can access policy, billing, and claims information and download new-business, renewal, and endorsement documents. This describes agent access, not automatic renewal or a guaranteed renewal offer. 3,5Company-reported. Small-business agent servicing through CNA Central, based on the current U.S. small-business page and a guide copyrighted 2022. The guide’s detailed portal functions are historical interface descriptions; renewal-document access does not establish that every policy renews or will receive an offer.

A CNA Small Business Service Center handout copyrighted 2021 says the center handles participating agency customers’ inquiries about certificates, policy changes, coverage, billing, and additional coverage or endorsement quotes. It states weekday hours of 7 a.m.–7 p.m. Central Time and says the agency/customer relationship remains in place. This describes a particular service-center program, not every CNA account. 6Company-reported. Company-reported service-center functions from a 2021 CNA handout. The handout describes enrollment and account selection for this small-business agency program; it does not establish availability for every CNA policy or account.

Heffernan says clients receive claims, loss-control, HR and risk-management support, with digital access to documents and certificates; confirm which tools and services your engagement includes. 41,58,45Company-reported. Official feature descriptions only; no authenticated client account or measured service levels.

Claims assistance

CNA’s Claims Center provides an online entry point where a visitor enters a few details to learn claim-reporting options and lists phone help Monday through Friday, 8 a.m.–8 p.m. Eastern. The page does not establish complete online filing or claim outcomes. 7Company-reported. CNA U.S. Claims Center page accessed 2026-09-28; policy-specific reporting instructions, completion of a claim online, and claim outcomes are not established by this page.

Heffernan describes claims consulting from intake through resolution, including carrier liaison and medical triage; its marine-cargo program separately claims authority to adjust, settle and pay. These are service claims, not a promise that your loss is covered. 45,51Company-reported. Company descriptions of advocacy and a specialty cargo claims unit. Speed, “$1 billion managed,” and “up to 75% faster” figures are not adopted as verified performance.

Sources

CNA Official Website

  1. CNA Financial Corporation 2025 Form 10-K. U.S. Securities and Exchange Commission; CNA Financial Corporation filer; 2025 Form 10-K, Part I, Item 1 “Business,” opening paragraph (company status, CNA group definition, operating-company list); Note A “Basis of Presentation”; Item 1 ownership statement; exact filing text from SEC indexing and the alternate SEC-hosted annual-report PDF, accessed 2026-09-28. Accessed 2026-09-28.
  2. General Disclaimer. CNA; General Disclaimer paragraphs 1 and 5 (HTML lines 24 and 28): CNA describes Continental Casualty Company and its relevant affiliates; references to CNA may include one or more CCC affiliates; each particular policy/product/service is the responsibility only of the specific CNA company that issues or supplies it. Footer line 57 identifies CNA Financial Corporation as trademark registrant. Re-read 2026-09-29. Accessed 2026-09-29.
  3. Insurance for Small Businesses. CNA; Insurance for Small Businesses, lines 38-50 and 65-67 (CNA Central and agent route); lines 79-106 (product and stated appetite lists); page footer line 132 (CNA registered service mark). Accessed 2026-09-28.
  4. United States. CNA; United States page, introductory paragraph, line 35. Accessed 2026-09-28.
  5. Small Business | CNA Central Agent Guide. CNA; CNA Central Agent Guide, pages 1-2; access credential note and agent portal context, page 1 lines 3-8; Get a Quote, lines 12-22; Service My Accounts, lines 39-66; copyright/trademark footer, page 2 lines 68-71 (Copyright © 2022). Accessed 2026-09-28.
  6. Small Business Service Center. CNA; One-page Small Business Service Center handout, lines 0-27 (service functions, weekday hours, continuing agency relationship, enrollment/account selection); lines 40-43 (legal/distribution limitations, trademark, copyright © 2021). Accessed 2026-09-28.
  7. Report an Insurance Claim. CNA; Report a Claim and Need more Help, lines 21-33. Accessed 2026-09-28.
  8. United States | CNA Insurance. CNA; Official U.S. Locations page title, observed on page open; page body begins at lines 21-35. Accessed 2026-09-28.
  9. CNA Connect Small Businessowners Policy (BOP) | CNA Insurance. CNA; CNA Connect; coverages, product range, services. Accessed 2026-09-28.
  10. Ocean Cargo | CNA. CNA; pp. 1–2: transit scope, extensions, agent/insured portal and cargo claims specialists. Accessed 2026-09-28.
  11. Commercial Auto Insurance for Businesses | CNA Insurance. CNA; Coverages, endorsements, risk control, claims. Accessed 2026-09-28.
  12. Commercial Property Insurance | CNA Insurance. CNA; Product by customer size; placements and capacity. Accessed 2026-09-28.
  13. Cyber Insurance - Cyber Risk Solutions | CNA Insurance. CNA; Cyber, Media, Technology & Professional Liability; product sections. Accessed 2026-09-28.
  14. Private Company Directors & Officers Liability | CNA. CNA; pp. 1–2: covered claims, Side A/B/C, limits, eligibility and claims. Accessed 2026-09-28.
  15. Employment Practices Liability | CNA. CNA; pp. 1–3: wrongful practices, third-party acts, insured classes, risk services and claims. Accessed 2026-09-28.
  16. Equipment Breakdown Insurance | CNA Insurance. CNA; Coverage, inspection, monoline and package placement. Accessed 2026-09-28.
  17. CNA Surety - Surety and Fidelity Bonds | CNA Insurance. CNA; Surety/fidelity product sections, geography, agents/brokers, bONdLINE and claims services. Accessed 2026-09-28.
  18. Fiduciary Liability | CNA. CNA; pp. 1–2: benefit-plan administration, covered costs, eligible organizations and claims. Accessed 2026-09-28.
  19. Commercial General Liability Insurance | CNA Insurance. CNA; Commercial General Liability; customer sizes, coverage, teams. Accessed 2026-09-28.
  20. Inland & Ocean Marine Insurance | CNA Insurance. CNA; Inland Marine and Ocean Marine coverage sections. Accessed 2026-09-28.
  21. Management Liability Insurance and Professional Liability | CNA Insurance. CNA; Management liability overview, coverages, Epack 3. Accessed 2026-09-28.
  22. Tailored Coverages for Aging Services, Allied Healthcare Facilities and More | CNA. CNA; pp. 4–5, 7–8: healthcare classes, PL/GL options, claims and risk-control capabilities. Accessed 2026-09-28.
  23. Life Sciences Insurance | CNA. CNA; Life Sciences: products, target classes, claims and risk control. Accessed 2026-09-28.
  24. Small Business Life Sciences Insurance | CNA. CNA; Coverage and appetite: products liability, limits, optional features and target classes. Accessed 2026-09-28.
  25. Life Sciences Coverage Highlights FAQ | CNA. CNA; pp. 1–3: work-hazard products liability, separate/combined form, recall benefit, reporting, availability and exclusions. Accessed 2026-09-28.
  26. Umbrella Insurance and Excess Liability Insurance | CNA Insurance. CNA; Forms, enhancements, underwriting. Accessed 2026-09-28.
  27. Workers’ Compensation Insurance | CNA Insurance. CNA; Benefits, prevention, claims. Accessed 2026-09-28.
  28. Cyber Insurance - Cyber Risk Solutions | CNA Insurance. CNA; U.S. page, opened 2026-09-29: lines 48-52 Epack 3 modular policy combines cyber, media, technology and professional liability; lines 64-84 MPL and media; line 128 CNA brand disclosure and ©2026. Accessed 2026-09-29.
  29. Commercial Auto Insurance for Businesses | CNA Insurance. CNA; U.S. page, opened 2026-09-29: lines 28-30 and coverages lines 31-34; commercial auto covers business-use owned, hired and non-owned vehicles; ©2026 at line 61. Accessed 2026-09-29.
  30. Management Liability Insurance and Professional Liability | CNA Insurance. CNA; U.S. page, opened 2026-09-29: lines 33-44 name crime and kidnap/ransom/extortion; lines 49-54 describe modular Epack 3 and flexible coverage mix; ©2026 at line 80. Accessed 2026-09-29.
  31. Inland & Ocean Marine Insurance | CNA Insurance. CNA; U.S. page, opened 2026-09-29: lines 29-35 describe Inland Marine and Builders Risk appetite; lines 46-54 separately list Ocean Marine and Hull Builders Risk; ©2026 at line 84. Accessed 2026-09-29.
  32. Small Business Insurance Solutions for Life Sciences | CNA Insurance. CNA; U.S. page, opened 2026-09-29: page issue marker 06.17.2025 at line 75; line 63-65 describes monoline product liability with E&O and automatic Class 1 recall mitigation-expense benefit; line 74 says issuer, availability and policy-terms qualifications; ©2026 line 101. Accessed 2026-09-29.
  33. Life Sciences Coverage FAQs. CNA; PDF opened 2026-09-29: p.1 lines 10-18 Class 1 recall supplementary benefit and sublimit; p.1 lines 31-34 circumstance-reporting exception; p.2 lines 104-109 says illustrative, policy controls, availability varies and copyright ©2023 / 20230314. Historical detailed qualification, not a current form. Accessed 2026-09-29.
  34. Manufacturer Insurance: Best Companies, Costs and Coverages. NerdWallet; Published 2026-03-26; CNA section, lines 348-359: manufacturer-specific editorial assessment says relatively low property/liability complaints and workers-comp complaints slightly higher than expected for company size; no full CNA review. Re-read 2026-09-29. Accessed 2026-09-29.
  35. CNA Insurance Reviews. Trustpilot; CNA.com profile, lines 40-72 and current review entries including business billing complaint (lines 59-63) and long-term-care reports (lines 66-70); profile says reviews are individual opinions at line 177. Self-selected mixed review population, not a representative commercial-insurance outcome. Re-read 2026-09-29. Accessed 2026-09-29.

Heffernan Insurance Brokers Official Website

  1. Heffernan Insurance Brokers. Heffernan Insurance Brokers; What we offer; Independent since 1988; Built for what’s next; footer copyright and License #0564249; Quick Insure; Get a quote; Propeller bond-portal disclaimer. Accessed 2026-09-16.
  2. Our Story. Heffernan Insurance Brokers; Headquartered in Walnut Creek; nationwide presence; founded 1988; employee owned; niche practices including technology. Accessed 2026-09-16.
  3. Our Locations. Heffernan Insurance Brokers; Nationwide coverage heading; Walnut Creek corporate headquarters; Bay Area and other California offices; Pacific Northwest, Mountain West, Northeast, Southeast, Honolulu; London Costero listing; footer License #0564249. Accessed 2026-09-16.
  4. Walnut Creek. Heffernan Insurance Brokers; Corporate headquarters; founded 1988 in Walnut Creek. Accessed 2026-09-16.
  5. Privacy Statement. Heffernan Insurance Brokers; Collection for professional services; disclosure to non-affiliated third parties to solicit quotations from insurance carriers; website content developed in the United States and intended for U.S. users except where otherwise specified. Accessed 2026-09-16.
  6. Heffernan Business Insurance Brokerage. Heffernan Insurance Brokers; Forward-Thinking Business Insurance: basic coverages (general liability, commercial property and auto, workers’ compensation); corporate and executive protection (EPL, D&O, fiduciary responsibility, cyber, kidnap and ransom); alternative risk capabilities; claims, loss control and risk-management services; industry practice links including Technology and Claims Advocacy. Accessed 2026-09-16.
  7. Technology Company Insurance. Heffernan Insurance Brokers; Pre-IPO and venture-funded heading; mid to late stage specialization; global expansion copy; self-insurance strategies; Key Markets list; Why Heffernan broker history; Joseph Talmadge practice leader; FAQ. Accessed 2026-09-16.
  8. Small Business Insurance. Heffernan Insurance Brokers; Tailor-Made Insurance for Small Businesses: sole proprietors to fast-growing companies; types of coverage we can provide (GL, WC, E&O, BOP, cyber); industry list including Technology. Accessed 2026-09-16.
  9. Cyber Security Insurance. Heffernan Insurance Brokers; Make Cyber Liability Insurance Part of Your Cyber Risk Management Plan: cyber risk team determines exposure, shops the market, presents options and guides coverage selection; FAQ. Accessed 2026-09-16.
  10. Claims Advocacy. Heffernan Insurance Brokers; Full-service claims consulting; workers’ compensation strategy and carrier liaison; medical triage; general liability, auto and property advocacy; vendor compliance tools. Accessed 2026-09-16.
  11. Health Insurance services. Heffernan Insurance Brokers; Heffernan Benefit Advisors; Health Insurance / Let us help you find the ideal program: large and small group employee benefits, group dental, group vision, medical, life and disability, voluntary benefits, Medicare; Administration and Advocacy. Accessed 2026-09-16.
  12. Contact Us. Heffernan Insurance Brokers; Contact form fields: First Name, Last Name, Email, Phone, Insurance Needed, Description of Operations; Select Need A Quote / Other / Would like to speak with someone; Submit. Accessed 2026-09-16.
  13. Quick Insure. Heffernan Insurance Brokers; Fast quotes for personal and business insurance; Business Insurance tiles including Short Term General Liability, Surety, Special Event Insurance, Peer-to-Peer Car Rental; linked Propeller bond portal and third-party bond-provider notice; Trusted Providers copy. Accessed 2026-09-16.
  14. Short-Term General Liability. Heffernan Insurance Brokers; Partnership with Thimble Insurance Services for on-demand general liability; eligibility, pricing and coverage may vary by state; non-binding indication disclaimer. Accessed 2026-09-16.
  15. Construction & Contractor Liability Insurance. Heffernan Insurance Brokers; Protect Your Construction Projects with Builders Risk Insurance: customized builders risk coverage; contractor sectors served; construction-broker contact route; FAQ. Accessed 2026-09-16.
  16. Marine Cargo. Heffernan Insurance Brokers; Transportation Insurance Programs for Freight Forwarders and Logistics Companies; Coverage Options: Marine Cargo, E&O and Surety Bonds; Specialty Programs; in-house underwriting authority; exclusive access to major insurance carriers; dedicated claims division with settlement authority. Accessed 2026-09-16.
  17. Transportation Insurance. Heffernan Insurance Brokers; Our transportation subsectors include (trucking and final mile delivery); We offer the following exclusive and sponsored products (auto liability, motor truck cargo, umbrella, workers’ compensation, cyber and management liability); appointed with top transportation carriers. Accessed 2026-09-16.
  18. Healthcare Insurance for Health Care Services. Heffernan Insurance Brokers; Healthcare Services: Medical Malpractice (Med Mal); commercial-insurance solutions for physician groups, clinics, hospitals and other health care businesses; relationships with the nation’s top insurance carriers; captives and self-insurance options. Accessed 2026-09-16.
  19. Home Care Business Insurance. Heffernan Insurance Brokers; We offer comprehensive coverage for: workers’ compensation, general and professional liability, EPL, owned auto, Non-owned and Hired Auto, Crime–Third Party Theft, Employee Dishonesty Bond, cyber, medical billing E&O and property; home-care, home-health and hospice program audience. Accessed 2026-09-16.
  20. Private Equity and M&A. Heffernan Insurance Brokers; HIB Private Equity and M&A Practice (private-equity firms and strategic investors); Representation & Warranty (RWI) Insurance; Transactional Risk Mitigation list including contingent, environmental, tax and litigation buyout. Accessed 2026-09-16.
  21. Heffernan Network Insurance Brokers. Heffernan Insurance Brokers; Formerly OLI Insurance Services; wholly owned subsidiary; agency acquisition and perpetuation; exclusive carrier access described for partner agencies. Accessed 2026-09-16.
  22. London, UK – Costero Brokers. Heffernan Insurance Brokers; Costero Brokers Ltd. London office listing; full-service London brokerage; link to costerobrokers.com. Accessed 2026-09-16.
  23. Modern Brokerage Solutions. Heffernan Insurance Brokers; Independent brokerage; digital document access and service activity status; TrustLayer and Quick Insure mentions; AI workflow for claims administration. Accessed 2026-09-16.
  24. Heffernan Insurance Brokers Acquires Kristin Manwaring Insurance Associates, Inc. Heffernan Insurance Brokers via PR Newswire; 26 August 2026 release; Walnut Creek; independent brokerage; F. Michael Heffernan, President and CEO; License #0564249 in about block. Accessed 2026-09-16.
  25. SkyKnight Invests in Heffernan Insurance Brokers to Support the Platform’s Continued Growth. InsuranceNewsNet reprint of SkyKnight Capital BusinessWire; 22 July 2019 announcement; minority investment; ESOP recapitalization; Mike Heffernan quote on retaining employee ownership. Accessed 2026-09-16.
  26. California License Number Search. California Department of Insurance; License-number search form. Accessed 2026-09-16.

Updated . Spot, a product of Tools for Enlightenment, publishes this research and works in the commercial insurance market. Editorial policy. To suggest a correction, contact Spot with the page URL and supporting source.

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