Your new client hub
Welcome to Heffernan
Everything you need to manage your policy, discover what else we offer and stay informed is on this page.
More coverage
One broker for the rest of your risk
Many clients start with one policy. Here is everything else Heffernan can do for you.
Commercial insurance
Property, general liability, workers’ compensation, D&O and cyber coverage tailored to your industry.
Health benefits
Employee health and benefit plans, individual health and Medicare, HR technology, compliance support and member advocacy.
Personal insurance
Homeowners, auto, condo, renters, watercraft, umbrella and life insurance.
Private client services
Bespoke asset protection and high-limit liability for executives and families, including fine art, jewelry and aircraft.
Financial services & wealth
Through Heffernan Financial: corporate retirement plans, personal financial planning and wealth strategies.
Quick Insure
Buy select coverage online in minutes: short-term travel, pet insurance and special event insurance.
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Learn
Resources written for clients
Educational resources help you stay ahead of market trends, regulatory changes and risk.
Webinar calendar
20+ live and on-demand webinars a year on HR, management and leadership, and financial services.
Weekly blog
Industry insights and news, plus new posts every week on personal, business, benefits and financial topics.
Webinar archive
Missed a session? Catch up on past events and webinars on demand, any time.
Compliance & Education
Our attorneys and compliance specialists keep you current on the laws and regulations affecting your benefits program, with benefits alerts and help with Form 5500 filings, annual legal notices and Wrap documents.
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About Heffernan
Independent since 1988. Employee-owned.
Founded in Walnut Creek, California, Heffernan is one of the nation’s largest independent brokerage firms, with offices coast to coast. Being independent means our advice is built around you, and our people are owners of the company.
“Thank you for entrusting our team to help protect your business and family. We look forward to working with you.”
F. Michael Heffernan, President and CEO
Community impact
Your partnership supports your community
Through the Heffernan Foundation, our corporate giving arm, we donate a portion of our profits every year to local non-profits focused on shelter, food, healthcare, education and human services.
Online tools
Your policy resources, any time
Log in, pay and apply from your desktop or phone.
HIB 24/7 Client Portal
View policy documents, issue certificates of insurance, print auto ID cards, request changes to locations, vehicles and drivers, and report claims. Open any time on desktop or mobile.
New to the portal? Watch the portal tour. Your service representative can set up access.Make a payment
Pay premiums by ACH or credit card through our secure payment portal (Applied Pay). Premium financing is also available.
Applied Pay tour · Premium finance tourInsurance applications (Indio)
Complete, sign and submit applications in one secure place, and message your service representative from inside the platform.
Indio client tourMineral (HR and compliance)
Take the guesswork out of HR and compliance. Get proactive alerts to stay compliant, build a federal and single-state compliant handbook, monitor your organizational health and use the full catalog of workplace harassment prevention training.
Not set up yet? Ask your service team.Employee Navigator
An online benefits administration platform that brings benefits, ACA reporting, integrated payroll, new hire onboarding and HR management together in one place.
Financial Services Client Portals
Working with a Heffernan financial advisor? Find the portal for your accounts: Heffernan Financial portal, Charles Schwab, Netxinvestor, Wove, RightCapital, MoneyGuidePro.
Which portal you use depends on your financial advisor.Risk Management Center
Web-based safety and risk tools: risk library, HR essentials, behavior-based safety program and loss control.
Ask your service representative if you need help getting started.Nothing in this section is tagged for .
Not sure where to start?
Your service representative can set up portal access, walk you through a payment or send an application link.
Find an office
Offices coast to coast
Headquartered in Walnut Creek, California. Pick a region or select a pin on the map to find the office nearest you.
Honolulu
Brashears & Newendorp, a division of Heffernan Insurance Brokers
735 Bishop StreetSuite 321
Honolulu, HI 96813
- Phone
- 808-944-9237
London
Costero Brokers
Northern & Shell Building9th Floor, 10 Lower Thames Street
London, EC3R 6EN, United Kingdom
- Phone
- +44 (0) 20 8051 5100
- Fax
- +44 (0) 20 7702 9276
San Mateo
1820 Gateway DriveSuite 260
San Mateo, CA 94404
- Phone
- 800-833-7337
- Alt
- 650-842-5200
- Fax
- 650-842-5201
Santa Barbara
Brashears & Newendorp, a division of Heffernan Insurance Brokers
3020 De La Vina St.Santa Barbara, CA 93105
- Phone
- 805-564-7645
Walnut Creek
Corporate headquarters
1350 Carlback AvenueWalnut Creek, CA 94596
- Phone
- 925-934-8500
- Fax
- 925-934-8278
Woodland Hills
20750 Ventura BoulevardSuite 350
Woodland Hills, CA 91364
- Phone
- 818-444-7722
- Fax
- 818-444-7727
New to Heffernan?
Watch our welcome video
A short introduction to who we are and how we work with you.
HIB At a Glance
A quick look at who we are and what we offer. View it online or download a copy.
Ready to get started?
Request a policy change, issue a certificate or speak with an advisor. Send us a note and your service team will get back to you.
Prefer to talk?
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