BEST INSURANCE BROKERAGE
H EFFERNAN INSURANCE BROKERS
By Alex Russell
S ince setting up shop in the North Bay 34 years ago, Heffernan Insurance Brokers has become a trusted local partner. “We provide comprehensive business insurance, personal insurance, employee benefits and financial service products to a wide range of businesses and individuals nationwide,” says Elizabeth Bishop, EVP/CSO and board member, who’s been with the company for 27 years. The brokerage has approximately 600 employees nationwide and is employee owned. Despite its size, says Bishop, “I love the family culture.” She explains, “We’re consistently working on improving client insurance and risk management processes to help them be more successful tomorrow than they are today. I also appreciate the opportunity to become a shareholder— and that it’s not completely held at the senior leadership level.” Heffernan Insurance business clientele includes the wine and food industries, construction, cannabis, nonprofits, transportation and more. Its Family Office division offers private clients personal insurance covering home, auto, fine arts, jewelry and course construction (homebuilding). The company is also working diligently with clients that have received nonrenewal notices to find competitive price alternatives. “We robustly support North Bay companies, whether they’re growing or having to ‘right size’ because of market conditions,” says Bishop. Philanthropy is another core aspect of Heffernan’s mission, embodied through the Heffernan Foundation’s efforts to enhance the communities where it operates. The foundation offers various programs, including
The Heffernan team tries to bowl a ‘strike’ for every client.
scholarships. Employees are encouraged to volunteer in their communities, and Heffernan matches employee donations to 501(c)3 charities and supports local nonprofits with grant donations. Adds Bishop, “Program Related Investments offers low-interest loans to underserved communities.” Congratulations to Heffernan Insurance Brokers for topping the tally in this year’s readers’ poll. v heffins.com
“I really appreciate Heffernan’s professionalism and transparency. Their team is very strategic and has incredible, strong relationships. I enjoy their energy, enthusiasm, and drive to bring their clients the best possible results.” —Christine Ha, CFO, Chappellet Vineyard insurance, employee benefits and financial services to companies and individuals across the country. Our culture compels us to serve our clients’ every need, protecting valuable assets with smart decisions. H effernan Insurance Brokers provides comprehensive business insurance, personal
THANK YOU!
Heffernan Insurance Brokers 101 Second Street #120 • Petaluma, CA 1-800-655-7796 • heffins.com • License #0564249
Best of the North Bay 2025
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