Heffernan Insurance Brokers

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1350 Carlback Ave
Walnut Creek, CA 94596
Heffernan Insurance Group is a group of insurance companies that include Heffernan Insurance Brokers, ART Insurance Services, Tangram Insurance Services, Precare and Trek Investment Advisors. Heffernan Insurance Brokers is a group of entrepreneurial insurance professionals that partner with clients to design and implement programs that maximize coverage and minimize cost. The company specializes in groups as well as personal insurance, employee benefits insurance, and life and retirement insurance. ART Insurance Services specializes in claims consulting, claims administration and loss control. Tangram Insurance Services is a full-service managing general underwriter and alternative risk program manager with experience in captives, rent-a-captives and self-insured programs for groups, brokers and single entity risks. Trek Investment Advisors is a registered, fee-only independent investment advisor serving high net-worth individuals for retirement and portfolio planning. Precare is a national provider of on-site ergonomic injury prevention and physical therapy treatment services. Heffernan Insurance Group maintains a location in Walnut Creek, Calif.

Reviews

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3.525 reviews
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Katie C.
5/9/2012

Wyatt Knippen is our agent here. He's the perfect example of everything you need. Flexible and quick to respond. He's also completely willing to walk you through all of your options. I bought my...

John D.
8/13/2025

They horrible online portal with broken signup links, and send way too many Spam emails riddled with AI slop

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Paul H.
9/28/2024

Poor customer service. Switched reps on me after 6 years and the new rep 'Kayli' was horrible. Poor communication, lack of creativity and general ineptitude. Will never do business with them again.

Joshua S.
9/10/2024

Was referred by another insurance broker that left the area. Had a good initial conversation, provided all requested information and then never heard back after repeated attempts. Disappointed...

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Cheryl G.
4/17/2023

It seems once they get your business they no longer care about you. My last agent with Heffernan would seldom return phone calls and when she did she never had the correct information. Useless!...

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