 Kate Grasman
                         Kate Grasman
                         Chief Information Officer
Develop and engage to modernize 
 the industry
 
			At Heffernan Insurance Brokers, we embrace the evolution and modernization of the industry. Technology is changing how everyone does business, and the insurance industry is no exception. With that said, it’s only been in the last five years that major venture capital and private equity money has made the insurance industry a serious focus. For many years, we have looked to develop and engage with technology solutions that make us more efficient and create a better user experience for our employees and even more importantly, our customers. Recently, we’ve become one of the more actively involved independent brokerage firms in the industry.
HG Innovate is Heffernan’s vehicle for engaging proactive involvement in the insuretech revolution. We collaborate with like-minded peers around the country and engage with insuretechs to demo and test new technology, all in an effort to find solutions and platforms that create new efficiencies, create modern customer experiences and the best customer satisfaction, as well as opportunities for investment.
DEVELOPMENT
We have, and will continue to develop certain technology solutions that are not readily available in the market, yet solve a dilemma that we have identified and which has a material impact on our business.
ENGAGEMENT
Our HG Innovate team is continuously analyzing insuretech solutions and platforms, and at times engaging with them in pilots to see if we want to implement the solution in our firm.
INVESTMENT
We continuously look for intriguing investment opportunities in the insuretech space, typically for solutions that we will adopt.
 
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
                                   
			Heffernan is a proud partner of BrokerTech Ventures, a broker-led investor group and the convener of broker-centric innovation, ideation, investment and communication, for the insurance ecosystem.
 
			Heffernan is a proud partner of InsurConneXtions, a collaboration of industry leaders to prioritize, develop, and distribute technology solutions and industry standards to drive insurance processing efficiencies.
 
			In conjunction with BrokerTech Ventures (BTV), we are participating in the BTV Labs partnership whereby we welcome the new insurtech technologies into our privately held brokerage ecosystems. Through Labs by Heffernan, we hold a unique opportunity to allow our greatest asset – our employees, to provide the vetting lens as we open our doors, arms and minds, to the insurtech movement. We view our Labs by Heffernan technicians as our wizards behind the curtain, allowing us to fully review, explore, vet and test, insurtech solutions in which we see the greatest opportunity for Heffernan’s future. The BTV Labs partnership allows our collective insurance brokerage teams to collaborate, thought share and work towards a common goal of bring the best technologies to market.
For more information on our HG Innovate initiative and efforts to evaluate technologies that will enable us to better our business, contact HG Innovate lead, John Prichard, Jr.
 Kate Grasman
                         Kate Grasman
                         Chief Information Officer
 John Prichard, Jr.
                         John Prichard, Jr.
                         Chief Advancement Officer & President of Heffernan Network Insurance Brokers
 Jen Mahoney
                         Jen Mahoney
                         Chief of Staff
 Leticia Trevino
                         Leticia Trevino
                         Chief Operating Officer
 Grant Low
                         Grant Low
                         Senior Manager, Digital Workplace & Business Relationship
 Lorraine Remigio
                         Lorraine Remigio
                         Senior Vice President 
 Cargiver
 Joseph Talmadge
                         Joseph Talmadge
                         Executive Vice President 
 Technology
 Marc Paletta
                         Marc Paletta
                         Executive Vice President and COO Employee Benefits
 Robin Long
                         Robin Long
                         Senior Vice President
 Lacey Garrison Strom
                         Lacey Garrison Strom
                         Executive Vice President 
 Private Client Services
 Kelly Planeta
                         Kelly Planeta
                         Small Business Operations Manager
 Kelly Sprague
                         Kelly Sprague
                         System Support Specialist