HG Innovate

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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.

 

Purpose

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.

 

Areas of Focus

 

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.

 

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HG Innovate

Develop and engage to modernize the industry

HIB Capabilities Overview  page 1
HG Innovate Digital Brochure
 

Development

Huddle Logo

Customer Relationship Manager developed by HG IT Services, Inc.

Optem@il Logo

Email gateway compression software.

Epic Outlook Attachment Plugin Logo

Outlook Plugin allows users to attach one or more emails in Epic to client activities, save your custom descriptions as favorites, create new activities, and much more, all from directly within Outlook. This tool results in a 60% time savings for users.

Claimazon Logo

Claimazon allows consulting to transact formal client contracts while interfacing with EPIC as well as keep our clients informed on current industry topics and changes.

Engagement

Flock Logo

HRIS and benefits administration platform.

Indio Logo

Purchased by Applied, 2019


Electronic solutions for the application and renewal process.

Our Safety Department, LLC Logo

Transportation-based technology solution.

QBISLogo

Acquired by Patra Corp, December 2020


Software solution for insurance companies and MGAs.

Highwing Logo

Software for brokers and carriers to connect, access, and leverage insurance data analytics throughout every step of the customer lifecycle.

Checkpoint Logo

Wearable technology that helps protect workers’ health and safety.

Thimble Logo

On demand insurance online platform – flexibility for individual to buy insurance by the hour, day, week or month.

Goldfinch Health Logo

Surgery advocacy and guidance for employees, with an opioid reduction campaign.

Chalkbites Logo

Virtual Reality based training.

CognisureLogo

AI based data consolidation and dashboard platform focused on loss runs and policy comparison.

MakuSafe Logo

Wearable device for large facility-based businesses.

LossRunPro Logo

Web-based automation platform for getting loss runs from insureds.

ProNavigator Logo

AI based platform that helps personal lines agents get answers to underwriting guidelines in real time.

boldPenguinLogo

Commercial insurance lead exchange and carrier rater.

Semsee Logo

Small commercial web based new business application and carrier rater platform.

TrustLayerLogo

Certificate of Insurance Tracking and Validation Platform.

ModAdvisor

Mod Analysis tool that provides reports and content for your clients or prospects.

Investments

Flock Logo

HRIS and benefits administration platform.

Indio Logo

Purchased by Applied 2019


Electronic solutions for the application and renewal process.

Our Safety Department, LLC Logo

Transportation-based technology solution.

QBISLogo

Acquired by Patra Corp, December 2020


Software solution for insurance companies and MGAs.

Highwing Logo

Software for brokers and carriers to connect, access, and leverage insurance data analytics throughout every step of the customer lifecycle.

Select Solutions Logo

Merged with Patra Corp, 2015


Outsourced end-to-end small business agency solution that enables insurance agents and brokers to participate in the small business P&C market.

Checkpoint Logo

Wearable technology that helps protect workers’ health and safety.

Thimble Logo

On demand insurance online platform – flexibility for individual to buy insurance by the hour, day, week or month.

BrokerTech Ventures Partner

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.

BrokerTech Ventures Logo

 

InsurConneXtions Partner

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.

InsurConneXtions Logo

 

 

Labs by Heffernan

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.

Labs By Heffernan Logo

 

Contact

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.

HG Innovate/Labs by Heffernan Committee Members

John Prichard, Jr.
 
John Prichard, Jr.

HG Innovate Lead

John Petersen
 
John Petersen

IT

Jen Mahoney
 
Jen Mahoney

Operations

Leticia Trevino
 
Leticia Trevino

Compliance

Grant Low
 
Grant Low

IT

Lorraine Remigio
 
Lorraine Remigio

Commercial Lines

Joe Talmadge
 
Joe Talmadge

Commercial Lines

Marc Paletta
 
Marc Paletta

Employee Benefits

Robin Long
 
Robin Long

Personal Lines

Lacey Garrison
 
Lacey Garrison

Personal Lines

Kelly Cordova
 
Kelly Cordova

Small Business

Kelly Sprague
 
Kelly Sprague

Corporate Resources