US-based insurance coverage brokerage agency Heffernan Insurance coverage Providers has acquired Obtain Alpha Insurance coverage.
Gary Franke, president of Obtain Alpha Insurance coverage, and his three group members have joined HeffDirect, a part of Heffernan Insurance coverage Brokers.
Based in 2008, Obtain Alpha helps clients in Washington with the state’s well being market and Medicare to search out one of the best resolution.
As well as, it really works with a lot of carriers to supply further merchandise comparable to life insurance coverage, incapacity insurance coverage, and long-term care insurance coverage.
“I’m excited to affix an ideal firm and capable of be a strategic useful resource in serving to people get one of the best insurance coverage for his or her wants in Washington State,” mentioned Gary Franke, now a vice chairman of Heffernan Insurance coverage Brokers.
“We’re thrilled to welcome Gary Franke and the group at Obtain Alpha Insurance coverage to our small enterprise division, HeffDirect. Their intensive experience in navigating the Particular person Well being and Medicare markets, mixed with their dedication to delivering distinctive customer support, align with our mission to supply complete and tailor-made insurance coverage options to our purchasers,” mentioned F. Michael Heffernan, president, and CEO of Heffernan Insurance coverage Brokers.
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“This acquisition not solely enhances our capabilities within the Washington market but in addition signifies our dedication to continued progress and growth nationally.”
Phrases of the transaction weren’t disclosed, however Helfer & Associates served as adviser to Obtain Alpha.
Heffernan Insurance coverage Brokers fashioned an alliance with TrustLayer in 2023 to automate insurance coverage verification by offering clients with entry to a threat administration platform powered by synthetic intelligence (AI) expertise.
The partnership relies on TrustLayer’s AI-based collaborative threat administration platform that facilitates sooner and improved proof of insurance coverage verification.
Utilizing the platform, Heffernan clients will be capable of higher handle their threat exposures.
