OLI Insurance Services Acquires Rose City Associates

OLI Insurance Services Acquires Walton and Associates Insurance Services

August 1, 2021

Insurance

OLI Insurance Services, a subsidiary of Heffernan Insurance Brokers, has acquired Walton and Associates Insurance Services effective August 1, 2021. The San Jose-based, family-run agency will operate autonomously under the OLI/Heffernan network to leverage market access, back-office support and growth resources.

OLI Insurance Services Acquires The Henkes Welsh Agency

September 1, 2021

Insurance

OLI Insurance Services, Inc., a subsidiary of Heffernan Insurance Brokers, acquired The Henkes Welsh Agency effective September 1, 2021. The Reno, Nevada-based agency will operate autonomously as a subsidiary of OLI and will leverage OLI's market access, resources and technology to grow its property & casualty and employee benefits business for commercial and personal clients.

OLI Insurance Services Acquires Valley General Insurance Services

June 1, 2021

Insurance

OLI Insurance Services, a subsidiary of Heffernan Insurance Brokers, acquired San Jose-based Valley General Insurance Services effective June 1, 2021. Valley General will continue to operate autonomously under president David Tuckness and will leverage OLI/Heffernan’s market access and resources to grow its commercial and personal lines business in the South Bay market.

OLI Insurance Services Acquires Truck Writer Insurance Services, Inc.

May 1, 2020

Insurance

OLI Insurance Services, a subsidiary of Heffernan Insurance Brokers, acquired the assets of Truck Writer Insurance Services, Inc., a Burlingame, California-based specialist in trucking and public auto insurance, effective May 1, 2020. Truck Writer will operate as an autonomous affiliate within the OLI/Heffernan network as part of the group's strategy to expand specialty market capabilities and support independent agencies.

World Insurance Associates Acquires Healey & Associates

May 1, 2025

Financial Services

World Insurance Associates LLC acquired the business of Healey & Associates (Portland, Maine) effective May 1, 2025. The acquisition expands World’s employee benefits footprint into Maine and adds Healey’s nonprofit-focused benefits expertise to World’s New England capabilities; terms were not disclosed.

Heffernan Network Insurance Brokers Acquires Kettering Rose Insurance Services

January 1, 2023

Insurance

Heffernan Network Insurance Brokers, a subsidiary of Heffernan Insurance Brokers, acquired Kettering Rose Insurance Services of La Mesa, California, effective January 1, 2023. Founder Robyn Kettering and 10 team members joined Heffernan Network; Kettering Rose will operate as an autonomous subsidiary leveraging Heffernan's market access and resources to grow its commercial, personal and public-auto insurance business.