Heffernan Insurance Brokers

I used these folks for years. I had a nice person for the first 5 – 7 years but she no longer works there. The changed their system up a bit and adopted select solutions to help manage their system, i get that. Nonetheless; the new rep through select seemingly managed our account. And she was horrible. Every request took a few days, every once of communication took a few days, etc… And I“m not impatient, whatever was addressed was half done without any real attention. Nonetheless; when I cancelled and decided to move on, even that was a struggle. And I just talked to my new agent, and Heffernan still hasn’t sent over all the requested material.
So in closing, when you adopt a new system and outsource your service, make sure that outsourcing is competently managed. I called Heffernan a few times explaining that I wasn’t happy with my rep.
I wasn’t all too happy either when reviewing my coverage with my new carrier as they pointed out how poorly I was covered. I suggest a review of coverage in person in the future if you want to «keep» your clients happy.

Horrible customer service. My representative, Dawn St. Clair, did not return one email or return one call when I requested clarification about canceling a policy. She actually made incorrect accusations to others in her office of why I wanted to cancel the policy — this was relayed to my attorney that I had to obtain to deal with this crap.