The transforming benefits landscape continues to force benefit agencies to reinvent the way they do business or become a part of benefits history. One firm, Heffernan Insurance, foresaw over a decade ago the impact technology would have on the benefits industry. The Walnut Creek, Calif.–based firm embraced technology in several aspects of their business model and has reaped the rewards ever since.

Whether it’s being one of the first firms on the block to pass out iPads for client presentations instead of 100-page documents, developing its own technology enrollment solution, creating a private exchange, or its recent partnering with the Zenefits-alternative startup Flock, Heffernan Insurance Brokers strives to be a “modern technology broker,” according to Steve Williams, president of financial services and employee benefits at Heffernan.

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