Heis Surety

What Heis Surety does

Heis Surety and Insurance Services, Inc. is a privately held surety and insurance agency founded in 2015 and headquartered at 3664 Elizabeth Street, Riverside, California, operating under California license #0I92455. The company's core function is intermediating between surety bond carriers and end clients — primarily contractors (electrical, HVAC, plumbing, roofing, general, and building trades), small and minority-owned business enterprises, and public entities — to place bid, performance, payment, license, permit, subdivision, supply, and concessionaire bonds. Beyond bond placement, Heis offers surety training, strategy sessions, and business counseling, as well as SBA-backed bonding programs and specialized programs for women-owned, disadvantaged, and veteran-owned business enterprises, and federal contractors.

Heis also sells adjacent personal and life insurance products — homeowners, renters, automobile, umbrella, whole life, universal life, and indexed life — providing cross-sell opportunities to its existing contractor and small business client base. The company is family-led, with founder Tracey Lawrence Collins serving as President alongside Tracey, Paije, and Phillip Lawrence as the publicly listed team contacts.

The business model is sales-led and transaction-fee based: revenue is generated primarily through commissions from surety bond carriers for bond placement and ongoing client management, supplemented by fees from training, strategy sessions, and insurance product sales. Go-to-market relies on direct outreach (phone, email, contact forms) and a content-driven Squarespace website (heissurety.com), with no disclosed proprietary technology platform, digital self-serve channel, or AI-driven automation. Distribution is concentrated in California, though the company states its services are applicable to contractors and organizations requiring bonding nationwide. With an 11–50 employee headcount range, no disclosed funding, no external investors, and no M&A activity, Heis operates as an independent, organically built regional agency whose scale is constrained by the absence of proprietary technology and digital distribution infrastructure.

Name

Heis Surety

Legal name

Heis Surety and Insurance Services, Inc.

Website

https://heissurety.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Heis Surety and Insurance Services is a privately held, Riverside, California-based surety and insurance agency that places surety bonds and provides training, strategy, and insurance products for contractors, small and minority-owned businesses, and public entities across the U.S.

Ownership category

akta.pro rank

Product category

Surety Insurance Services

NAICS

Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421)

SIC

Surety Insurance (6351), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Surety & Bond Brokerage (FSAEADAI)

akta.pro secondary industries

Contract Surety Bonds (FSAJAIAA), Commercial Surety Bonds (FSAJAIAB), Notary / Bail / Miscellaneous Consumer Bonds (FSAJAIAK)

Keywords

• Surety bonds
• Contractor insurance
• SBA bonding programs
• Surety training
• Insurance agency

Headquarters

HQ city

Riverside

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Surety Bond Placement: Heis Surety facilitates the placement of surety bonds (bid bonds, performance bonds, payment bonds, license bonds, permit bonds, subdivision bonds, supply bonds, concessionaire bonds) for contractors and businesses. Revenue is generated through commissions or fees from surety bond carriers for bond placement and ongoing client management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Heis Surety is a surety insurance agency that places surety bonds (bid bonds, performance bonds, payment bonds, license bonds, permit bonds, subdivision bonds, supply bonds, and concessionaire bonds) for contractors and small businesses, and distributes personal insurance (homeowners, renters, automobile, umbrella) and life insurance products (whole life, universal life, indexed life) through carrier partnerships. The firm also delivers surety training, strategy sessions, and business counseling services aimed at helping clients navigate bonding requirements and compliance.

Product overview

Heis Surety is a surety insurance agency offering a comprehensive suite of bond solutions and insurance products. The core offerings include Surety Bonds (Bid Bonds, Performance Bonds, Payment Bonds, License Bonds, Permit Bonds, Supply Bonds, Subdivision Bonds, and Concessionaire Bonds), Life Insurance (Whole Life, Universal Life, Indexed Life), and Personal Insurance (Homeowners, Renters, Automobile, Umbrella). The company also provides specialized bonding programs for SBEs, WBEs, DBEs, DVBEs, and federal contractors, along with expert training services including surety training, contractor training, subcontractor training, and buyer training. Their surety programs support small, minority-owned, women-owned, veteran-owned, and disadvantaged business enterprise initiatives.

Differentiator

Problem solved

Functional benefit

Products and services

• Surety Bonds
• Life Insurance
• Personal Insurance
• Surety Training
• SBA Bonding Program
• SBE Bonding Program
• WBE Bonding Program
• DBE Bonding Program
• DVBE Bonding Program
• Federal Contractor Bonding
• Surety Programs
• Surety Strategy Sessions
• Business Counseling

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights5 records

Emerging players

• SuretyBonds.com: Digital-first surety bond marketplace offering online bond issuance for contractors. Represents the direct-to-consumer model that contrasts with Heis's relationship-led approach while competing for the same small contractor segment.

Direct peers

• RPS Insurance Brokerage: Specialty insurance brokerage with a strong surety practice serving contractors and commercial accounts. Comparable to Heis in surety placement focus and contractor customer base.
• Brown & Riding Insurance Services: Large national specialty surety and insurance brokerage with deep expertise in contract and commercial surety bonds. Directly comparable to Heis in core product offering, serving contractors and commercial clients with complex bonding needs.

Broad incumbents

• Arthur J. Gallagher & Co. Global insurance brokerage with a substantial surety practice serving large contractors and public entities. Comparable as a competing channel for commercial surety placements, though at materially larger scale and broader portfolio.
• Lockton Companies: Largest privately held global insurance brokerage with construction and surety expertise. Competes with Heis for contractor surety placements but operates across many lines and at vastly greater scale.
• NFP (an Aon company): Large property & casualty and surety brokerage serving middle-market contractors and commercial clients. Comparable in serving the contractor surety segment, but with broader product portfolio and national reach.
• IMA Financial Group: Independent insurance brokerage with construction and surety practices serving contractors. Overlaps with Heis in surety placement for contractors, particularly in middle-market commercial segments.

Regional players

• Heffernan Insurance Brokers: West Coast–rooted insurance brokerage with construction and surety practices. Comparable to Heis in regional contractor focus and California presence, but with broader commercial insurance capabilities.

Others

• SureTec Insurance Company: Specialty surety underwriter writing contract and commercial surety bonds. Comparable as a counterparty/capacity provider in the surety ecosystem; Heis would place bonds with carriers like SureTec.
• Colonial Surety Company: Direct surety writer for small and mid-sized contractors, including SBA-backed bonds. Highly comparable to Heis's SBE/DVBE bonding programs and represents both a partner and a competitive channel for bond issuance.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/heis-surety-and-insurance-services-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heis Surety