Heaney Group

What Heaney Group does

Heaney Group, LLC is an independently owned insurance brokerage firm headquartered in Katy, Texas, founded in 2009 by Sean Heaney. The company specializes in employee benefit solutions for small and mid-sized employers, distributing group health, ancillary (dental, vision, life, disability, accident, cancer, critical illness, hospital indemnity), and supplemental insurance products through a network of more than 20 national and regional carriers including Aetna, Blue Cross Blue Shield of Texas, Cigna, UnitedHealthcare, Humana, MetLife, Aflac, Unum, Lincoln Financial, Principal, Mutual of Omaha, and Sun Life Financial. Beyond pure brokerage, Heaney Group offers bundled compliance services (COBRA, ERISA, ACA reporting), payroll and HR administration, PEO co-employment, open enrollment support, and individual personal insurance. Its core technology is a web-based employee self-service portal, online enrollment, applicant tracking, and custom report builder, integrated with third-party platforms Ease (benefits administration) and Zywave (content/HR support). The firm operates a sales-led, relationship-driven go-to-market anchored in Texas (Katy and La Grange offices), with clients spanning multiple states, and earns revenue primarily through insurance carrier commissions on a recurring monthly billing cadence.

Name

Heaney Group

Legal name

Heaney Group, LLC

Website

https://heaneygroupllc.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Heaney Group is an independent Texas-based insurance brokerage founded in 2009 that provides group health, ancillary benefits, compliance, payroll/HR, and PEO services to small and mid-sized employers nationwide, distributing products through 20+ carrier partners.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Health and Welfare Funds (525120)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Small Group Health Insurance (2–50/100) (FSAIAFAD)

akta.pro secondary industries

Association & PEO Group Health Plans (AHP/PEO-Sponsored) (FSAIAFAH), Group Disability Income Insurance (Employer-Sponsored) (FSAIAIAB)

Keywords

• Employee benefits brokerage
• Group health insurance
• Ancillary benefits
• PEO services
• Insurance brokerage services

Headquarters

HQ city

Katy

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: Heaney Group earns commissions from insurance carriers for placing group health, ancillary benefits, and other insurance policies for their employer clients. As an independent brokerage, they work with multiple carriers including Aetna, Blue Cross Blue Shield of Texas, Cigna, United Healthcare, and others.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Heaney Group, LLC is an independently owned insurance brokerage firm that provides employee benefit programs to companies of all sizes. The firm places group health insurance, ancillary benefits (dental, vision, life, disability), compliance solutions, payroll/HR services, and PEO services with 20+ insurance carriers, and provides ongoing account management, enrollment support, and benefits administration to employer clients.

Product overview

Heaney Group, LLC is an independently owned insurance brokerage firm established in 2009, offering a comprehensive suite of employee benefit solutions. The company provides Group Health Insurance (with fully insured, self-insured, and level funded options), Ancillary Benefits (dental, vision, life, disability, accident, cancer, critical illness, and hospital indemnity), Compliance Services (COBRA, ERISA, ACA reporting), Payroll & HR Services, PEO Services, Open Enrollment Services, and Individual Personal Insurance. These products work together as an integrated employee benefits package, allowing employers to offer comprehensive coverage while maintaining regulatory compliance, with enrollment support and technology tools to streamline administration.

Differentiator

Problem solved

Functional benefit

Products and services

• Group Health Insurance Employer-based health insurance plans offering coverage to employees through fully insured, self-insured, or level funded models, providing uniform healthcare benefits with shared risk and cost advantages over individual plans.
• Ancillary Benefits Supplemental benefits including dental, vision, life/AD&D, short-term and long-term disability, accident, cancer, critical illness, and hospital indemnity coverage purchased at group rates for affordability.
• Compliance Services Insurance compliance management covering COBRA, state continuation, ERISA wraps, premium only plans, HSAs, HRAs, FSAs, FMLA, and ACA reporting for employer benefit programs.
• Open Enrollment Services Guided support during health insurance open enrollment periods, helping individuals and employers evaluate and select suitable coverage options while optimizing costs.
• Payroll & HR Services Comprehensive payroll administration including calculation, tax withholding, direct deposits, and HR management services covering employee handbook development, policy creation, multi-state compliance, and recruitment support.
• PEO Services Professional Employer Organization services where the PEO becomes co-employer, handling HR responsibilities including payroll, benefits administration, workers' compensation, medical insurance, and retirement accounts.
• Individual (Personal) Insurance Personal insurance products including health insurance, life insurance, key man insurance, and executive benefits for individuals and families.
• Enrollment Support Administrative support services for employee benefit enrollment, helping manage the process of enrolling employees in benefit programs through online portals.
• Agency Partnerships Agency partnership program allowing other agencies to connect and collaborate with Heaney Group for mutual business benefits.

Quantifiable outcome

• Clients report competitive quotes and personalized service compared to other brokers

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

21 partnerships are on record, tiered core, major and supporting.

• AetnacoreChannel Partner/ Reseller/ DistributorMajor national health insurance carrier offering various health plans. Heaney Group distributes Aetna products as part of their employee benefit offerings.
• Blue Cross Blue Shield of TexascoreChannel Partner/ Reseller/ DistributorLeading Texas health insurer providing group and individual coverage options. Core carrier partner for Texas-based employer clients.
• CignacoreChannel Partner/ Reseller/ DistributorGlobal health service company offering health, dental, vision, and other insurance products distributed through Heaney Group.
• United HealthcarecoreChannel Partner/ Reseller/ DistributorMajor national health insurer providing comprehensive health coverage options through the brokerage.
• HumanamajorChannel Partner/ Reseller/ DistributorHealth insurance carrier offering Medicare, employer, and individual health plans distributed through the brokerage.
• AflacmajorChannel Partner/ Reseller/ DistributorSupplemental insurance provider offering accident, cancer, and other limited-benefit policies complementing primary health coverage.
• MetLifemajorChannel Partner/ Reseller/ DistributorInsurance carrier providing life, dental, vision, and other employee benefits through the brokerage.
• UnummajorChannel Partner/ Reseller/ DistributorEmployee benefits provider offering disability, life, and supplemental insurance products.
• Lincoln Financial GroupmajorChannel Partner/ Reseller/ DistributorFinancial services company providing retirement, life, and group benefits products.
• Principal Financial GroupmajorChannel Partner/ Reseller/ DistributorInsurance and investment company offering retirement and employee benefits solutions.
• Mutual of OmahamajorChannel Partner/ Reseller/ DistributorInsurance provider offering health, life, and supplemental benefit products.
• Sun Life FinancialmajorChannel Partner/ Reseller/ DistributorInternational insurance company providing group benefits, dental, vision, and life insurance.
• AllstatesupportingChannel Partner/ Reseller/ DistributorInsurance carrier offering workplace benefits and supplemental insurance products.
• AmeritassupportingChannel Partner/ Reseller/ DistributorInsurance and financial services provider offering dental, vision, and life products.
• EyeMedsupportingChannel Partner/ Reseller/ DistributorVision benefits company providing eye care and eyewear coverage.
• VSPsupportingChannel Partner/ Reseller/ DistributorVision care insurance provider offering eye exams and eyewear benefits.
• GraviesupportingChannel Partner/ Reseller/ DistributorHealth insurance company offering individual and small group coverage solutions.
• MASA MTSsupportingChannel Partner/ Reseller/ DistributorMedical transport services provider offering emergency evacuation coverage.
• Memorial Hermann Health PlansupportingChannel Partner/ Reseller/ DistributorTexas-based health plan provider affiliated with Memorial Hermann healthcare system.
• LifeLocksupportingChannel Partner/ Reseller/ DistributorIdentity theft protection service offered as an employee benefit.
• EasesupportingTechnology or IntegrationBenefits administration platform providing online enrollment video resources and HR tools integrated into Heaney Group's service offering.

Scale indicators2 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• Marsh McLennan: Marsh McLennan (including Mercer) is the largest global insurance and benefits brokerage, with a major U.S. benefits consulting practice serving enterprise and mid-market employers—broader-incumbent competitor rather than a direct fit but relevant for benchmarking and competitive overlap at the upper end of Heaney Group's client base.
• Brown & Brown: Brown & Brown is a large publicly traded insurance brokerage with diverse lines including employee benefits—broader than Heaney Group and including carrier-direct and large-market capabilities, but overlapping in the SMB benefits distribution segment.
• NFP (an Aon company): NFP is a U.S. insurance brokerage and advisory firm serving mid-market and SMB employers with benefits, P&C, retirement, and individual solutions—comparable to Heaney Group's customer mix and product portfolio, though operating at much larger scale post-Aon acquisition.

Direct peers

• Holmes Murphy: Holmes Murphy is a privately held insurance brokerage specializing in employee benefits, commercial insurance, and risk management for mid-market and SMB employers—directly comparable to Heaney Group across product, customer segment, and service model.
• USI Insurance Services: USI is a large U.S. insurance brokerage serving mid-market and large employer clients across property/casualty, employee benefits, and retirement—comparable as a benefits brokerage competitor especially for SMB and mid-market employers seeking multi-product solutions.
• Alera Group: Alera Group is a national insurance and wealth management firm formed by rolling up regional brokerages, offering group benefits, PEO, and HR advisory to SMB employers—a direct comparability benchmark for Heaney Group's product breadth and target segment.
• Hilb Group: Hilb Group is a fast-growing U.S. brokerage built through acquisition of regional agencies, focused on SMB and mid-market benefits and commercial lines—overlapping with Heaney Group's SMB-focused brokerage model and consolidation strategy.
• OneDigital: OneDigital is a tech-enabled employee benefits brokerage serving mid-market and SMB employers with group health, voluntary benefits, and HR consulting—directly overlapping Heaney Group's core offering and high-touch service positioning.
• Hub International: Hub International is a large North American insurance brokerage that places group health, ancillary benefits, and PEO services for mid-market and SMB employers—directly comparable to Heaney Group's product set and customer segment, though at much greater scale.

Regional players

• BKS Partners: BKS Partners is an independent Texas-based insurance brokerage offering employee benefits, commercial insurance, and risk management—closely comparable to Heaney Group as a privately held Texas regional brokerage competing for the same SMB employer segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/HeaneyGroupLLC
• LinkedInlinkedin.com/company/heaney-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Heaney Group