OLI Insurance Services, Inc. acquires Valley General Insurance Services


WALNUT CREEK, California, June 10, 2021 / PRNewswire / – OLI Insurance Services, Inc., a subsidiary of Heffernan Insurance Brokers providing market access and support services to local insurance agencies, acquired Valley General Insurance Services June 1, 2021. the San jose, californiabased in Valley General will continue to be led by its president David Tuckness, and will continue to operate autonomously as a subsidiary agency, leveraging market access, resources and support from OLI and Heffernan to develop the agency.

Valley General, formerly part of Archway Insurance Brokers LLC, was established in 1975 and focuses on business lines and personal insurance products. David Tuckness joined Valley General in 1989 with a specialization in the construction industry, became a partner and, later, the sole shareholder. David is designated a Chartered Insurance Advisor (CIC) and a member of the Society of Chartered Professional Insurance Agents (ACIP).

“We are delighted to partner with like-minded professionals at OLI Insurance Services,” said David Tuckness, president of Valley General Insurance Services. “OLI will allow my team to close more business while providing our existing customers with more carrier options. “

“Valley General is a great addition to our network of property insurance agencies,” said John Prichard Jr., president of OLI Insurance Services. “David and his team at Valley General are at the base of a strong presence of OLI and Heffernan in San jose and South Bay, and we’re excited to partner with this team to help them deliver best-in-class solutions to their customers and achieve strong growth goals. “

As part of the next phase of OLI and Heffernan’s growth strategy, we are interested in collaborating with private independent brokers through United States. If you want to know more, please contact Matt McKenna, Director of Corporate Development, at 925-746-7962 or [email protected].

About OLI Insurance Services, Inc.
OLI Insurance Services, Inc., established in 2017, helps small independent agencies grow by providing exceptional market access, new business activities, back office support and technology solutions to help improve efficiency as well as ” generate income streams outside of their basic skills (i.e. benefits, life insurance, personal and damage insurance). For agents nearing retirement, OLI also offers an exit strategy solution.
For more information visit OLIins.com License # 0L59890

SOURCE OLI Insurance Services

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