The wine industry has been under siege. Skyrocketing insurance costs, shrinking coverage options, and over-reliance on California's FAIR Plan have left wineries—especially independent operators—facing an impossible choice: pay unsustainable premiums or go without adequate protection. Finally, there's a different approach. Introducing Trucordia Trucordia is a national insurance brokerage with over $1 billion in revenue, $8 billion+ in gross-written premiums, and more than a decade of specialized focus on the wine industry. With 1.5+ million clients served and 5,000+ employees, Trucordia brings scale, stability, and deep industry expertise to a problem that has plagued wineries for years. But what sets them apart isn't their size—it's their commitment to solving wine's insurance crisis. A Policy Built for Today's Realities Trucordia has developed an exclusive, proprietary commercial insurance policy designed specifically for the wine industry. This isn't just a repackaged solution or a m

DH Wine Compliance plans to relocate from the Sonoma County airport area in mid-2025 to an office building it purchased in Windsor. The founder reflects on how the business has evolved with agency tech adoption and a recent industry slowdown. DH Wine Compliance, which helps the wine business stay in line with federal, state and local regulations nationwide, will be getting a new home this year, its 15th in business. An affiliate of the Sonoma County-based company purchased a 9,950-square-foot office building in Windsor on Dec. 30, 2024, for $2.2 million, according to public records. Founded in 2010 by Drea Helfer, DH Wine Compliance has been operating out of 2,237 square feet at 5570 Skylane Blvd, Suite A, north of Santa Rosa. The move to the new building will provide the company with a permanent home and room for future growth, according to Helfer. "It's a big step for the company," she said. "We've been renting for the past 15 years, and it just feels great t

WALNUT CREEK, CA., April 24, 2024 - Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States, is thrilled to unveil its newly redesigned website. Boasting a contemporary look, upgraded functionality, and an immersive user experience, the revamped site ensures seamless navigation and effortless access to essential information. As a dedicated independent insurance brokerage firm, Heffernan Insurance Brokers remains steadfast in its mission to deliver customized insurance solutions tailored to the distinct needs of individuals, families, and businesses across a wide array of industries. The redesigned website exemplifies this commitment by simplifying the process for visitors to discover the precise insurance coverage they require in today's fast-paced and ever-changing market landscape. Highlighted features of the enhanced website include a user-friendly interface, seamless navigation, and improved search capabilities. V

Afternoon Brief, December 18th

British Man Accused of Swindling Nearly $100 Million in Wine Fraud Case Pleads Not Guilty : A British man accused of allegedly defrauding investors of nearly $100 million through a Ponzi-like scheme involving nonexistent luxury wines pleaded not guilty in a U.S. court on Saturday...

Afternoon Brief, May 11th

What the Sale of Stag’s Leap Wine Cellars Means for Ste. Michelle Wine Estates and Northwest Wine: Yesterday Ste. Michelle Wine Estates (SMWE) and Italian producer Marchesi Antinori announced that the latter purchased full ownership of Napa Valley’s Stag’s Leap Wine Cellars...

Did you know that millions of gallons of wine and hundreds of thousands of tons of grapes are bought and sold before they ever go into a bottle of wine? Would you like to work for the company that is the global industry leader in facilitating these transactions? The Sales Administrator assists wine and grape brokers and performs extensive data management, customer service and other administrative tasks. This position, after a successful training period, will be a hybrid position, partially working out of our Novato office, and partially at home. Accomplishments Expected in the First Year: Develop relationships with both clients s and brokers to provide exceptional customer service. Provide excellent support of sales team in a fast-paced environment. Effectively manage the process for sales documentation. Learn all wine varieties and appellations both in California and worldwide. Learn and master our database systems. Master report production using Excel. Skills Needed: Proficient knowl

We are honored to be recognized as the Best Insurance Brokerage by NorthBay Biz Readers, for the ninth consecutive year. Thank you to the NorthBay Biz readers and our clients for the continued support. Some words from Robb Daer, our Chief Operating Officer, “I’m super happy about it—it’s a big honor…because it comes from the readers. Basically, the community-at-large is choosing us for this. It’s very humbling and a great honor to win it again.” We work hard to provide service to our clients as we would to our own family, we are happy others are recognizing our efforts. Read the NorthBay Biz article about the Best Insurance Brokerage Award here.

Moss Adams, Turrentine Brokerage, American AgCredit, and Heffernan Insurance Brokers are proud to release our 2017 Wine Industry Financial Benchmarking Report® for complimentary download. Our hope is that this important tool can help members of the wine industry navigate COVID-19 disruptions, measure results and refine future business strategies.