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How Heritage Does Business

While you wait for your quotes, it's important for you to know how we'll help you with your insurance policies once you're a valued client of ours.

Here's how we do business.

    • We focus on finding you the right coverage, not the cheapest coverage.
    • We use text as our main form of communication.
    • We have a customer portal called "Client Center" where you can submit your change requests and access your insurance information 24/7.
    • Simply put, we make the insurance process simple.

You're going to love working with us. 


"David made my experience changing my homeowners insurance top-notch. He was very personable and very patient in explaining all the details of the current policy of which I was planning to switch to. Thank you once again Heritage and David for finding me the best rates available for this policy term. I look forward to doing business with you in the future."




"I recently went through Heritage to get my life and business insurance. The team was quick, easy to deal with, and gave me excellent service. Alex was able to find me great rates on my life insurance, and Caleb helped me a ton on the business insurance.Thanks everyone for the help!"