At Heritage Insurance, we believe in a proactive approach to advising and protecting you. For simple policy changes, it’s faster and more efficient to use your carrier’s service center or app. These tools are designed to handle routine requests quickly, allowing us to focus on what really matters—ensuring that your coverage fits your needs.
By using the service center or app for routine tasks like billing inquiries, ID cards, or minor policy updates, you help us stay available for the proactive outreach we’re known for, like the 6-month and 10-month policy reviews. These key touchpoints allow us to dig deeper into your coverage, review any life changes, and ensure you’re fully protected.
We believe that taking a consultative, proactive approach is the best way to serve you and make sure your insurance evolves with your life.