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Who We Are

About Us

About Heritage Insurance

Built on Trust, Driven by Service

Heritage Insurance is dedicated to providing personalized insurance solutions tailored to your unique needs. Our team of experienced consultants works with leading carriers to offer comprehensive coverage for both individuals and businesses.

We focus on protecting what matters most, ensuring you have peace of mind at every stage of life. We believe insurance should be simple, transparent, and genuinely helpful — not confusing or overwhelming.

Founded on the principle that every client deserves expert guidance and honest advice, we work for you — not the carriers — to find the right fit at the right price.

Our Core Values

Everything we do is rooted in a commitment to our clients. These aren't just words on a wall — they're the standard we hold ourselves to every single day.

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Integrity

We tell you the truth about your coverage options, even when it's not what you were hoping to hear. Honest advice builds lasting relationships.

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Personalization

No two clients are the same. We take the time to understand your specific situation before recommending any coverage.

Responsiveness

When you need answers, you shouldn't have to wait. We pride ourselves on fast, clear communication at every step.

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Protection First

Our job isn't just to sell a policy — it's to make sure you're genuinely protected when life takes an unexpected turn.

A Subsidiary of The SIM Agency

Heritage Insurance Group operates as a subsidiary of The SIM Agency, a trusted name in the insurance industry. This relationship gives us access to an expansive network of top-rated carriers while allowing us to operate with the personal touch of a local agency.

All services and products offered by Heritage Insurance are provided under the umbrella of The SIM Agency, ensuring quality and compliance with the highest industry standards.

Whether you're a first-time insurance buyer or a long-time client looking to reassess your coverage, we're here to make the process easy and worthwhile.

Meet Our Team
Our Story

Let's Find Your Coverage

Have questions or want to learn more about what we do? Our team is ready to help you find the right protection.

Contact Us Today