Who We Are
Our Mission
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.
What Drives Us
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.
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.
No two clients are the same. We take the time to understand your specific situation before recommending any coverage.
When you need answers, you shouldn't have to wait. We pride ourselves on fast, clear communication at every step.
Our job isn't just to sell a policy — it's to make sure you're genuinely protected when life takes an unexpected turn.
Our Story
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 TeamReady to Get Started?
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