Heritage Exclusive Launch Session
Exclusive: Property Coverage in California

Heritage has exclusively launched their Homeowners, Condo, and Landlord coverage with us in California! They provide personal and commercial residential insurance, plus an artisan contractor program. Remember, you are not guaranteed access, but must first qualify. Request access to earn a commission of 11% New Business and Renewals. Watch the webinar recording below to see how you can leverage Heritage for your clients.
Heritage Insurance Product Launch Overview
The meeting introduced Heritage Insurance's new products and systems to California agents. Rich, the Territory Manager, explained Heritage's coverage options, including HO3, DP3, and HO6 policies, emphasizing their focus on quality coverage over price competition. Sierra demonstrated the new Guidewire agent portal, showing how to create quotes, run reports, and handle various policy scenarios. Josh, the underwriter, clarified underwriting guidelines and document requirements. The team answered questions about LLCs, animal liability coverage, and document submission processes. The conversation ended with a reminder that the recording would be sent out within 48 hours, and the team expressed excitement about the exclusive launch opportunity.