At Heritage Insurance Agency, we exceed expectations.
A culture of doing the right things.
Anyone can promise great service, but not everyone can deliver it. At Heritage Insurance Agency, we’ve built a culture around doing the right things. But don’t just take our word for it. Read these client testimonials to see exactly what we mean.
“We love and highly recommend Heritage Insurance Agency. Simply the best customer service you can find and great staff working there as well. Steve and Kelly are kind, honest people who conduct their business in the same manner.”Berton and Carol BertagnaBertagna Orchards, Bertagna Son Kissed Vineyards, Almendra Winery & Distillery
“I learned more talking to Don on the phone for 20 minutes about workers' compensation than I have from my agents in the past ten years.”Richard ReynoldsReynolds Masonry
“Don found mistakes in our experience MOD. He got them corrected, which decreased our premium last year by $14,849. Our MOD is 69% lower this year!”Peter StaussAVL
“Heritage Insurance is one of the friendliest, caring, and professional businesses I've seen. Each and every time I visit the agency, I am welcomed by friendly smiles and a warm cup of coffee. The effort Heritage puts into the happiness of their clients truly shows.”Tiffany Gomes
“We really appreciate great customer relations and personal touch in business, and it's immediately apparent to any prospective clients that the agents at Heritage put that as a top priority. Thanks for the excellent service; we are happy with Heritage.”Shaylee and GrayGlende Polaris Yamaha
“I want to thank you for the fine personalized service we receive from you and your staff. Many times at renewal time, we have had other companies want to bid on our business, and frankly, they are not even close. Your service to our staff on how to comply with the myriad of regulations is appreciated.”Robert BignamiBrentwood Farms
“We appreciate the professionalism and helpfulness from everyone at Heritage Insurance. They are all very easy to work with and respond quickly to our requests and or questions. Thank you from all of us at Notley's Canvas.”Tom GainesNotely's Canvas
“Don not only lowered my premium 30% but taking his recommendation for a missing coverage, paid $27,000 on a claim in the first two weeks of coverage that we didn't have before.”Paul StavigBrunkswick Inn, Grass Valley
“Nicest staff! You're always greeted immediately when you enter the door, and the office bustles with friendly conversations between colleagues and clients. Such an awesome environment!”Janae Swartz
“Our foundation is grateful for the partnership with Kimball Shirey and Heritage Insurance. His dedication to initially finding us the right coverage to now servicing our account is fantastic. The Heritage team's responsiveness and care is second to none, and we are grateful for them.”Rebuild Paradise
“Heritage Insurance Agency is always there for us when we need them! Dan has helped me to understand the insurance world and explains everything very thoroughly, so there are never any surprises. Angela does a great job as well with our other insurance plans and is always there for us when we need her! Overall, Heritage Insurance is the best and most efficient company I have worked with!”Nichole
“I am patting myself on the back that I had the good sense to make an inquiry on the flyer you sent out. You have saved us a lot of money and provided us with great service. Thank you so much!”Karen LoerkeLoerke Insulation
“The combination of integrity and kindness in dealing with people is such a blessing. Mr. Mora's knowledge about what we needed made it very easy for us. He went way out of his way to make sure we were taken care of and gave us peace of mind for our little farm. The staff has always treated us with kindness and care also. We highly recommend Heritage Insurance.”Patti M.
“When we were looking for insurance on our new travel trailer Heritage Insurance was just what we were looking for. I want to say a big thank you to Tiffany and Andrea for helping us out! Tiffany got us started in the right direction and Andrea worked with us to get us what we needed. Easiest and most friendly insurance transaction I’ve ever had.”Donna Darrach
“Juan has been so helpful throughout the week with making sure I understand how the policies work and he even got us a home policy when I couldn’t find anyone to sign us because we had two prior claims. I really appreciated that he worked with us and make sure everything was taken care of!”Mikayla Jones
“Hands down the best Insurance agency around. Kimball is very professional and put a personal touch on it. He keeps me in the loop with any changes to my policy and let’s me know about them right away. I use him for all my insurance needs. As a business owner, I feel safe know that Kimball and Heritage have my back!”Anthony Mojica
“We are fortunate to have such a knowledgeable and efficient insurance agency locally to represent our winery. The coverage we need is quite complex and Heritage is amazing at providing clear and concise explanation of what our risks and exposures are and how our coverage will react.We find our annual coverage reviews very helpful. Thank you Heritage for your excellent customer service, your in-depth knowledge and your amazing responsiveness. We appreciate you!”Mary Spencer
“Heritage Insurance has been excellent! They have been invaluable in providing the best companies to provide the best coverage for my home. Kimball is very knowledgeable and the Heritage staff is always available to help me and answer any question I may have. I highly recommend Heritage Insurance Agency. They are the BEST in the North State.”Matt White
“Heritage Insurance Agency is always there for us when we need them! Dan Furtado is the most helpful guy when it comes to Health Insurance. He has helped me to understand the insurance world and explains everything very thoroughly, so there are never any surprises. He also checks in with me and responds very quickly if I ever have a question! Angela at Heritage does a great job as well with our other insurance plans and is always there for us when we need her! Overall, Heritage Insurance is the best and most efficient company I have worked with!”Nichole
“I have had some tricky insurance issues with my home and its location in a wildfire zone. On two occasions, Heritage was able to package policies that provided coverage without breaking the bank. In my business, we also rely on Heritage for commercial coverage. Their excellent, responsive service and attention to the most minute details provide us with the confidence we need to protect the interests of our property, staff and clients.”Monica Nolan
“Heritage Insurance Agency was so helpful when I spoke with them. They answered all my questions quickly and efficiently. I spoke with Maria about my account and she was so nice and patient. She took care of everything I needed. I would definitely recommend Heritage Insurance Agency.”Carissa Bettencourt
“Heritage insurance is a must have if anyone is in need of insurance. They are super helpful and have multiple types of services. I highly recommend them due to their professionalism and understanding of what their clients need. Super glad to have found them due to the services I received from their business for my auto and home insurance!”Diego Esparza
“I have worked with Steve, Kimball, and the heritage crew on a few different things and they have always been very welcoming and professional. You can't go wrong by choosing to use their services, you'll get exactly what you need.”Cooper Shively
“Everyone I spoke to at Heritage was professional and took their time with my questions. They made me feel as if I had been a client with them for years! Happy to give them our business and will definitely recommend to everyone.”Caro
“When Heritage Insurance Agency says, "We take care of our clients..." they mean it! Relationships and trust are so important these days and our family can count on the trust we've built with this reputable company and their agents. Thank you Heritage!”Mark Thorp
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