Growth through merger Heritage Insurance Agency merged with GCI Insurance Brokers in November 2025 to expand specialization and expertise for agricultural and insurance clients, signaling a larger addressable market and potential cross-sell opportunities for farm and commercial coverage.

Award-winning employer Recognition as Best Agency to Work For in the West and a Best Agency to Work For – West Bronze winner indicates strong employee engagement and culture, which can be leveraged to attract top talent for expanding service capabilities and regional growth.

Farm and commercial focus Specialization in farm and commercial insurance suggests upsell opportunities with mid- to large-sized farming operations and agribusiness clients, as well as cross-selling related risk management and property/casualty products.

Strong revenue band Established revenue of 50–100 million positions Heritage as a mid-market player with potential for deeper digital transformation, scalable service delivery, and partnerships with carriers and technology providers.

Digital and tech stack Utilizes platforms like Shopify and web presentation tools, implying readiness for enhanced digital experiences, quoting workflows, and online self-service features that can improve conversion and enable remote sales outreach.