Insights

Education Focus Heritage emphasizes education-first insurance guidance, suggesting a sales angle centered on offering customer-centric risk education, needs assessment services, and tailored coverage recommendations to build trust with prospects and differentiate from traditional agents.

Niche Insurance A small team size (2-10 employees) indicates a potentially underserved customer base and a need for scalable tech-enabled solutions, such as automated policy education, simplified underwriting support, and lightweight digital marketing tools.

Technology Stack Heritage uses cloud, analytics, and marketing platforms (AWS, WordPress, SendGrid, Clarity, Piwik PRO, iCIMS) which presents opportunities to offer integrated CRM, marketing automation, privacy-compliant analytics, and cloud cost optimization services.

Growth Signals Consistent media coverage and investor interest (Zacks mentions, acquisitions by Freestone Grove Partners) point to momentum and potential needs for scalable IT modernization, data governance, and enterprise-grade security as they expand.

Competitive Context Comparable peers report large employee bases and multi-billion revenue, highlighting a potential gap in mid-market digital transformation, partner ecosystems, and cost-effective risk analytics that Heritage could leverage to accelerate growth and customer education initiatives.

Similar companies to Heritage

Heritage Tech Stack

Heritage uses 8 technology products and services including Microsoft Clarity, iCIMS, Amazon Web Services, and more. Explore Heritage's tech stack below.

Media & News

Heritage's Email Address Formats

Heritage uses at least 4 email formats:
Heritage Email FormatsExamplePercentage
First@heritageinsuranceinc.comJohn@heritageinsuranceinc.com
70%
FLast@heritageinsuranceinc.comJDoe@heritageinsuranceinc.com
20%
First.Last@heritageinsuranceinc.comJohn.Doe@heritageinsuranceinc.com
10%
First@heritageadvises.comJohn@heritageadvises.com
100%

Frequently Asked Questions

What is Heritage's phone number?

Minus sign iconPlus sign icon
You can contact Heritage's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Heritage's stock symbol?

Minus sign iconPlus sign icon
Heritage is a publicly traded company; the company's stock symbol is HRTG.

What is Heritage's official website and social media links?

Minus sign iconPlus sign icon
Heritage's official website is heritageadvises.com and has social profiles on LinkedIn.

How much revenue does Heritage generate?

Minus sign iconPlus sign icon
As of September 2026, Heritage's annual revenue is estimated to be $10M - $25M.

What is Heritage's SIC code and NAICS code?

Minus sign iconPlus sign icon
Heritage's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Heritage have currently?

Minus sign iconPlus sign icon
As of September 2026, Heritage has approximately 8 employees across 1 continents, including North America. Key team members include Ceo | Founder: J. H., Chief Educational Officer: M. O. and President: C. W. Explore Heritage's employee directory with LeadIQ.

What industry does Heritage belong to?

Minus sign iconPlus sign icon
Heritage operates in the Insurance industry.

What technology does Heritage use?

Minus sign iconPlus sign icon
Heritage's tech stack includes Microsoft Clarity, iCIMS, Amazon Web Services, WordPress, Microsoft 365, SendGrid, Piwik PRO Core and DigitalOcean Web Hosting.

What is Heritage's email format?

Minus sign iconPlus sign icon
Heritage's email format typically follows the pattern of First@heritageinsuranceinc.com. Find more Heritage email formats with LeadIQ.

When was Heritage founded?

Minus sign iconPlus sign icon
Heritage was founded in 2006.
Heritage logo

Heritage

InsuranceWashington, United States2-10 Employees

Heritage operates in the insurance sector as a small regional firm focused on educating clients about their coverage needs to support informed decision-making for a secure future. Based in the Kent area of Washington, the company emphasizes an advisory approach, aiming to prioritize understanding and education over direct policy selling for individuals and businesses. While its primary activity centers on insurance education, Heritage is positioned alongside larger property and casualty players in the broader market, reflecting a knowledge-driven niche within the industry. The organization maintains a local footprint with a small team and offers access through its website for clients seeking guidance on coverage options. A recent industry development noted in public coverage is Heritage’s involvement in reinsuring and managing catastrophe-related risks through its affiliated entities, indicating engagement with broader risk management practices within the P&C landscape.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
Stock Symbol
HRTG
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2006
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Heritage's revenue is estimated to be in the range of $10M - $25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.