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phone (816) 322-6350

Save Money and Improve Benefits

When it comes to purchasing insurance, everyone wants better benefits at a lower price. Heritage Companies has delivered on this request, creating an exclusive cost-saving solution that’s proven to be applicable for a variety of industries and Heritage clients.

Focus On What You Love

From employee management to government compliance, owning a business can be stressful. Let Heritage Companies take the stress out of your business.

It's Like Having A Free HR Department

Most small businesses cannot afford an entire HR department. At Heritage Companies, we provide many of the HR services that you need including management of employee data, enrollment, insurance claim issues and even post-employment coverage…all at no additional cost.

Dreading Your Annual Benefits Meeting?

Preparing for your annual enrollment period can be overwhelming. At Heritage Companies, we take care of your employee enrollment for you. From the meeting to the administrative details. Let us help you with your next open enrollment.

To better serve you we have partnered with Acrisure

Testimonial

"Very good company to work with and would recommend them to other businesses"

- Derell

"The Heritage team has been an excellent resource for American Industrial Group. Everyone we interact with is knowledgeable, skilled and responsive when we have questions, enroll new employees and need to consider alternative plans for the next year. We appreciate their professionalism and support for our company."

- Krista Rogers

"Heritage Companies is a great company to work with! Highly recommend!"

- Donna Johnson

"We have worked with Heritage Companies for many years. Despite the small size of our company, we have always received excellent service and quick response to our needs."

- Ruthanne Timm

"Our company has been in business for fifty-six years & we have been with Heritage Benefits for well over twenty years. They put us, the customer, above all else & work hard to make sure our insurance needs are met. We appreciate that they go to bat for us when necessary. Thank you to all who work with us there. Job well done!"

- Mary Huston with Huston Contracting, Inc.

"Kelly Carter has been our insurance representative for Blue Valley Public Safety, Inc for many many years. She always comes prepared, happy and has an answer, or gets an answer to our questions. You can tell she has been in the insurance business for a while and knows how to help"

- Norma Cates

"Heritage has been fantastic to work with. Jacob and his staff have a great amount of knowledge in the insurance industry and are always working to get the best rates!"

- Andrew Garrelts

"So appreciate Jacob and his team! Our company has had multiple difficulties this past year with insurance payments (on several employees cancer treatments), and they have always been there to help us get payments straightened out and finalized! They have been a great advocate for us and we so appreciate their hard work and help!"

- Deb Molder

"I've had a very positive experience with Heritage Companies. The staff has always gone the extra mile to ensure that I have the answers I need in addressing both my own and my employees insurance questions"

- Kurt Harris

"I have worked with Scott Lepley and Heritage Companies for several years now. I've always known Scott to be professional and always is ready to work hard to try to get us good rates on our insurance. I can call and talk to him about any problems we are having with insurance and he is always there to answer my questions. I call his office to work with Heritage on Cobra and they are always kind and easy to work with. I highly recommend Heritage Companies. They will make sure you have everything you need and if you don't alls you have to do it call."

- Becky Williamson

"This is the first year we used Heritage Companies to handle our health care insurance. They worked with us to lower our current monthly premiums and still provided our employees with quality healthcare. There were a few glitches, but the staff was there to solve the issues as they came up during the year. Jennifer, Janet and Melissa have been great!"

- Renee Pierson

"I absolutely love this agency. They take care of us like we are part of their family."

- Lisa

"The team of people I work with at Heritage are wonderful. When I call or email them with questions, they are always quick to respond and help me in any way they can."

- Penny Stewart

"We have worked with Heritage for a number of years. They always give great service and work with the insurance companies to quickly resolve any issues we have."

- Peggy Heid

"Heritage Insurance Company, is one of the best choices we have made, for all our insurance needs. You will find yourself being well cared for, as an insured with Heritage Insurance Company."

- Rebecca

"Jacob responded immediately to my request for insurance evaluation."

- Steven Thurmon

"Kelly Carter and her Team made the transition of changing our company's insurance agency rep and carriers in a very smooth and easy process. The tools that they provide along with the open enrollment procedure is great. They answer all of questions and needs as if we are their only client!"

- Vivica Ballew

"Great service, knowledge and is very informative about our policies."

- Terry Leigh

"Our manufacturing companies have used Heritage (Scott Lepley) for our primary health care provider for decades. He obtained our business via good customer service, clear presentations to the employees, and timely responsiveness. He kept our business by going to bat for 2 employees - both of whom had college age children that ended up with fatal bouts of cancer. In each case, Scott personally spent hours and hours making sure the associates received fair reimbursement for their children's care. This removed a big load from grieving families - and made him the only person we will likely use for our health care as long as I am in business. Mike Vogt, President Staying Home Corporation"

- Michael Vogt

"Heritage has done a great job for us. They research for the best rates each year, and assist in finding the best insurance plans for our facility. Also, they make terminating and adding new employees so easy. They do a great job."

- Bonnie Groshans

"Excellent customer service. Positive experience every time."

- Alesia Wissman

"Heritage has taken care of our employees insurance for 20+ years. We are a small business but we were treated like we were a huge company. Always personable and professional."

- Connie Elliott

"Jeffrey, with Heritage Companies, has been our health insurance rep for many years. He is dedicated to his clients and works hard every year to keep our business. We are assured that he’s negotiating the very best deal for us that he is able. He is attentive to not only the needs of our business, but also each employee that works for us. His personal touch is greatly appreciated."

- Dan Matthews

"Jeffrey and his staff have been great to work with for a number of years now. He and staff are always informative and on top of things. We couldn't do it without them!"

- Karla Grove

"Always a quick response to questions or situations that will help me with answers I need to make a decision. Customers for MANY years at least 20!"

- Donna K Messina

"Quality & Service! Jeffrey and his team go above and beyond to make sure your needs are met when it comes to your insurance needs. I have been a client for years and am still impressed!"

- Andy O’Hanlon

"I am a small business owner that added health insurance to our company benefits. I have had a great experience with Jeffrey Williams and his Heritage Company team. They work with us in handling the set up, billing and employee questions that make the process feel easy."

- Frank Laster

"When it comes to health insurance, look no further. The team at Heritage Financial are great. Kelly & Tania are great to work with and find us the best insurance for our company every year."

- Elle Eggers

"The team at Heritage Companies is thorough and always so helpful when I need anything. Very customer oriented. Highly recommend!"

- Debbie @ CARSTAR

"Kelly and her Team are the BEST! They work really hard for all of us at Heartstrings! They are efficient and effective in answering any and all questions!"

- Bunny Higgins

"Heritage Companies has always been there for the Olivet Baptist Church and School. Jacob, Jennifer, and Katie have all gone above and beyond to meet our needs. Thank you"

- John Tilson

"This is by far the most professional and customer service-based company I have had the pleasure of being associated with. They respond quickly to any question or concern I have from my local representative all the way to the top of the executive ladder. They work together as a team and make sure there is always someone available to help us out. No matter how inconsequential the question might seem, they make sure to make us a priority. All the team members do their best to find the policy that is the right fit for our company and they have found great savings and benefits for us. Every year they make sure to do their best to search for the best products to offer and give us options available to choose from. We are grateful for the service, dedication and diligence in providing our company with all they to offer. I personally have recommended them to several people and continue to do so anytime I am given the opportunity!"

- O & M Enterprises, Inc.

"Our company is beyond satisfied with the customer service we have received from Jeffrey Williams and his team! He has been our insurance agent for years providing us with exceptional service, promptness, knowledge, and availability! Thank you for going above and beyond for our small business!"

- Jenny Simcox

"Heritage has been providing benefits for our company for more than 5 years now. Great team and very responsive. I would recommend them to any business owner."

- Josh Eliseuson

"We have worked with Heritage Co. for several years and they have taken the time to make sure that our employees get the best benefits that we can budget for. Meagan Corlew is the absolute best! She is always available to help us anytime we call, no matter what we need! They by far have the best customer service around! They go above and beyond to take care of our company!"

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"My last employer worked with Heritage, so I had worked with Meagan at my previous employer and when I got hired on at my new job and found out she was my contact at Heritage I was ecstatic! She has always went above and beyond no matter the size of the group, large or small. She treats everyone like they are her one and only customer."

- Suzy F

"I had questions regarding proof of coverage and Amelia jumped on it immediately and answered all of my questions. Friendly and professional."

- Krissy S.

"We have worked with Heritage Co. for several years and they have taken the time to make sure that our employees get the best benefits that we can budget for. Meagan Corlew is the absolute best! She is always available to help us anytime we call, no matter what we need! They by far have the best customer service around! They go above and beyond to take care of our company!"

- Lisa Mahaffey – SJCFD

"We have been with Heritage Companies for several years now and are very pleased with the service we have received from them. They have worked diligently on our behalf to obtain the best health benefits at the best price for our company. During open enrollment, they meet with our employees to explain benefits and answer our questions, and our Account Manager Meagan is always available to assist throughout the year on a timely basis whenever I reach out to her. They are a valuable resource for our health insurance needs!"

- C. Jones

"Our Heritage agent came to our office to answer everyone's questions about each of the insurance plans available as a group, as well as individuals. As our company grows he has offered his services to each new employee that comes aboard. He has worked very hard on getting us through the renewal seasons and getting the best pricing for our plans. I was very impressed that he even went a step further by catering our lunch during open enrollment, stayed to make sure everyone understood what they signed up for and to make sure paperwork was complete before he left. He made sure everyone knew if any questions or concerns came up to give him a call."

- Fisher

"Marita went above and beyond to help me and make sure my insurance needs were met. I am grateful for the service at Heritage Companies! Thank you!"

- Brenna

"We just wanted you to know that Dustin has been a superb asset for us. He has taken all the time we have needed to discuss our financial issues. Always pleasant, courteous and most importantly empathetic to our needs, wants and desires. Kudos to him. Keep him around. He is an extremely beneficial asset to your company. Thanks for putting him on to us."

- M. & K. Henrich

"Our Heritage agent came to our office to answer everyone's questions about the health insurance plan and took us step by step through the benefits. He was willing to go talk to the health insurance rep face to face to work out a deal on our behalf. I have been very impressed with the amount of time and effort he put into making sure we understood what we were buying into, which helped us provide a valuable benefit to our employees."

- S. Eichhorn

"Heritage Benefit Consultants is held in high regard as far as customer service is concerned. Inquiries are responded to in a timely efficient manner. The customer support staff is quite competent and very responsive and what is most impressive is the service provided to our employees is incredible. In addition, Heritage understands our business and is a supporter of our cause."

- J. Tewes

"Our Company has worked with Heritage Companies for several years now and I highly recommend working with them. They have been a real asset to helping our Company find insurance benefits for our Employees that works for all persons involved. "

- N. Pointer

"Three years ago I engaged Heritage Companies as our health insurance broker. To my pleasant surprise they have provided services well beyond what I expected from an insurance broker. They truly partner with us allowing us to offer the best benefit package possible that we can afford."

- B. London

I am interested in learning more about

Being a business owner can be stressful when it comes to insurance, human resources and regulations. At Heritage Companies, we are benefit experts so that you don’t have to be one. That leaves you more time to focus on growing your business.

Independent Insurance Agents

Recognized as a local leader, our goal is to provide clients with more than just good insurance plans at affordable prices. We want to help you determine and implement strategies to achieve your goals.

Compliance Is Critical

Your employee benefits are too important and complex to be handled with a “hit or miss” approach. Everyone promises good or even excellent customer service. Our promise is different

Let us transform your experience from ordinary to extraordinary. Our goal is to exceed your expectations. Our philosophy and approach combines custom plans with highly personalized service and support. The result? Greater consistency and less complexity for everyone.

Hassle-Free HR Management

Having the right HR system in place can be the difference between surviving and thriving when it comes to managing your employees. Heritage Companies provide HR Management Services to employers to make the process a smooth one.

Eliminate the burden of handling employee benefits and compliance