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Seven Guiding Principles We Like

Heritage Companies is enriching the lives of the people we touch through a team-centric approach to your care. A bold statement? Maybe. But through humility and integrity we are making individuals, employees, companies and the communities we support healthier, happier and more whole.

We do this by being mindful of your needs, having the generosity of spirit to consistently educate and with outstanding professionalism ensure you have the customized products and services to support you, your employees, your companies’ health and well-being. Sound serious? It is. But we are also just crazy enough to think insurance can be fun too.

It is the foundation inside of each of us that guides us to do the right thing, at the right time, with the right people. Integrity is at the core of how Heritage Companies services our clients. 

We work hard at helping others get what they need, before our own needs and we consistently strive to do more than the minimum needed.

We work to get the facts and ask the right questions. We experience growth through collaboration and communicating with one another clearly and effectively.

We are aware of how our own thoughts and actions affect others. We ask tough questions and seek to be proactive with solutions for our clients and our team.

We take ownership of our shortcomings and listen well in order to seek understanding when a conflict arises. We ask questions when we need help and do not fear it.

We seek to create an enjoyable work environment for our clients and our team. We deliver exceptional experiences for our clients and have a lot of fun while doing it!

All of these values come together to create an ideal team. We strive to use the word “we” more than “I” and we take care of one another in times of need.

Eliminate the burden of handling employee benefits and compliance