The Heritage Group

I own a small business and was in need of new insurance for several reasons. I was told to give Tyler a call and it is one of the best decisions I have made as a business owner. He found out that I was not only being over charged but also incredibly under covered. The insurance coverage he found for me was not only far superior to what I had in terms of coverage but also just about the same as what I was paying if not cheaper.

They have also since helped me with my homeowners insurance that went exactly the same way. I was being gouged to a ridiculous extent. Once again Tyler and his team found me cheaper insurance with more coverage.

These guys are amazing and if you’re looking for good insurance, for a good price by good people. This is the place for you. 5 stars isn’t even enough.

I can't say enough good things about my experience working with The Heritage Group. I had a recent issue regarding my home owners insurance and they went above and beyond to assist me. They truly make navigating and understanding a difficult industry much easier for their clients. Their professionalism and dedication shows through their work. I would highly recommend them to anyone.

After a 19-year search, we have finally found an insurance agent who understands the full range of coverages our small title insurance agency requires and has bound it for us at reasonable premiums. Their process is comprehensive and painless. We are completely satisfied with the extraordinary service and professionalism provided by Berny, Tyler and the entire team at The Heritage Group!

We recently switched to Heritage group and have had such a positive experience thus far. Britt Louie went above and beyond her role and scope to assist us with required banking coordination needed to ensure timely completion. She worked tirelessly to make up for our local banks incompetencies. She followed up daily, kept excellent documentation and ensured communication with us throughout the ordeal. Her customer service is testimony to us making a good decision to work with the Heritage group.

The Heritage Group helping us for past couple year now with all businesses and personal insurances. From our very first interaction with them, we have experienced nothing but professionalism, empathy, and responsiveness. They are always just a phone call or email away, ready to address our questions, concerns, or insurance needs promptly. This level of attentiveness has brought us immense peace of mind, knowing that our insurance partner is there to support us when it matters most.

I’ve had the pleasure of working with Tyler Terpening for the past six years. A consummate professional through and through.
Every single year he finds us competitive pricing on all of our insurance premiums. He has helped us tremendously every year- his input, and guidance has been invaluable for helping us with insuring our business.
His entire team is extremely easy to work with, always responds immediately, and not only provides the service- but does so in a professional, and friendly manner.
I’m sure there are other companies to help with your insurance needs- but I wouldn’t bother.
The Heritage Group is quite simply the best there is.

Tyler has been literally perfect for every need we have ever needed him for from setting up our insurance to making adjustments to finding us the most competitive I even switched to him for all my personal. Insurance needs. Very responsive and quick to jump on anything we need. He is literally one of the best and I highly recommend his company! I’ve had the pleasure of working with him for the past 6 years and can honestly say I don’t look anywhere else for help regarding insurance needs. Keep up the good work such a great team honestly doesn’t get any better then them.

Having worked with The Heritage Group before, I thought of them when I was suddenly in need of insurance coverage again. I called the Heritage Group and was put in contact with Stephanie. She took note of my situation and started to help right away. Stephanie was very responsive and extremely professional. I would highly recommend the Heritage Group

I've had a completely positive experience with The Heritage Group. Tyler and his team are extremely well-researched, patient, flexible, and thorough. I'm so grateful to have them on my side!

Quick Response Restoration has had the pleasure of servicing The Heritage Group's commercial and residential insured customers. We at QR deal with many agents and insurance carriers. Tyler and his team is hands down one of the best in the business! The policies Tyler writes are comprehensive and assistance he provides throughout the claims process is top-notch. I would highly recommend Tyler and his team for any of your insurance needs!

I have been doing business with The Heritage Group for several years now and I have to say that the customer service is excellent. I work with Stephanie Bleichert every year on searching for the best possible options for my car insurance, home owners and trailer insurance. She always takes the time to focus on my needs and finds the best possible rates out there. Always willing to help and always makes me feel important. She is friendly and extremely professional. I always recommend calling The Heritage group when looking for quotes as they all work very hard to find the best service and pricing that works for YOU. One important thing for most of us is being able to make one phone call and being taken care of with NO HASSLE. The Heritage Group is your One Stop Shop!!

I would give Tyler and his team 10 stars if that were an option! They are professional, thorough and extremely responsive. Tyler answered every email promptly, nights and weekends included. Our business needed fast turn around on multiple new policies, and The Heritage Group not only delivered quickly, but really worked hard to customize our programs within our time frame. A+++

The Heritage Group has been providing our business with its health insurance for years.. They are attentive, cost and customer service orietned. Berny knows the business inside and out and works hard for her clients. We recently started using the Heritage Group for our liability, auto, D&O insurance. They carefully review our options - looking at price and ensuring we have good coverage at a fair price. Tyler is attentive to detail, responsive and a pleasure to deal with. I highly recommend The Heritage Group.

I have worked with Tyler and Stephanie on my own policies and many of my customers have worked with them as well. Always professional, courteous and thorough. I would not hesitate to encourage friends and family to give them a call for any personal or commercial insurance needs. Thank you to the Heritage Group!

Tyler and is Team was able to get me a great rate. They were not only able to get me General Liability Insurance, Equipment Insurance and Commercial and bundle my insurance for just a few extra dollar. Compared to my previous auto insurance agent.

On top of all that they even forced my previous insurance to fix the mess he created. When lapsed my auto insurance. When I switched to Heritage. They took care of every. Make Heritage your go to for all your Insurance needs.

The best referral yet, that’s how I met Stephanie B at The Heritage. I cannot even begin to explain how fortunate I have been, with all the bad experiences I’ve had, she has just been amazing to work with and there has not been a time that she has not delivered for me. Stephanie is always willing to help and most importantly looking for my best interest. I would not hesitate; her customer service skills, her friendly attitude, her response time, her knowledge, her miracle ways, her support system are seriously what everyone needs to get the job done. I am worry free because of her!! 😊

Outstanding service from Stephanie Bleichert of The Heritage Group! She is always so courteous, friendly and helpful! I feel comfortable calling her whenever I have a concern and she always works hard to resolve it quickly and to my benefit. Stephanie is delightful to work with and gets me great insurance at great rates.

I was referred to Tyler by my Financial Advisor. I had an immediate need to secure business insurance for upcoming consulting work for a corporate client. Within a few hours, we had spoken, received quotes, and submitted paperwork for the insurance I needed. Rarely do I experience someone addressing my needs with the sense of urgency that I have! Thank you to the whole team for their exceptional customer services and variety of affordable insurance options.

The Heritage Group works for YOU! We had our company health insurance brokerage through them and they did such a fantastic job, we now have them brokering our liability insurances. Tyler does an amazing job with our liability insurance in a hard to insure industry. Fabulous service and good old fashioned concern for their client in a contemporary business model.

I cant say enough good things about Tyler and The Heritage Group. Tyler was incredibly professional, patient and helpful as we went through the process of switching brokers and insurance. Tyler saved our business $15,000 this year. We are so happy with our experience working with the Heritage Group we plan to use them for more of our business insurance needs in the future. I cant say enough good things about this company. Thank you Tyler!