MWBE Small Business Promotion Week: Heritage Insurance Brokerage
By Office of Communication
Posted on June 27, 2022, June 27, 2022

Heather Jefferson and Planning and Development Director

Adding a personal touch to insurance, Heather Jefferson, takes pride in caring for her clients and makes a point to not only “spoil” them but make sure they truly understand their coverage. All of Jefferson’s clients at Heritage Insurance Brokerage receive her personal cell phone number.

“I like to be one-on-one with my clients. As their agent, I do annual reviews with them to go through the insurance to make sure nothing has changed with their situation. Every detail helps. This is something I have always done, even before I created my own company,” said Jefferson.

Originally from Louisiana, Jefferson has called North Texas home for almost 22 years. After nearly seven years working for a captive insurance company, Jefferson took the leap and created her own insurance company three years ago, based here in Arlington. The company has grown despite the pandemic, and now they offer insurance in both Texas and Louisiana.

The team of two at Heritage Insurance stays busy, but whether someone is looking for personal or commercial insurance, Jefferson makes sure that all of her clients understand what type of insurance their policy consists of and more importantly how their insurance policy protects their families.

“I really like for clients to know what they have. A lot of people don’t know there are different levels to full coverage, especially when it comes to auto insurance,” Jefferson stressed. “People think it’s just full coverage, but it’s not. I like to add that personal touch, take the extra five or ten minutes to explain what is covered in their policy.”

Jefferson added she offers free insurance reviews for anyone, not just her clients. Anyone is welcome to send her a policy and have her review it to make sure no crucial coverage is missing.

Heritage Insurance covers all realms of insurance, both personal and commercial, including homeowners, auto, boat, life, personal and flood insurance, just to name a few. Jefferson’s company even recently added disability insurance for athletes and entertainers, with a primary focus on college athletes making transitions into the professional leagues. They do offer bundle discounts for clients.

To learn more about Heritage Insurance you can visit their website https://www.heritageinsurancetx.com. Or you can visit the One Start Development Center, on the second floor at City Hall, during ‘Small Business Promotion Week’, June 27, 2022 through July 1, 2022, where the iCARE Ambassador team of the Planning & Development Services Department will be promoting this business as the Small Business of the Week. The department is also hosting Customer Appreciation Week during the same time and will be providing refreshments and bottled water for the customers visiting the Small Business Promotion table.

The City of Arlington is highlighting minority-owned and/or women-owned small businesses throughout 2022. Canales Furniture, another Small Business of Arlington, who has grown substantially in the last few years, wants to give back to the community and is sponsoring this program with the Planning & Development Services Department for the year 2022. In their new headquarters at 102 E. I-20 Highway, they have dedicated a training room for their growing community, including free English-speaking classes, citizenship classes, and teaching small businesses on how to utilize social media as a marketing tool.

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