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Heritage Helps Referral Program

Heritage Risk Advisors
Heritage Helps

Your referrals mean the world to us. We work hard to earn each referral with great service and appreciation for your business every day. As our way of saying THANK YOU, we created the “Heritage Helps” referral program. We love supporting charitable efforts in our community, so we’ve linked referrals and charitable giving together. Here’s how it works:

Each time we receive a referral from you, a $10 donation is dedicated in your name to the social service organization chosen for that quarter. We present one BIG check at the end of each quarter for ALL referrals regardless of whether we are successful in closing the business. This is how we at Heritage honor our clients’ recommendations of our agency and also lend a helping hand to our community. What better way to THANK YOU FOR YOUR SUPPORT!

What qualifies as a referral? A referral is when we get a call for a quote from someone saying you referred them (Don’t worry, we ask on every call!) OR when you say “this person needs a quote”.

For every referral we receive we will donate $10 to the Charity of the Quarter.

Referral Process

It’s that Simple! The person you refer doesn’t have to purchase a policy, just obtain a quote from us. Our referral program is open to anyone, whether they’re a client or not. There are many worthy charitable organizations in our community.

Don’t delay, Let Heritage Help You, Your Friends and the Community today!



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Referrer information
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Referral Program
The Turning Point
Check Presentation (Q1 2017)


Referral Program
The Richardson Animal Shelter
Check Presentation (Q4 2016)


Referral Program
Dartmouth Outdoor Learning Center
Check Presentation (Q3 2016)


Referral Program
Altrusa International
Check Presentation (Q2 2016)


Referral Program
Comet Cupboard
Check Presentation (Q1 2016)

Referral Program
Operation Finally Home (Q3 and Q4 2015) Referral Program
RALC Check Presentation (Q2 2015)

Referral Program
The Network of Community Ministries Check Presentation (Q1 2015)

Heritage Risk Advisors

844-438-4374
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