Skip to content Accessibility info

Heritage Helps Referral Program

Heritage Helps See how your referrals impact the community

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.

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!

Referral process drawing

Refer a friend to Heritage Risk Advisors

Your Information

Referral Information

Anything Else?

Binding Agreement

Will be sent securely

We respect your privacy. Your information will be sent securely and handled with care. View our privacy policy.

Note: leave the Subject field blank if you are a real person. If this field is filled in, your request will be ignored. This helps us protect against automated form posts (spam).

2017 Charities

2016 Charities

2015 Charities

Referral Program The Counseling Place
Check Presentation (Q2 2017)
Liberty Junior High Liberty Junior High
Special donation of binders to the AVID program of Liberty Junior High
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)