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Heritage Insurance Brokerage PLLC

I am the Principal Broker and Insurance Agency Owner. I have a passion to help people from all walks of life. I make a point to ensure that all of my clients understand what type of insurance their policy consists of and more importantly how their insurance policy protects their families. I have over 13 years of insurance industry experience. I am involved in various non-profit and charitable organizations in the states of Texas and Louisiana. I have one amazing and brilliant son. I am a college graduate from Southeastern Louisiana University, with a Marketing and Human Resources and Personnel Management degrees and also from University of Phoenix (Dallas Campus), with an Masters of Business of Administration. I would personally love to be your new Insurance Agent and for you to become apart of the Heritage Insurance Brokerage! PLLC Family!

Address

1301 East Debbie Lane
Mansfield, Texas 76063

Office Hours

  • Monday-Thursday 9:00AM-5:30PM
  • Friday 9:00AM-5:00PM
  • Saturday 10:00AM-1:00PM
  • Sunday By appointment

Why our clients choose us

“Heather is the most professional and hard-working insurance person I've ever had. She goes over the top to help you get the best policy for you and your family. You're number 1 in my book. God bless and thank you dearly. Customer Tisha Mccormick”
“I loved having worked with Heather. She was persistent in finding what worked for me. Very professional and friendly. Customer Sandro Pierre-Jules”
“I'd like to first ask that there be MORE STARS to give out to Heather Jefferson because 5 just doesn't seem like enough. I've had the pleasure of working with Heather on various insurance needs and each time she goes WAY beyond to help me with the best policy for me and my family. I can't recommend her enough for anyone looking to take care of their family in the best way possible be that a home, car, etc. Trust and honesty are hard to come by in this industry and Heather had both in abundance ... plus her amazing work ethic made the experience each time wonderful. Thanks Heritage and Heather!! Customer Daylon Deon”

We offer the following coverages for small businesses

General Liability (GL) Insurance

General Liability is the most common form of insurance for small businesses, as every single professional is required to have some form of general liability coverage. Coterie offers both standard, year-long policies, as well as flexible duration, project-based coverage through our partners.

Business Owners Policy (BOP)

A Business Owners Policy (BOP) is more versatile, and protects both a business owner’s business and property – all in one package (typically combining General Liability and Property Insurance). This type of insurance for small businesses can reimburse the policyholder for damaged personal property.

Professional Liability Policy (PL)

Professional Liability (MPL), also known as Errors and Omissions, a type of liability insurance that covers you for failure to uphold contractual promises in mostly service-based professions.

General Liability Insurance
Business Owners Policy
Professional Liability Insurance

Why we trust Coterie Insurance

Coterie Insurance was built from the ground up to empower small businesses and insurance agents with:
  • Affordable and competitive pricing
  • Streamlined insurance quotes reducing the lengthy, time-consuming application process
  • Flexible coverage options designed for today’s small & micro businesses
  • Coverage backed by A+ rated (excellent) licensed insurers and reinsurers
  • Professional claims handling – when the unexpected occurs, Coterie is there to help
Construction Insurance: Why It's Important for Your Business
You have better things to think about than insurance

Through our partnership with Coterie Insurance, invest your time where it matters most — running your business — and enjoy the peace of mind that your hard work is protected by an insurance policy that meets your needs.

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