The Heritage Patriot Heritage Insurance Agency
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Insurance for business
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OUR MISSION To provide insurance products & risk management services with integrity, at competitive cost. To serve by developing & cultivating mutually beneficial relationships, while acting in each client’s best interests. To offer the added-value of exceptional customer service & the best possible advice, to minimize risk by providing effective management of risk exposures. To cultivate alliances with top-rated regional & national insurance carriers to ensure that our services are second to no competitor. To provide insurance products & risk management services with integrity, at competitive cost. To serve by developing & cultivating mutually beneficial relationships, while acting in each client’s best interests. To offer the added-value of exceptional customer service & the best possible advice, to minimize risk by providing effective management of risk exposures. To cultivate alliances with top-rated regional & national insurance carriers to ensure that our services are second to no competitor.
Businessman JPEG – "How can we be of service to your business?"
On occasion, our clients need to access various forms. The old fashioned way would be to snailmail or FAX the form to your
business. Here, you can download forms in Acrobat PDF format
for easy printing, instant gratification and even faster service.

Your CSR will direct you to the appropriate form(s):
• Broker of Record Letter  (13KB)
• Certificate of Ins. Request  (11KB)
• Driver List  (9KB)
• Property Form  (10KB)
• Vehicle Schedule Form  (11KB)
• Worker's Compensation Payroll Form  (11KB)
• Worker's Compensation Experience Modification Rate Calc. Letter    (14KB)

(If your PC or Mac does not have Adobe Free Document
Reader,click here to download it.)
Information Request

Heritage Insurance Headquarters – 90 Parker St • Gardner, MA 01440 • Toll-Free: 1.800.287.3400 or 978.632.3400
427 Main St • Athol, MA 01331 • 978.249.9000 ::: 75 Central St • Winchendon, MA 01475 • 978.297.0018
At Workers' Credit Union Headquarters – 815 Main St • Fitchburg, MA 01420 • 978.353.7180