Heritage Helps Referral Program
Heritage Risk Advisors
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!
Refer a friend to Heritage Risk Advisors
2017 Charities
2016 Charities
2015 Charities
The Counseling PlaceCheck Presentation (Q2 2017)
Liberty Junior HighSpecial donation of binders to the AVID program of Liberty Junior High
The Turning PointCheck Presentation (Q1 2017)
The Richardson Animal ShelterCheck Presentation (Q4 2016)
Dartmouth Outdoor Learning CenterCheck Presentation (Q3 2016)
Altrusa InternationalCheck Presentation (Q2 2016)
Comet CupboardCheck Presentation (Q1 2016)
Operation Finally Home (Q3 and Q4 2015)
RALC Check Presentation (Q2 2015)
The Network of Community Ministries Check Presentation (Q1 2015)