Heritage Premium Assignment Company - Increasing Profitability Through Premium Finance - 972-772-2704
 

About Heritage Premium

Heritage Premium Assignment Company was founded in 2003 by Gary Fate who has over 26 years experience in finance and insurance. Heritage Premium specializes in providing insurance agents (agency partners) with premium financing for their clients. We help to answer the first two questions your clients will ask— How much is my down payment? And How much is my monthly payment?

We provide you with premium financing that better meets those needs. Heritage Premium provides our agent partners with options to reduce their clients’ down payment and lower their monthly payments, while also making your agency more profitable. Both agency partners and their clients benefit from premium financing.

Heritage Premium is located just east of the Dallas-Fort Worth Metroplex and serves Texas as an established broker of premium finance. Our companies are each selected for their strengths and long-established histories as financial institutions. Our agency partners can check a single account or their whole portfolio online any time, in real time, and make payments for your clients 24/7.

Our alliance with some of the best premium finance companies in the industry has allowed Heritage Premium to focus on finding the best premium financing for your clients while developing service-oriented relationships with YOU, our agent partner.

About the Heritage Premium Team

Gary Fate, President and Owner of Heritage Premium, has brought his over 26 years of experience in insurance and premium finance to the leadership of the company he founded in 2003. Gary has always enjoyed working with his team to provide their agency partners with “solutions through excellence in customer service”--the highest priority of Heritage Premium.

Linda Fate, Co-Owner, has spent most of her career in the customer service and relationship building field. After 12 years with Heritage, Linda has retired and is enjoying her free time.

Adam McCroskie, Marketing Representative, combines his degree in finance with 4 years of experience in the finance and service industry for a winning mix of financial knowledge and customer care abilities. Adam’s approach helps our agent partners become more profitable through competitive premium financing. He received his Certified Insurance Service Representative (CISR) designation in 2017.

Sarah McCroskie, Marketing Representative, brings years of sales support experience and her past experience as Quotes/Services Administrator with Heritage Premium to her new role in assisting our agent partners. She enjoys working with our partner agents to help meet their premium financing needs. Sarah is currently pursuing her Certified Insurance Service Representative (CISR) designation.

Darolyn Madle, Quotes/Services Administrator, brings her 6 years of insurance retail agency sales and service experience with her to Heritage Premium. Speed and accuracy are her strengths she applies to her job every day. She enjoys meeting our agent partner's needs and helping them to better serve their insureds.

Gary Lightsey, Marketing Representative, has been working in the insurance industry for over 20 years. Our agents will find him knowledgeable both in insurance and in premium finance. His role with Heritage will be to provide the best possible solutions for premium financing to our agents. Gary enjoys working with and meeting new agents.

Members of the Heritage Premium Team combine their efforts to provide "the Heritage Premium Advantage"--our daily goal of delivering the best in customized premium financing and increased profitability.

   
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