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

About Heritage

Overview

Heritage Premium Assignment Company was founded in 2003 by Gary M. Fate who has accumulated over 25 years experience in the finance and insurance field. HPAC specializes in providing insurance agents with premium financing for their clients. We answer the first two questions the client will ask about down payment and monthly payments by meeting their needs. HPAC provides the agent with a way to reduce the down payment and lower the monthly payments while making the agent more profitable.

Heritage, located just east of the Dallas metroplex services Texas, Colorado, and Ohio, and has been established as a broker of premium finance companies building on the strengths of long established financial institutions. Agency partners can check a single account or their whole portfolio online any time in real time. You can make payments for your clients 24/7.

This alliance with some of the best premium finance companies in the industry has allowed Heritage to focus on what they do best, developing service oriented relationships.

Personnel

Gary Fate has over 25 years of experience in insurance and premium finance. He has always enjoyed working with people and providing solutions that others could not. Excellent customer service is the highest priority for HPAC. When he graduated from University of Tulsa with a bachelor's degree in business, his love was in marketing. 

Linda Fate has been in the customer service and relationship building fields most of her career. She has over 10 years of premium financing experience. She enjoys meeting new agents and learning about the needs of their clients. While working full time, Linda completed her master's degree in business at Lindenwood University.

John Bruce has spent over 13 years servicing the needs of insurance agencies. He has proven himself as a "go to" guy. Addressing the agent’s needs, John will go to extreme lengths to find a resolve. With his ACSR designation, John has a keen knowledge of the workings of different coverages and how best to apply financing to afford those coverages to the insureds. Active in his local associations, IIAH and HIP, John continues to give back to the insurance community.

 

Adam McCroskie, graduated from Texas A&M Commerce, is applying the knowledge he gained with his Bachelor degree in Finance to Heritage clients. Working in the service industry during his studies, he is prepared to merge the two experiences in a career that allows him to use his finance knowledge and customer care abilities to help his agents be more profitable with premium financing. He is currently pursuing his CISR designation.

Harrison Epps represents Heritage in Ohio and Texas. He specializes in electronic banking, payment processing and business analysis. He graduated from Arizona State University with a Bachelor degree in Science. At Heritage he utilizes his relationship skills in understanding each agent's unique circumstances and provides insight to premium financing. He enjoys meeting new agents and discussing the opportunities that premium finance can provide to your agency. He is currently pursuing his CISR designation.

Increasing ProfitabilityIncreasing Profitability

Due to our volume with our providers we are able to offer competitive rates and favorable terms to our agents. We are also able to take advantage of the latest premium finance technologies utilizing their online quoting and agency services.

A team is assigned to handle your accounts so that you will always have someone familiar with your agency making sure everything is taken care of. We at Heritage Premium Assignment Company are always ready to assist you in building your agency business and increasing profitability through premium finance.

   
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