Trusted Choice Pledge of Performance

The Heritage Agency

Trusted Choice® agencies are insurance and financial services firms whose access to multiple companies and commitment to quality service enable us to offer our clients competitive pricing, a broad choice of products and unparalleled advocacy.

As a Trusted Choice® agency, we are dedicated to you and are committed to treating you as a person, not a policy. This commitment means we shall:

  • Work with you to identify the insurance and financial services that are right for you, your family or your business and use our access to multiple companies to deliver those products.
  • Guide you through the claims process for a prompt and fair resolution of your claim.
  • Help you solve problems related to your coverage or account.
  • Explain the coverages and options available to you through our agency, at your request.
  • Return your phone calls and e-mails promptly and respond to your requests in a timely manner.
  • Provide 24/7 services for our customers, offering any or all of the following: emergency phone numbers, Internet account access, e-mail and call center services.
  • Use our experience and multiple company relationships to customize your coverage as needed.
  • Commit our staff to continuing education so they may be more knowledgeable in serving you.
  • Treat you with respect and courtesy.
  • Conduct our business in an ethical manner.

We pledge this to you, our clients and ask that you let us know if we fail to meet our commitment, so we may take corrective action.

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Phenix City
1610 Broad Street
Phenix City, AL 36867

Smiths Station
110 Lee Road 562 Suite D
Smiths Station, AL 36877

334-298-5500
9AM - 5PM Mon - Fri
Closed 12PM - 1PM for lunch