Easy-to-Use Applications
In order to pursue a comprehensive insurance proposal, we need to gather essential information about your company.
In consideration of your time, Heritage has created brief questionnaires that ask only the most basic questions that are required for a proposal.
Simply choose the appropriate application from the list below, complete it, and fax or e-mail the application back to Heritage Insurance. We will take care of the rest.
For your convenience you can type your responses directly into these dynamic PDF’s, save them to your local computer and then email them to Heritage Insurance: sales@heritagefla.com
The information will be used to prepare a proposal. A licensed agent will meet with you to conduct a comprehensive review of our proposal in order to ensure that you receive the coverage you need.
If you cannot view the dynamic PDF’s, open the static PDF below, print your form, complete it by hand and fax it to our office: 941-723-1440.
Auto Insurance (PDF 240KB)
Equipment (PDF 6.95MB)
General Liability (PDF 8.38MB)
Property (PDF 235KB)
Roofers General Liability (PDF 10.45MB)
Workers' Compensation (PDF 7.22MB)







