Strong Regional Presence Heritage Risk Management has established a significant footprint across West Texas with multiple locations including Lubbock, Amarillo, Fort Worth, and Plano, positioning it as a leading local insurer with extensive regional coverage.

Diverse Industry Focus The company serves a broad range of industries such as medical, oil & gas, manufacturing, and non-profits, creating opportunities for tailored insurance solutions across various market segments.

Growing Revenue Range With annual revenues between 1 million and 10 million dollars, there is potential for upselling premium insurance products and expanded service offerings to existing clients as the company grows.

Active Community Engagement Recent hiring of notable personnel and involvement in industry awards suggest HeritageRM is expanding its professional network and reputation, which can be leveraged for relationship-based sales opportunities.

Technology Utilization Utilizing tools like Google Analytics and modern web technologies indicates a focus on digital engagement, providing avenues to enhance marketing outreach and targeted client acquisition strategies.