To Us, You’re Family.

You’re not just a number. You’re more than your policy. You are family when you become a customer of ours. We remember your name. We remember your pet’s name, and that goofy thing they did last month. We care about you, because you’re a part of the community too. When you’re doing good, we’re doing good. We will do everything we can to take your insurance and finance worries away.

Insurance That Works For You.

Secure Heritage Insurance Agency was started over 20 years ago by Phillip Hollis. He had a goal in mind to make insurance about quality, not quantity. Phillip’s mission was to provide a choice of insurance to our clients. Providing an environment where people felt they were being listened to. A place where clients could be helped without feeling rushed. Most importantly, people need to be educated about their insurance. They need to know what they have and how to use it. By putting this all in place, we are able to make insurance work for our clients, not our clients working for their insurance.

Our Focus:

Secure Heritage Insurance Agency focuses on 6 core products, but can serve your needs no matter how big or small your family or business is.

 
 
 

Life Insurance

Life insurance is meant for everyone, whether you are married, single, have children, and/or are retired. You may not like to talk about loved ones passing, but it’s an important conversation we can walk you through.

Property & Casualty Insurance

Property insurance and casualty insurance are types of coverage that help protect the stuff you own — your home or your car, for example — and also provide liability coverage to help protect you if you're found legally responsible for an accident that causes injuries to another person or damage to another person's belongings.

Supplemental Insurance

Coverage that fills the gaps that other policies miss, including costs associated with hospitalization, accidental injury and critical illness; coverage and peace of mind when you need it most.

 
 

Health Insurance

Health insurance pays for medical and surgical expenses that are incurred by the insured. It varies for each individual as it depends on health, medical needs, the coverage desired, and plan cost.

Employee Benefits

Employee benefits, also known as perks or fringe benefits, are provided to employees over and above salaries & wages. These employee benefit packages might include overtime, medical insurance, vacation, profit sharing and retirement benefits, and so on.

Medicare Supplements

We have many choices of carriers for both medicare supplements and advantage plans.

 
 

Professional Services Offered

 
 

Retirement Planning

Good planning can help you get out of debt, reduce dependence on credit, and accumulate wealth or achieve financial freedom. Secure Heritage Insurance Agency can help equip you to protect you and your loved ones through crisis.

Employee Benefits Consultation

We’re your strategic partner for affordable and flexible coverage that maintains retention, and healthy, happy and productive team members. Can include products like life, health, disability, critical illness, accident, hospitalization, & more.

consulting

Free Insurance Consultation

Talk to one of our experts about getting the right coverage for you, your family, or your business today.

 

Insurance Product Lines

 
 

LIFE INSURANCE

Life insurance is meant for everyone, whether you are married, single, have children, and/or are retired. You may not like to talk about loved ones passing, but it’s an important conversation we can walk you through.

Health Insurance

Health insurance pays for medical and surgical expenses that are incurred by the insured. It varies for each individual as it depends on health, medical needs, the coverage desired, and plan cost.

Vehicle Insurance

We offer insurance for just about anything that moves you. Whether you're on the road, the trail, or the water we're here to help you get the type of vehicle insurance you need.

Property Insurance

Let Secure Heritage Insurance help protect where you live and what you own with our different types of property insurance. Get a property insurance quote for your home, apartment, condo, and more.

Business Insurance

Business insurance helps protect businesses from financial losses caused by risks to their property and income. Covered risks can include things like theft, damage, and lawsuits. Let us help you protect what matters.

Travel & Additional Insurance

More than just car insurance. Secure Heritage Insurance can help you with a variety of additional insurance such as umbrella, travel, overseas, and more. Get a quote for these other miscellaneous types of insurance.

Insurance That Works For You.

Find us at:

Secure Heritage Insurance Agency
1052 Main Street #B,
Stevens Point, WI 54481

 
 

Contact Us

Fill out the form below to get in touch with us and a qualified team member will reach out to you as soon as possible.

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