Heritage Protection Advisors
Terms & Conditions
We do not share personal data (phone numbers) and consent with third parties/affiliates or partners. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
1. "Contact Us": You can opt-in or opt-out of SMS messages – This is optional. You may check the box to consent to receive text messages from Heritage Protection Advisors related to (conversational purposes, portal access requests, document and form updates, support follow-ups, etc.) You may reply STOP to opt-out at any time. For assistance reply HELP. Messages and data rates may apply. Message frequency will vary. Learn more on our (Privacy Policy) Page and (SMS Terms and Conditions.)
2.1 SMS For Consent Communication: The Phone Numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2.2 Types of SMS Communications: If you have consented to receive text messages from Heritage Protection Advisors, you may receive text messages related to: (portal access confirmations, document library updates, new or revised carrier forms, and support follow-ups.)
For Example: Hello, Thank you for contacting Heritage Protection Advisors, how can we help you? Reply Stop to opt-out at any time.
Message and data rates may apply, for assistance, text Help" or visit our Privacy Policy and Terms of Service.
2.3 Message Frequency: Our SMS message frequency will be up to 50 text messages daily across all users.
2.4 Potential Fees for SMS Messaging: Many carriers charge a fee for each message sent or received. This can vary depending on the carrier's pricing structure and whether the message is sent domestically or internationally.
2.5 Opt-In Method: Customer will Opt-In for SMS messaging from Heritage Protection Advisors through checking the "BOX" on the Contact Us page. This agreement for SMS will not be shared with third parties for marketing purposes.
2.6 Opt-out: Customer will be able to opt out of SMS messaging from Heritage Protection Advisors by replying STOP at any time to any received SMS message. Once opted-out they will receive no further SMS communication. They can Opt back In at any time by replying START.
2.7 Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at [email protected]
Additional Options:
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
2.8 Standard Messaging Disclosures: Message and data rates may apply.
You can opt-out at any time by texting "STOP."
For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions pages.
Message frequency may vary.
What is the Heritage Protection Advisors document library?
It's a centralized resource hub where insurance agents can find the forms and documents they use most often. Instead of hunting through carrier portals or old email threads, you can locate what you need in one place. Every document is ready to use, whether you want to complete it online or print it.
Can I fill out insurance forms directly on the website?
Yes. Most forms in our library are interactive, so you can complete them right in your browser — no printing, scanning, or handwriting required. Just open the form, enter your information, and move through the fields as you go.
How do I download a completed form after filling it out?
Once you've finished entering your information, you can download a completed PDF with all of your answers automatically populated. The finished file is ready to save, send to a client, or submit as needed. It takes just a few seconds from start to finish.
Can I download a blank version of a form instead?
Absolutely. If you'd rather complete a document by hand or print copies for a client meeting, you can download the original blank version of any form. You're always free to choose whichever method fits your workflow.
Do I need to create an account to access the forms?
Our goal is to make paperwork faster and easier, so the document library is designed to be quick and convenient to use. If you have questions about accessing a specific form or can't find what you're looking for, reach out, and we'll be glad to point you in the right direction.
Is my information secure when I fill out forms on the site?
We do not store any information when you fill out the form on our website. Nothing is sent anywhere — the completed form stays on your device. Completed PDFs are generated for your download, giving you direct control over where your files are saved and shared. If you have specific questions about how your information is handled, please contact us.
Heritage Protection Advisors
FAQs
Find answers to common questions about our document library, interactive forms, and downloadable resources for insurance agents.
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