Recommended elite-level agency with higher expertise to match insurance coverage. Recommended Local Agency
Heritage Insurance Agency, LLC
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  • Auto

Independent Insurance Agent in Naples, FL

Heritage Insurance Agency, LLC

About us

Our Agency Family Protecting your family

Heritage Insurance Agency founded in 2006 by Charles Dorta a second generation insurance agent grew up right here in Naples FL. In fact, our office is located within a very short distance where he went to elementary school and played little league baseball. Growing up in the business Charlie learned the importance of insurance and the huge impact it can make on Someone's life especially in difficult circumstances. Since opening day we have always sought to treat each person that needs help with the dignity and respect that everyone deserves. We are grateful for all of our clients and do our best for them each and every day. The goal is simple "I want to treat everyone like I want someone to treat my mom when she goes somewhere". We offer all lines of property and casualty insurance specializing in home, auto,flood, motor home-rv, motorcycle, umbrella, golf cart, renters, business owners policies. We also have a lot of experience with home based businesses. Importantly, we will also do our best to take the time necessary to fully understand your unique set of circumstances and the reasons why you need our help. While that may sound very basic, we do understand when sometimes we are just not heard and that can be frustrating.

Personal Lines insurance experts

Ask me about these types of insurance...

Get multiple quotes on your homeowners insurance with one phone call. Let an independent agent shop for you.

Request a homeowners insurance quote

An independent insurance agent will walk you through top umbrella policy options to make sure you have the proper coverage to tackle above and beyond claims.

Request a umbrella insurance quote

Why choose Heritage Insurance Agency, LLC

States we serve

  • Florida

Our insurance coverages

Personal insurance coverage
  • Automobile
  • Boat
  • Builders Risk / Construction
  • Collectible Auto
  • Condo
  • Flood
  • Home
  • Identity Fraud
  • Landlord
  • Mobile Home
  • Motorcycle
  • Other
  • Personal Watercraft
  • Renters
  • Short-Term / Sharing
  • Special Event
  • Travel Trailer
  • Umbrella
  • Vacant Land
  • Valuable Items

Recommended insurance company partners

Other companies we work with:
Attune, Chubb, American Integrity Insurance, Gulfstream Property and Casualty, The Hartford, Cypress Insurance Group, Heritage Insurance Company, Homeowners Choice Insurance, GeoVera, TAPCO, UPC Insurance, RT Specialty / LoVullo, Olympus Insurance Company, Velocity Risk Underwriters, United States Liab, Universal Property & Casualty Insurance, Neptune Flood

Heritage Insurance Agency, LLC Team

Sheri Dorta - Agent
Sheri Dorta
Agent
(239) 594-0002
Designations
  • CPIA
Juliette Lysiak - Customer Service Representative
Juliette Lysiak
Customer Service Representative
Heather McDonough - Customer Service Representative
Heather McDonough
Customer Service Representative
Charlie Dorta
Charlie Dorta
(239) 594-0002

Heritage Insurance Agency, LLC Reviews

Average based on 2 reviews Leave a review
Customer Reviews
August 7, 2020

Charlie and his staff have always been extremely helpful and informative when it came to my needs. They have a personal approach that shows they care about their clients

August 7, 2020

When shopping around for your insurance needs, make Heritage Insurance Agency your 1st stop! Knowledgeable, honest, trustworthy, great pricing and all around wonderful people!

RECOMMENDED INSURANCE COMPANY PARTNERS

Heritage Insurance Agency, LLC

Our Agency Family Protecting your family

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