DEPARTMENT OF INSURANCE

Affiliations

Name	Heritage Risk Management, An Alera Group Agency LLC	DOIID	1175433	NAIC NPN	20137242

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	License Expiration Date
Active	Non Resident	Agent	Casualty	12/6/2021	3/31/2027
Active	Non Resident	Agent	Property	12/6/2021	3/31/2027
Active	Non Resident	Agent	Health	12/6/2021	3/31/2027
Active	Non Resident	Agent	Life	12/6/2021	3/31/2027
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.

Appointments with the following Insurers

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	American Alternative Insurance Corporation	301697	Agent - Casualty	9/2/2022
Active	American Alternative Insurance Corporation	301697	Agent - Property	9/2/2022

Designated Individuals

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	Graber, Charles	873907	Agent - Casualty	12/18/2025
Active	Graber, Charles	873907	Agent - Health	12/18/2025
Active	Graber, Charles	873907	Agent - Life	12/18/2025
Active	Graber, Charles	873907	Agent - Property	12/18/2025
Inactive	Levitz, Alan J	312664	Agent - Casualty	12/6/2021	12/18/2025
Inactive	Levitz, Alan J	312664	Agent - Health	12/6/2021	12/18/2025
Inactive	Levitz, Alan J	312664	Agent - Life	12/6/2021	12/18/2025
Inactive	Levitz, Alan J	312664	Agent - Property	12/6/2021	12/18/2025
Denied	Neely, Jeff Monroe	393246	Agent - Casualty
Denied	Neely, Jeff Monroe	393246	Agent - Life
Denied	Neely, Jeff Monroe	393246	Agent - Property
Denied	Posey, Casey Lee	1402087	Agent - Casualty
Denied	Posey, Casey Lee	1402087	Agent - Health
Denied	Posey, Casey Lee	1402087	Agent - Life
Denied	Posey, Casey Lee	1402087	Agent - Property
Inactive	Sanford, Douglas	338415	Agent - Casualty	1/26/2022	1/23/2023
Inactive	Sanford, Douglas	338415	Agent - Property	1/26/2022	1/23/2023
Active	Tatum, Diannah Fay	912035	Agent - Casualty	8/12/2025
Denied	Tatum, Diannah Fay	912035	Agent - Health
Denied	Tatum, Diannah Fay	912035	Agent - Life
Active	Tatum, Diannah Fay	912035	Agent - Property	8/12/2025
Active	Tatum, Michael Scott	1402128	Agent - Casualty	8/14/2025
Denied	Tatum, Michael Scott	1402128	Agent - Health
Denied	Tatum, Michael Scott	1402128	Agent - Life
Active	Tatum, Michael Scott	1402128	Agent - Property	8/14/2025