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	Health	12/6/2021	3/31/2027
Active	Non Resident	Agent	Property	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.

License Renewal Information

Class	Invoice Date	Response Due / Expiration Date	Response Received Date	Payment Received Date	Renewal Complete
Agent	01/15/2027	03/31/2027

Appointments with the following Insurers

Status	Affiliation Name	DOI Number	Line of Authority	Active Date
Active	American Alternative Insurance Corporation	301697	Agent - Casualty	9/2/2022
Active	American Alternative Insurance Corporation	301697	Agent - Property	9/2/2022
Active	Standard Insurance Company	300185	Agent - Health	12/29/2025
Active	Standard Insurance Company	300185	Agent - Life	12/29/2025

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
Inactive	Tatum, Diannah Fay	912035	Agent - Casualty	8/12/2025	6/24/2026
Denied	Tatum, Diannah Fay	912035	Agent - Health
Denied	Tatum, Diannah Fay	912035	Agent - Life
Inactive	Tatum, Diannah Fay	912035	Agent - Property	8/12/2025	6/24/2026
Active	Tatum, Michael Scott	1402128	Agent - Casualty	8/14/2025
Active	Tatum, Michael Scott	1402128	Agent - Health	4/30/2026
Active	Tatum, Michael Scott	1402128	Agent - Life	4/30/2026
Active	Tatum, Michael Scott	1402128	Agent - Property	8/14/2025