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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
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Casualty
12/6/2021
3/31/2025
Active
Non Resident
Agent
Property
12/6/2021
3/31/2025
Active
Non Resident
Agent
Health
12/6/2021
3/31/2025
Active
Non Resident
Agent
Life
12/6/2021
3/31/2025
* 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
01/15/2025
03/31/2025
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
Levitz, Alan J
312664
Agent - Casualty
12/6/2021
Active
Levitz, Alan J
312664
Agent - Health
12/6/2021
Active
Levitz, Alan J
312664
Agent - Life
12/6/2021
Active
Levitz, Alan J
312664
Agent - Property
12/6/2021
Denied
Neely, Jeff Monroe
393246
Agent - Casualty
Denied
Neely, Jeff Monroe
393246
Agent - Life
Denied
Neely, Jeff Monroe
393246
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
Denied
Tatum, Diannah Fay
912035
Agent - Casualty
Denied
Tatum, Diannah Fay
912035
Agent - Health
Denied
Tatum, Diannah Fay
912035
Agent - Life
Denied
Tatum, Diannah Fay
912035
Agent - Property
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