DEPARTMENT OF INSURANCE
Affiliations
NameHeritage Risk Management, An Alera Group Agency LLCDOIID1175433NAIC NPN20137242
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveNon ResidentAgentCasualty12/6/2021 3/31/2025
ActiveNon ResidentAgentProperty12/6/2021 3/31/2025
ActiveNon ResidentAgentHealth12/6/2021 3/31/2025
ActiveNon ResidentAgentLife12/6/2021 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
ClassInvoice DateResponse Due / Expiration DateResponse Received DatePayment Received DateRenewal Complete
Agent01/15/202503/31/2025   
Appointments with the following Insurers
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveAmerican Alternative Insurance Corporation301697Agent - Casualty9/2/2022 
ActiveAmerican Alternative Insurance Corporation301697Agent - Property9/2/2022 
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveLevitz, Alan J 312664Agent - Casualty12/6/2021 
ActiveLevitz, Alan J 312664Agent - Health12/6/2021 
ActiveLevitz, Alan J 312664Agent - Life12/6/2021 
ActiveLevitz, Alan J 312664Agent - Property12/6/2021 
DeniedNeely, Jeff Monroe 393246Agent - Casualty  
DeniedNeely, Jeff Monroe 393246Agent - Life  
DeniedNeely, Jeff Monroe 393246Agent - Property  
InactiveSanford, Douglas 338415Agent - Casualty1/26/20221/23/2023
InactiveSanford, Douglas 338415Agent - Property1/26/20221/23/2023
DeniedTatum, Diannah Fay 912035Agent - Casualty  
DeniedTatum, Diannah Fay 912035Agent - Health  
DeniedTatum, Diannah Fay 912035Agent - Life  
DeniedTatum, Diannah Fay 912035Agent - Property  

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