Heritage Insurance To Service District Accounts

James J. Cox Insurance Services announced its retirement and designated Heritage Insurance Agency as the successor to continue providing insurance services to Lake Madrone Water District. The transition maintains ongoing coverage and broker support for the district.

Document date · July 25, 2026

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Scope & details

The full contract record, as filed.

Contract type

INSURANCE

Renewal

Insurance brokerage and coverage responsibilities are transitioning from James J. Cox Insurance Services to Heritage Insurance Agency as of July 2026, with Heritage continuing the existing business relationships.

Document type

Report

Source document

Lake Madrone Water District Letters & Communications 2026-07-25

Related contracts

Other contracts from Heritage Insurance Agency.

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Lake Madrone Water District Letters & Communications 2026-07-25

ONGOING

Lake Madrone Water District, CaliforniaJul 25, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the insurance contract by Lake Madrone Water District?

Heritage Insurance Agency was awarded this insurance contract by Lake Madrone Water District, as recorded on July 25, 2026.

What type of contract is this?

This is a Insurance contract, documented as a report record.

Where was this contract approved?

This contract appears in Lake Madrone Water District Letters & Communications 2026-07-25 (Report), dated July 25, 2026 from Lake Madrone Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Heritage Insurance Agency hold?

Heritage Insurance Agency may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Lake Madrone Water District currently buying?

Explore Lake Madrone Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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