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Customized
Healthcare Programs For Everyone

create your plan with us

HERITAGE CONSULTING GROUP CREATES PLANS FOR

INDIVIDUALS
& FAMILIES

COMPANIES  & EMPLOYERS

INDEPENDENT
AGENTS

MEDICAL 
PRACTICES

What We Do

We are disruptors in the healthcare arena!

 

Heritage Consulting Group creates customized programs for employers, associations, healthshares, medical cost shares, independent doctor practices, MGA/FMOs, and individual agents and affiliates.

 

We Work With The Following:

Our Mission

Our mission is to empower our clients with increased choice and control with regard to their financial healthcare thereby:
 

  • Creating a friendly environment for the self-pay patient

  • Reducing healthcare costs 

  • Returning healthcare decisions to the patient and practitioner

  • Offering flexibility for ever-changing needs

  • Offering financial options for physicians to thrive in the independent environment

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Independent Agents

Join the Heritage Consulting Group and do more

Our line-up of quality products and services aids the independent agent in ensuring that the solutions you provide meet your clients’ needs in a hand-in-glove way.  Your clients may be individuals, associations, small business owners, small or large employers, or medical practices and other organizations.  You always keep control of your clients, your relationships, your prospects and shine much brighter than the competition.  

 
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Medical Practices

If You Had a Magic Wand, What Would You Wish For?

What if...

• You could provide even better care...

• You could communicate more effortlessly with your patients...

• You had better control over your patients' health outcomes 

• You were relieved of CMS billing and hassles...all while earning more revenue

• You could have all this with no extra staff...

• You could have all this with zero cost up front...?

And What If You Could Have All of This, and MORE Time to Live Your Life?

 
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Groups, Organizations, Employers & Associations

Heritage Consulting Group helps you explore more options

We have the ability to create programs for employee groups and membership-based organizations to meet your specific needs.

 
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Individuals & Families

Heritage Consulting Group creates personalized plans to meet your needs

Everyone’s healthcare needs are unique.  Our consultative approach to creating a medical cost containment program for your family ensures that we prepare you for today...and tomorrow. 

 
 

About Us

The people behind Heritage Consulting Group

Our team encompasses a variety of skills from various backgrounds including finance, insurance, education, and pharmaceutical industries.  In all cases, our team has been built upon the values of integrity, authenticity and respect. We've dedicated our lives to maintain the highest standards of professionalism and industry knowledge in order to serve you better.

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  • Nancy Coveleskie LinkedIn

Nancy Coveleskie

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Traci McCoid

Contact Us

Over the phone or online

 

 216.472.1297 

 595 West Bagley Road , Berea, OH 44017

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