Relationship Management and Strategic Partnerships
When you partner with Highland, you don’t just get access to products – you gain a relationship with a team that understands the business of financial advisors. It’s purpose-driven assistance for independent broker dealers and national financial institutions.
We create tailor-made support to back institutional advisors, RIAs, and IBD advisors with the kind of customized, high-touch service you won’t find in a transactional insurance environment.
At Highland, we chase down paperwork, solve carrier issues, and navigate compensation questions – so you can spend more time with your clients.
Our value
White-glove concierge service
Our Relationship Management team acts as your point of contact for the entire case life cycle – from onboarding through post-sale service. No call centers. No handoffs. Just experienced professionals who understand your business.
Improved personalization
Every advisory firm is different. We tailor our processes, communications, and service structure to fit your workflow, not the other way around.
Better data, better relationships
With enhanced data tools and CRM integration capabilities, we can help improve your visibility into the policy pipeline and strengthen how you service your end clients.
Hands-on business problem solving
From licensing and appointments to escalated casework and compensation tracking, we’re here to save you time and solve operational challenges.
A trusted business partner
Our strategic partnerships are built on long-term value. You’re never just a case number – you’re part of a relationship that’s designed to last.
Our insight
We act as your dedicated support team, coordinating across departments, troubleshooting issues, and keeping your cases moving – so you don’t have to manage your back office alone. You’ll work with an established Relationship Manager who understands your business and acts as an extension of your team.
By giving you better data and real-time answers, we free up more of your time to spend building trust with your clients. And we provide clear, consistent compensation tracking with access to reporting tools and direct assistance for payment questions or escalations.
Whether you’re a solo advisor working in a national financial institution, or managing a multi-office RIA, our team’s here to sustain your growth – efficiently, personally, and with purpose.