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Multi-Line Agencies
Partnering in your success. Protecting your customers. Increasing your profitability.
One size fits all products do not work for your customers, why should you settle for them from your life BGA? Highland’s solutions allow us to create a custom strategy for your agency.
Highland provides property casualty and benefits agencies the ability to layer individual life, disability, longevity, and annuity planning into their practice in ways that do not impede the success or focus of your core competencies.
Our customizable levels of support allow us to provide solutions to large national organizations as well as local neighborhood agencies.
Click the buttons below or scroll down to view our strategies.
Who We Serve
Our approach begins with understanding your organization, your team, and your existing markets. From there, we can implement a mix of tools and strategies to best fit your needs.
We cater our approach to meet the needs of the following markets:
- Personal lines
- Small commercial
- Private client
- Middle market commercial
- Large commercial
- Surety
How We Serve
We understand that revenue does not always equal profit. We strive to drive profitability with every strategy we implement.
We build our partnership with you through sales expertise, technology, and back-office resources to find the right level of support, outreach, and revenue expectations.
We can utilize a team approach to support your needs or implement single levels of support:
- In-Market Representatives
- Provide point-of-sale support
- Wholesale support
- Virtual Wholesaler
- Virtual point-of-sale support
- Wholesale support
- Connection and coordination to all of Highland resources
- Fulfillment Team
- Provide fulfillment services for transactional opportunities
Our Methodology
The Right Fit
Our primary goal is to partner with your agency to provide exceptional service. We listen to the needs of you and your client before recommending any solutions.
Client Relationships
We strengthens your client relationships by offering insurance, annuity, and longevity planning solutions for their risk management needs.
Products and Services
Let us do the work while you focus on your core competencies.
Renewal
We understand renewals are vital to the health and continuity of your agency. We respect and enhance the relationships you’ve built and ensure the best experience for your clients.
Our Marketing Resources
A true partner helps drive activity. Our white-label marketing resources provide your agency professional, high-quality consumer-facing material branded for your organization.
Our digital marketing tools legitimize your offering to customers and connects you with them through a medium that customers use most.
Access client facing marketing resources here.
Our Core Competencies
Highland Capital Brokerage specializes in helping financial and insurance professionals who do not focus on life, longevity, and annuity planning deliver those solutions confidently and comprehensively to customers, supported by the following internal experts and teams:
- Distribution teams and specialties:
- Advanced Planning
- Underwriting
- Digital solutions via EasyLife
- Centralized case management
- Expansive carrier options
Contact Us
We are the solutions experts, so you don’t have to be. We’ll help start the conversations, work consultatively with your customers, and support your business where you need it.
Greg Zahn
Head of Firm Engagement