The Blueprint Insurance Services

What The Blueprint Insurance Services does

The Blueprint Insurance Services, founded in 2016 and headquartered in San Diego, is one of four founding entities that combined in 2022 to create Synchronize, powered by Lockton Affinity. Synchronize operates as a unified business-partnership platform targeting Registered Investment Advisors (RIAs), broker-dealers, and individual financial advisors who historically had to procure fragmented solutions from multiple vendors. The platform bundles insurance distribution (life insurance, fixed annuities, long-term care, foreign nationals coverage, disability), back-office services, advisor transition support, strategic business planning, and business protection coverage (Errors and Omissions, cyber) into a single relationship. Its technical surface centers on an Advisor Portal providing 24/7 self-service for licensing tracking, compensation review, and insurance ticket submission, supported by direct phone-based sales outreach and dedicated team engagement. The company was founded by Anthony Glomski, Matt Meyer, and Michael Robinson, and draws on 50 years of combined experience from its founding partners (Lockton Affinity, SBG Inc., Blueprint Insurance Services, Freedom Partners) to deliver a one-stop operating partner for independent financial professionals.

Synchronize's revenue model combines transaction-fee insurance commissions with professional services revenue from back-office support, business planning, and business protection products, sold through a sales-led GTM motion targeting enterprise and mid-market RIA/broker-dealer firms. Pricing is customized per advisor with both fee-only and commission-based structures available, structured under multi-year contracts. The distribution model relies on direct sales team outreach, an 800-number inbound channel, and a self-serve advisor portal that handles ongoing service interactions post-sale. Customers cited include NewEdge Advisors, Cypress Wealth Services, MPremierPartners, and independent advisors such as Paul D. Barlow CF, with use cases spanning RIA formation, holistic wealth offering expansion, and revenue diversification. Operations are anchored in Overland Park, KS (general office) and Kansas City, MO (mailing address), with nationwide service reach, and insurance services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC (California #0795478).

Name

The Blueprint Insurance Services

Legal name

The Blueprint Insurance Services

Website

https://tblueprint.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

The Blueprint Insurance Services is a founding entity of Synchronize, a Lockton Affinity-powered platform providing insurance products, back-office services, advisor transitions, and business protection to RIAs, broker-dealers, and financial advisors nationwide.

Ownership category

akta.pro rank

Product category

Insurance and Business Services for Financial Advisors

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industry

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Insurance brokerage services
• Wealth management solutions
• Financial advisor support
• Business protection insurance
• Advisor practice consulting

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Commission Revenue: The company generates revenue through commissions on insurance products including life insurance, fixed annuities, long term care, foreign nationals coverage, and disability insurance. The platform offers both fee-only and commission-based solutions.
2. Business Services: Revenue from back-office services, strategic business planning, advisor transition support, and business protection insurance (E&O, Cyber) for financial advisors and RIAs.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

The Blueprint Insurance Services, operating through Synchronize (powered by Lockton Affinity), delivers insurance products and business services to Registered Investment Advisors (RIAs), broker-dealers, and financial advisors. Its core offering bundles a full-service insurance platform (life insurance, fixed annuities, long-term care, foreign nationals coverage, disability) with back-office services, advisor transition support, strategic business planning, business protection (E&O and cyber), and a self-service Advisor Portal. Insurance services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC.

Product overview

Synchronize is a comprehensive business partnership platform for RIAs, broker-dealers, and financial advisors. The platform operates as a unified offering combining multiple modules: RIA One (core advisor solution), Insurance Sync (full-service insurance platform with fee-only and commission solutions), Business Protection (E&O and cyber coverage), Strategic Business Planning, Hands-on Support, Transitioning Advisor Support, and Strategic Partner Solutions. Additional services include back-office operations, advisor transitions, and a 24/7 Advisor Portal for licensing, compensation tracking, and insurance ticket submission. The company was formed through a partnership combining Lockton Affinity, SBG Inc., Blueprint Insurance Services, and Freedom Partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Synchronize A comprehensive business partnership platform for RIAs, broker-dealers, and financial advisors offering insurance solutions, back-office services, advisor transitions, and business protection in one unified offering, powered by Lockton Affinity.
• RIA One A dedicated solution within the Synchronize platform providing comprehensive services specifically designed for Registered Investment Advisors (RIAs) and financial professionals.
• Insurance Sync A full-service insurance platform offering fee-only and commission solutions for life insurance, fixed annuities, long term care, foreign nationals coverage, and disability insurance.
• Business Protection Custom programs providing Errors and Omissions (E&O) coverage and cyber protection for financial advisors and RIAs.
• Advisor Portal 24/7 self-service web portal for advisors to check licensing, review compensation, and submit insurance tickets.

Quantifiable outcome

• Additional revenue streams for advisors through insurance product offerings
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• Lockton AffinitycoreStrategic or Co-development PartnerLockton Affinity is the parent company powering Synchronize. It is one of the four founding entities that combined their specialized products into one comprehensive offering. Synchronize insurance services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC.
• SBG Inc.coreStrategic or Co-development PartnerOne of the founding entities that combined specialized products to create Synchronize. Represents decades of specialized industry experience brought into the unified platform.
• Freedom PartnerscoreStrategic or Co-development PartnerOne of the four founding entities that combined their specialized products into the Synchronize comprehensive offering. Contributed specialized products and expertise to the platform.
• NewEdge AdvisorsminorChannel Partner/ Reseller/ DistributorCustomer and referral source that has engaged Synchronize for comprehensive RIA business solutions. Managing Director Ryan Geschke provides testimonial about the platform's benefits.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• HUB International: HUB International is a large North American insurance brokerage offering property/casualty, life, benefits, and risk management solutions to commercial and affluent clients—overlapping with Synchronize's Business Protection (E&O, cyber) and insurance sync offerings, though it does not specialize in the RIA channel.
• Advisor Group: Advisor Group is a large wealth management network serving independent financial advisors with practice management, insurance, and transition resources—comparable in customer profile and service breadth to Synchronize, though operating at significantly greater scale.
• Cambridge Investment Research: Cambridge is one of the largest independent broker-dealer/RIA networks in the US, offering advisors insurance solutions, transition support, and back-office services—competing with Synchronize for the same independent advisor segment with a much broader enterprise footprint.
• Highstreet Insurance Partners: Highstreet is a rapidly growing US insurance brokerage focused on commercial and personal lines, with affinity and specialty practices—comparable in commission-driven insurance distribution and mid-market servicing, though without Synchronize's RIA-specific positioning.
• Lockton Affinity: Lockton Affinity is the parent organization that powers Synchronize and administers its insurance services. As a major affinity insurance broker with decades of carrier relationships and regulatory infrastructure, it is the closest incumbent comparable and the platform's structural backbone.
• Cetera Financial Group: Cetera is a large independent advisor network serving RIAs and broker-dealer reps with wealth platforms, insurance solutions, and transition support—overlapping with Synchronize's target customer base and offering comparable insurance and back-office modules as part of a broader wealth ecosystem.

Others

• Riskalyze: Riskalyze (now part of Nitrogen) provides risk-tolerance and insurance-solutions technology platforms used by thousands of financial advisors, overlapping with Synchronize's insurance distribution and advisor-enablement thesis as an enabling technology provider in the same channel.

Emerging players

• Woodbury Financial Services: Woodbury Financial is an independent broker-dealer and RIA-supporting platform that offers insurance, advisory, and back-office resources to independent advisors—comparable in target customer and product mix to Synchronize, but smaller in scale and breadth.

Direct peers

• NFP (National Financial Partners): NFP is an insurance brokerage and advisory firm serving mid-market and high-net-worth clients with property/casualty, life, benefits, and wealth management solutions—closely mirroring Synchronize's bundled insurance-plus-advisory approach for advisors and affluent clients.
• OneDigital: OneDigital is one of the largest independent insurance, financial services, and HR consulting firms in the US, with deep offerings for RIAs, employer groups, and high-net-worth individuals across insurance, retirement, and back-office services—directly comparable to Synchronize's comprehensive partner model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/insuranceria

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Blueprint Insurance Services