Insurance solved, not sold.

The right solution in your client’s best interest. Every time.

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Our Partners

A Smarter Approach

Life, disability, long term care and annuity solutions for your clients.

Unlike other brokers, we combine a specialist approach with a simple, efficient, and radically transparent process to deliver proven results that are always in your clients’ best interests.

The difference is clear

We’re doing away with the old way of doing things.

We’ve seen enough last-minute declines, unexpected rate increases, and commission-driven upselling to know that the status quo of insurance sales isn’t working for financial advisors or their clients.

That’s why we do things differently, with a collaborative approach that draws on our inside knowledge of how the insurance industry really works to deliver solutions that exceed all expectations.

How it Works

Unbiased Recommendations

We’re setting a new standard.

Our truly independent model uncovers insurance options other brokers miss (or won’t tell you about). That’s why advisors and their clients love Blue Herring.

Learn Why

Expertise

We’re insurance nerds providing expert advice and service backed by real data.

Ease

We make insurance easy with one online application, one exam, and straightforward solutions you can trust.

Effectiveness

We force multiple carriers to compete to drive up approval rates and drive down premiums.

Don’t take our word for it

Hear from the clients who’ve experienced the Blue Herring difference.

“Blue Herring is very responsive and willing to listen to my desires and goals. It’s good to have the sense that someone has my interests in mind, and I’m not just a number. Trust is key and it goes both ways. Well done Blue Herring.”

Bob S

“Blue Herring has been an invaluable resource in my professional life as throughout numerous pivots and growth moments. Zach in particular has shown up with an impeccable strategic mindset offering a steadfast partner in planning when the seas turned rough. I can’t imagine doing business without Blue Herring providing the unseen but critical infrastructure needed to thrive.”

Colin Boyd

“Zach has been patient and great to work with in helping us find the best options for my family and I.”

J J

“Alex was communicative and made sure all of my questions were answered. I would recommend reaching out to him if you were interested about the services he offers to see what he can do for you. I had a good experience and would recommend Blue Herring to others.”

Jamie

“Blue Herring has created a terrific "listen first, act accordingly" environment, and built a comfortable strategy around that, specific to my family’s needs.”

Jay Rushforth

“Zach has been excellent and continues to work hard to make sure my family and I are well positioned for our future and our goals. Zach has a knack for helping you understand what can at times seem very complicated. Overall I’ve been very happy with my time with Zach and Blue Herring.”

Jeffrey McLaren

“The process was smooth and seamless. Such a good idea to pre-qualify an applicant through MANY companies and then, once quotes come in, to then formally apply and do blood work/medical exam. Through this process, we found some excellent rates.”

Zac Kester

“Zach and the team at Blue Herring are the best I have worked with in their field (and raising the standard for financial services). Always a great experience!”

Maria Castellez

“Alex, Zach and the Team at Blue Herring have gone to great lengths to keep my family and I on the right track to a secure financial future. Admittedly, I’m not the best at keeping up with my own business. The follow through, updates and reminders have been incredibly helpful; to keep us on track and engaged. I’d 1000% recommend Blue Herring to anyone trying to increase their personalized connectivity with their financial portfolio.”

Michael Fawcett

“Zach is great! Very knowledgeable about his business and cares about the success of his clients. You can feel confident that he is looking out for your best interest with what ever he suggests. I can’t recommend him highly enough.”

Paul Stanley

“Zach and his team are true professionals: honest, prompt, and kind. It has been a joy being their client. It’s a great relief knowing that my best interests are in such great hands. I can’t recommend them highly enough.”

Scott Moreau

“Zach and the team help you plan for the future of your business whether you plan to stay in it or not. Very honest and trustworthy – have proven time and time again they have the client’s best interests on their minds.”

Shannon Foglia

“What a pleasure to work with Alex Grammatic of Blue Herring. He’s knowledgeable, honest and hard-working, and managed to get us the best insurance policy for the most reasonable cost. A win-win. My husband and I highly recommend doing business with Blue Herring.”

Sue Zelie

“Alex was knowledgable, presented choices, and discussed what various options meant for us. He was always available to answer questions and concerns via email or cell phone. We were confident that he would always follow through and check up on how things were going, and if we felt they were proceeding smoothly. He was professional and addressed our specific insurance needs. We would recommend Blue Herring and Alex Grammatic if your business has insurance needs.”

Victoria Sabo

Shannon Foglia

Zac Kester

“Zachary Taylor, of Blue Herring, provided my family with the security we needed to feel confident and prepared for the future. We highly recommend their services.”

Zachary Wise

Discover what’s possible

Let us show you how we can revolutionize the way you approach insurance planning.

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Insurance solved, not sold.

Our Partners

Life, disability, long term care and annuity solutions for your clients.

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