You may not directly or indirectly contest the validity, or our ownership, of the trademarks. Without our written consent, you are not permitted to cause or allow any of our trademarks, or any words, slogans, symbols, logos, designs or terms confusingly similar to our trademarks, to be used or displayed in whole or part: (a) as, or as a part of, the Agency Owner’s entity name or an Internet domain name; (b) in association with any other business, (c) on or in connection with Facebook, Instagram, X (previously known as Twitter) or any other social media platform; or (d) on or in connection with any Internet home page, website, message board, chat group, blog, meta-tag (or the comparable identifier in any future technology) or other Internet-related activity, without our prior written consent. All of your business conducted via the Internet must be done only through our website at the URL we designate.
From the filings
Brightway Insurance
Financial servicesExplore franchise filing facts for Brightway Insurance.
For software vendors selling into US franchise brands.
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Ordinary royalty terms
Complete royalty terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
Except as approved in advance in writing by us, you may not establish or maintain a separate website, domain name, URL, page, profile or other presence on the Internet, or otherwise advertise on the Internet or any other public computer network in connection with the Brightway Location, including any profile on Facebook, Instagram, LinkedIn, YouTube or any other social media and/or networking site. If such approval is granted by us, you must: (a) establish and operate such website or social media page in accordance with Brightway System standards and any other policies we designate in the Manual or otherwise in writing from time to time; and (b) utilize any templates that we provide to you to create or modify such site(s).
Except as approved in advance in writing by us, you may not establish or maintain a separate website, domain name, URL, page, profile or other presence on the Internet, or otherwise advertise on the Internet or any other public computer network in connection with the Brightway Location, including any profile on Facebook, Instagram, LinkedIn, YouTube or any other social media and/or networking site. If such approval is granted by us, you must: (a) establish and operate such website or social media page in accordance with Brightway System standards and any other policies we designate in the Manual or otherwise in writing from time to time; and (b) utilize any templates that we provide to you to create or modify such site(s).
You may not directly or indirectly contest the validity, or our ownership, of the trademarks. Without our written consent, you are not permitted to cause or allow any of our trademarks, or any words, slogans, symbols, logos, designs or terms confusingly similar to our trademarks, to be used or displayed in whole or part: (a) as, or as a part of, the Agency Owner’s entity name or an Internet domain name; (b) in association with any other business, (c) on or in connection with Facebook, Instagram, X (previously known as Twitter) or any other social media platform; or (d) on or in connection with any Internet home page, website, message board, chat group, blog, meta-tag (or the comparable identifier in any future technology) or other Internet-related activity, without our prior written consent. All of your business conducted via the Internet must be done only through our website at the URL we designate.
Except as approved in advance in writing by us, you may not establish or maintain a separate website, domain name, URL, page, profile or other presence on the Internet, or otherwise advertise on the Internet or any other public computer network in connection with the Brightway Location, including any profile on Facebook, Instagram, LinkedIn, YouTube or any other social media and/or networking site. If such approval is granted by us, you must: (a) establish and operate such website or social media page in accordance with Brightway System standards and any other policies we designate in the Manual or otherwise in writing from time to time; and (b) utilize any templates that we provide to you to create or modify such site(s).
Franchisor behaviours
What the franchisor requires
17 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 14 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We also may independently access financial information and data associated with Client Accounts that is produced by or otherwise located on your computer.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Currently, we are the sole approved supplier of a proprietary software program (Brightway Fusion) that you will use in conjunction with certain approved third party provided software programs to facilitate the sales process.
Is there a franchisee advisory council, association or committee?
YesItem 11
In 2022 we created a franchisee advisory council that meets regularly with our executive team and provides input and feedback on issues impacting the System.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
We retain the right to change the Manual and the elements of the System at any time, and you agree to comply with such new or changed provisions.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
30Item 8
We estimate that the purchase of goods and services that are subject to our standards and specifications represents approximately 50% to 75% of all purchases and leases necessary to open your Brightway Location, and approximately 30% to 50% of your annual costs of goods and services necessary to operate your…
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
If we incur any costs in connection with evaluating an unapproved item or supplier at your request, you or the supplier must reimburse us for our reasonable testing costs, regardless of whether we subsequently approve the item or supplier.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
In the event you wish to purchase any approved items from an unapproved supplier, you must provide us with the name, address and telephone number of the proposed supplier, a description of the item you wish to purchase, and the purchase price of the item, if known.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 17
(v) cease using and assist in transferring all of your telephone numbers and listings to us;
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesItem 11
You must comply with our standards and policies related to privacy and data security, which includes taking any actions that are necessary to ensure that your Brightway Location is compliant with all Payment Card Industry Data Security Standards (PCI DSS) requirements as well as fully complying with our cybersecurity…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
(d) Advice and guidance with respect to new and improved methods of operation or business procedures developed by us, as well as use of the Manual, management materials, promotional materials, advertising formats, and the Licensed Marks; and 29 © 2026 Brightway Insurance, LLC Franchise Disclosure Document (e)…
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 14
We have the right to modify or supplement the Manual upon notice or delivery to you, and you must promptly comply with all such changed requirements.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
We must approve the proposed site for your Brightway Location.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 13
All of your business conducted via the Internet must be done only through our website at the URL we designate.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a Cooperative is established applicable to your Brightway Location, you must participate in the Cooperative.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We also may independently access financial information and data associated with Client Accounts that is produced by or otherwise located on your computer.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
(10) We reserve the right to charge you a reasonable fee for additional training sessions, and we may also charge an additional training fee for enrollment in employee training sessions.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
require that you attend our annual convention as well as other mandatory conventions or meetings and pay an attendance fee.
The filing answers no to 3 questions
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
- Is a minimum grand opening advertising spend required?Item 7
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 11
Ordinary royalty terms
Complete royalty terms are not confirmed.
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