Clearview Franchising

Item 6

You must install and use, at your expense, the pre-authorized payment, business management, automatic payment, automated banking, electronic debit and/or electronic funds transfer systems that we designate and require in the operation of your Agency.

Item 11

We will have independent access to all of the information and data that is electronically transmitted on your Business Management System and will have access to all data related to the financial performance of your Agency.

Franchise agreement

within 30 days of the end of each calendar month Franchisee shall submit to Franchisor monthly financial statements and other reports related to the operations of the Franchised business including, but not limited to, income statement, statement of cash flows, balance sheet, and other operational reports designated…

Item 8

Currently, our affiliates Clearview Insurance Agency, LLC and Redwood Agency Group, LLC are designated as the exclusive provider of carriers, appointments and products.

Item 8

We may designate a supplier, including ourselves or our affiliates, as the exclusive supplier for the System.

Item 8

During our fiscal year ending December 31, 2024, we did not receive revenue from suppliers from franchisee purchases of source restricted products or services.

Item 8

approximately 20% of the on-going operating expenses of the Franchised Business.

Item 8

We may charge you a fee equal to the costs and expenses that we incur in reviewing and evaluating an alternate supplier, product, and/or service requested by you.

Item 8

If you want to purchase or lease a source restricted item from a supplier that has not been previously approved or designated by us in writing, you must send us a written request for approval and submit additional information, samples, and testing data that we may request.

Franchise agreement

In the event of the termination of this Agreement, for any reason, that the accounts related to all telephone numbers associated with the Franchised Business and all rights in and to the telephone numbers associated with the Franchised Business, shall, at Franchisor’s election, be transferred to Franchisor.

Franchise agreement

Franchisor has the right at any and all times during business hours, throughout the terms of this Agree and without prior notice to Franchisee, to inspect Franchisee’s Agency.

Item 11

At all times, we reserve the right to supplement, modify and update the Manuals.

Item 11

Although you are responsible for selecting a site for your Agency Location you must obtain our approval of your Agency Location.

Item 11

You may not use any websites, web-based media or digital media unless expressly approved by us in writing.

Franchise agreement

Not less than 30 days prior to the opening of the Franchised Business, Franchisee shall spend not less than $500 to market and promote the grand opening of the Franchised Business in accordance with Franchisor’s standards and specifications;

Franchise agreement

On an on-going calendar year quarterly basis, Franchisee must spend not less than 2% of Franchisee’s quarterly Sales Commissions on the marketing of the Franchised.

Franchise agreement

customer service and satisfaction standards including, customer rewards programs, refund policies, gift card policies, special promotions and other customer incentive and goodwill programs

Franchise agreement

exclusively purchase all System Supplies, including, but not limited to, merchandise, inventory, and supplies, from Franchisor or Franchisor’s designated suppliers

Item 8

You may only use those products, supplies, equipment, technology systems, and services that we authorize and designate in writing.

Item 8

Credit Card Processing – You must use our designated supplier and vendor for credit card processing which may be integrated with the Business Management System that we designate.

Item 15

At all times, your Agency must be managed and supervised on-site by either a Managing Owner or Operating Manager.

Item 11

For the protection of the System, you must ensure that all employees wear and maintain the proper uniforms with our approved System branded apparel and uniforms including, but not limited to, the apparel and uniforms comprising System Supplies.

Item 11

You must purchase, license and use the computer, point of sale, business management, and ordering systems that we designate.

Item 11

We will have independent access to all of the information and data that is electronically transmitted on

Franchise agreement

“Business Management System” refers to and means the software, internet, web based and/or cloud based system or systems, point of sale system or systems and customer relationship management system or systems as same may be individually or collectively designated by us, in our Reasonable Business Judgment, as being…

Franchise agreement

Franchisor reserves the right to assess Franchisee reasonable charges for such training.

Item 6

If we offer a franchisee annual conference in a given year you will be required to attend the conference on the dates and at the location that we designate.