From the filings
Software purchasing control at GlobalGreen Insurance Agency sits at the headquarters level, with a mandated tech stack that includes Agency Software and EPIC Online. The addressable market for vendors is limited to 156 total units, 155 of which are franchised, operating across a sparse footprint of at least three states. The franchisor mandates specific systems, making HQ the sole gatekeeper for any new software adoption.
For software vendors selling into US franchise brands.
Live signals
Ongoing fee load
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
15%of gross sales (FY2025)
15% reference
Franchisor behaviours
17 requirements the franchisor states in this filing, each in its own words; 10 explicit no's; 7 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
GLOBAL will have independent access to the information and data and there are no contractual limitations on our right to access the information and data.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
At the present time our Affiliate is the only approved supplier of the Agency Software that will be licensed to you.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
Approved suppliers may be designated by e-mail, written memoranda, bulletins, in the Manual, or other means, all of which can be modified from time to time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
44550Item 8
In fiscal year 2024, we received $44,550.00 in agency revenue sharing amounts from franchisees’ participation on our master policy for business owners’ and errors and omissions insurance representing 4868-9534-8150, v. 13 12 0.77% of our total revenue of $5,767,142.26 for that year.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
In fiscal year 2024, we received $44,550.00 in agency revenue sharing amounts from franchisees’ participation on our master policy for business owners’ and errors and omissions insurance representing 4868-9534-8150, v. 13 12 0.77% of our total revenue of $5,767,142.26 for that year.
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?
50Item 8
Approximately up to 10% of your purchases and leases to open the Agency and up to 50% of your purchases and leases to operate the Agency will be purchased from approved suppliers.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
We may require you to purchase certain products, services, computer software and hardware, supplies, and equipment and materials required for the operation of the Agency from manufacturers, suppliers, or distributors designated by GLOBAL, or from other suppliers GLOBAL approves who meet GLOBAL’s specifications and…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
FRANCHISEE irrevocably appoints GLOBAL or GLOBAL’s nominee to be FRANCHISEE’s attorney-in-fact coupled with an interest, and with power of substitution, to execute and to file for FRANCHISEE any relevant document to obtain the telephone number if GLOBAL so requests.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
FRANCHISEE shall permit representatives or agents of GLOBAL and Providers to enter the Site with or without notice during regular business hours to inspect the Agency premises and business.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
The Manual may be modified from time to time by GLOBAL in its discretion, and FRANCHISEE agrees that from time to time GLOBAL may reasonably change the System.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
The site for the Agency is selected by you, subject to our consent.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
We may require you to purchase certain products, services, computer software and hardware, supplies, and equipment and materials required for the operation of the Agency from manufacturers, suppliers, or distributors designated by GLOBAL, or from other suppliers GLOBAL approves who meet GLOBAL’s specifications and…
Must equipment be purchased from designated or approved suppliers?
YesItem 8
We may require you to purchase certain products, services, computer software and hardware, supplies, and equipment and materials required for the operation of the Agency from manufacturers, suppliers, or distributors designated by GLOBAL, or from other suppliers GLOBAL approves who meet GLOBAL’s specifications and…
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
FRANCHISEE is required to use the Agency Software in the operation of its Agency.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
GLOBAL will have independent access to the information and data and there are no contractual limitations on our right to access the information and data.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We may require you to periodically participate in additional training, such as errors and omissions loss control seminars and may charge you a reasonable fee for this training.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
We have the right to require you or your Principal Owner to attend, at your expense, no more than one franchisee meeting per year at a location selected by us.
GlobalGreen Insurance Agency presents a small, concentrated sales target for software vendors. The system comprises 156 total units, 155 of which are franchised and a single company-owned location. The unit count is contracting, with a year-over-year decline of 6.06%. The operator base is extremely fragmented: only 3 mapped operators exist, none of which are multi-unit owners, spread across at least New York, Florida, and Hawaii. For a vendor, this means the entire addressable market is 156 locations, and growth is not coming from new unit openings. The financial profile shows a 15% royalty rate on a 10-year initial term, though average unit volume is not disclosed in the most recent FDD.
All software purchasing authority is centralized at the franchisor's headquarters. The 2025 FDD Item 1 lists the key executives: Raymond M. Spears (Chairman), Jeffrey L. Wilson (President and CEO), and Charles H. Donaldson, Jr. (Executive Vice President Administration and Operations). Given the mandated technology environment, any vendor pitch must clear these individuals. There is no multi-unit operator class to influence decisions from the field; the 3 mapped operators each control a single unit and have no purchasing autonomy over core systems. The decision-maker level is unequivocally HQ.
The franchisor mandates two specific systems: Agency Software and EPIC Online. These are not optional recommendations; they are required for all franchisees. This locked-down environment means a vendor's path to entry is either displacing an incumbent mandate or integrating as a complementary tool that HQ deems necessary. There is no disclosed POS or other operational system beyond these two named platforms. Any vendor selling adjacent financial services or agency management software must address how their solution coexists with or improves upon this existing mandated stack.
The FDD does not include an Item 8 procurement extract, so the specific supplier designation model—whether designated, approved, or open—is not publicly known. Renewal conditions under Item 17 are stringent: franchisees must sign a new agreement that may contain materially different terms, obtain approval from at least 4 of the Providers, remodel, pay up to 50% of the then-current initial franchise fee, and sign a release where law permits. The renewal term is 10 years. With a shrinking system and no new unit momentum, the primary software sales opportunity lies in aligning with HQ's refresh cycle for its mandated systems, likely coinciding with these decadal renewal events.
The full 2025 Franchise Disclosure Document is available below. Key sections for software vendors include Item 1 for the executive team and ownership structure, Item 11 for the mandated Agency Software and EPIC Online systems, and Item 17 for the renewal terms that dictate when franchisees are contractually vulnerable to system changes. The document confirms the system is independently owned with no parent company on file. For a ranked target list of franchise systems matched to your software category, FranCloud can help you prioritize your outbound efforts.
Questions vendors ask
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
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FDD alert
We’ll email you the moment GlobalGreen Insurance Agency files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
3 operators run 3 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| NY | 1 |
|---|---|
| FL | 1 |
| HI | 1 |
Related Financial services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.