FacebookMeta
ications that can be accessed through electronic means, including, but not limited to, the Internet, World Wide Web, webpages, microsites, social media and networking sites (e.g., Facebook, Twitter, L
From the filings
HQ-led decisions
Goosehead Insurance Agency
Financial servicesGoosehead Insurance Agency's franchise agreement puts software purchasing under HQ control: franchisees must buy the Computer System Goosehead requires and install the "Required Software" Goosehead develops or designates. The system spans 1,022 agencies, 1,009 of them franchised, with a royalty of 20% of Gross Revenues on Approved Insurance Products in the initial term and a footprint led by Texas, Florida and California.
For software vendors selling into US franchise brands.
Live signals
Total units
1,022
1,009 franchised
Unit growth YoY
—
vs prior filing
AUV
—
Item 19, 2026
Royalty
20%
of gross sales
Ad fund
2%
national + local
Initial fee
$50K
per unit
Investment range
$66K–$112K
all-in, Item 7
Procurement
—
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing
Ongoing fee load
What the operator pays every month
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
22%of gross sales (FY2026)
15% reference
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.
InstagramMeta
ing, but not limited to, the Internet, World Wide Web, webpages, microsites, social media and networking sites (e.g., Facebook, Twitter, LinkedIn, YouTube, Google Plus, Pinterest, Instagram, etc.), bl
LinkedInLinkedIn
e accessed through electronic means, including, but not limited to, the Internet, World Wide Web, webpages, microsites, social media and networking sites (e.g., Facebook, Twitter, LinkedIn, YouTube, G
PinterestPinterest
ans, including, but not limited to, the Internet, World Wide Web, webpages, microsites, social media and networking sites (e.g., Facebook, Twitter, LinkedIn, YouTube, Google Plus, Pinterest, Instagram
Sabre HospitalitySabre Hospitality
: Justin Ricketts Mr. Ricketts has been our Executive Vice President since October 2022 in Westlake, Texas. Before joining us, he was the Chief Product and Development Officer for Sabre Hospitality So
SalesforceSalesforce
chnology Fee” of $590 for the first user and $420 for each additional user. We currently use the Technology Fee in part to reimburse us for our costs in permitting you to use the “Salesforce.com” cust
TwitterX
hat can be accessed through electronic means, including, but not limited to, the Internet, World Wide Web, webpages, microsites, social media and networking sites (e.g., Facebook, Twitter, LinkedIn, Y
YouTubeGoogle
through electronic means, including, but not limited to, the Internet, World Wide Web, webpages, microsites, social media and networking sites (e.g., Facebook, Twitter, LinkedIn, YouTube, Google Plus,
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 10 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesFranchise agreement
We have the right to specify the accounting software and a common chart of accounts, and, if we do so, you agree to use that software and chart of accounts (and require your bookkeeper and accountant to do so) in preparing and submitting your financial statements to us.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
We have the right at all reasonable times to examine, copy, and/or personally review or audit (at our expense) all of your sales receipts, books, records, and sales and income tax returns in person or through electronic access (at our option).
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
12.2.2 If required by us, no later than the 20th day after each month (or, if we elect, other periodic time period) during the term of this Agreement after the opening of the Franchised Business, you will submit to us, in a format acceptable to us (or, at our election, in a form that we have specified):
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesFranchise agreement
We have the right to appoint only one supplier for a particular Approved Product and Service (which may be us or one of our affiliates).
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
You acknowledge and agree that changes to technology are dynamic and not predictable within the term of this Agreement.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 6
You (or the carrier, broker, or supplier) may be required to pay a charge, not to exceed the reasonable cost of the inspection and the vetting, as well as the actual cost of any tests.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
You agree that we may designate, and own, the telephone numbers for the Franchised Business.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You agree to participate in such programs as we require, and promptly pay the then-current charges of the evaluation service.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We have the right at all reasonable times to examine, copy, and/or personally review or audit (at our expense) all of your sales receipts, books, records, and sales and income tax returns in person or through electronic access (at our option).
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We have the right to revise the contents of the Brand Standards Manual whenever we deem it appropriate to do so, and you agree to
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
Each Franchised Business will be operated from a location that we must first approve (the “Approved Location”).
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
Unless otherwise approved by us in writing, you agree to neither establish nor permit any other party to establish an Online Site relating in any manner whatsoever to the Franchised Business or referring to the Proprietary Marks.
Is a minimum grand opening advertising spend required?
YesFranchise agreement
You agree to conduct, at your expense, such promotional and marketing activities as we may require.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
We may require that you purchase, use or offer for sale any non-insurance products or services used in the operation of the Franchised Business (“Approved Products and Services”) only from suppliers, manufacturers, and brokers approved by us and/or our affiliates (“Approved Suppliers”).
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
You agree not to install or permit to be installed on or about the premises of the Franchised Business, without our prior written consent, any fixtures, furnishings, equipment, machines, décor, signs, or other items that we have not previously approved in writing as meeting our standards and specifications.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
You agree to establish an arrangement for electronic funds transfer to us, or electronic deposit to us of any payments required under this Agreement.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
If at any time you fail to meet or exceed the minimum Producer headcount required under Section 8.3.1, then you agree to enroll the additional Producer(s) necessary to comply in our training program within thirty (30) days from the date of deficiency.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
We require our franchisees to purchase a Computer System.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
You must afford us unimpeded independent access to your Computer System in the manner, form, and at the times we may reasonably request.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
Currently, the Required Software includes use of the “Salesforce.com” and comparative rater software that we specify.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
You or your employees may be required to pay a fee for additional training, and you will be responsible for your travel expenses to attend additional training.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
You agree to attend the conventions and meetings that we may periodically require and to pay a reasonable fee (if we charge a fee) for each person who is required to attend
The filing answers no to 2 questions
- Is there a franchisee advisory council, association or committee?Franchise agreement
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
The vendor opportunity at Goosehead Insurance Agency
Goosehead Insurance Agency operates 1,022 insurance agencies, 1,009 of them franchised, headquartered in Texas. Item 19 of the FDD makes a financial performance representation. With a royalty of 20% of Gross Revenues on Approved Insurance Products in the initial term (50% in renewal terms), a 10-year initial term, and an operator base of 1,228 mapped operators (5 multi-unit) spread mostly across single-agency owners, the system rewards a vendor who can sell one centralized technology contract across the network rather than agency by agency.
Who controls software purchasing
Software purchasing at Goosehead runs through headquarters. Item 11 requires franchisees to purchase the Computer System Goosehead specifies, and gives Goosehead the right to develop or designate the "Required Software" — computer software and accounting-system software franchisees must install, along with every update, supplement, modification or enhancement Goosehead issues. President and CEO Mark Miller, Executive Chairman Mark E. Jones, and CFO/COO Mark Jones, Jr. lead that side of the business.
Tech named in the FDD, and what is actually required
Beyond the mandated Computer System, Item 11 states that the Required Software currently includes Salesforce.com and the comparative rater software Goosehead specifies, and the monthly technology fee also covers Microsoft 365. Item 11 names Facebook, Instagram, LinkedIn, Pinterest, X (Twitter) and YouTube.
Procurement, renewals, and timing
Item 8 of the FDD sets the supplier rules for Goosehead franchisees; the filing below carries the full terms. The royalty runs 20% of Gross Revenues on Approved Insurance Products during the 10-year initial term and 50% in renewal terms, subject to the Minimum Royalty. Item 17 renewal requires the franchisee to give notice of intent, modernize the business to then-current System standards, stay current on monetary obligations, sign Goosehead's then-current Franchise Agreement, sign a release, and meet then-current qualification and training requirements — each renewal cycle a natural point to revisit the technology stack.
How to read the Goosehead FDD
The embedded viewer below carries Goosehead Insurance Agency's 2026 Franchise Disclosure Document in full, including the Item 11 technology language summarized above.
Talk to FranCloud for a ranked list of franchise systems like Goosehead where the technology mandate and scale line up with your product.
Questions vendors ask
Goosehead Insurance Agency, answered from the filing
Goosehead's headquarters controls the mandate directly: Item 11 requires franchisees to buy the Computer System Goosehead specifies and install the Required Software Goosehead develops or designates. President and CEO Mark Miller, alongside Executive Chairman Mark E. Jones, leads that side of the business.
Goosehead mandates a Computer System and "Required Software" — software and accounting-system software Goosehead develops or designates, which franchisees must install along with every update. The Required Software currently includes Salesforce.com and Goosehead's comparative rater software, and the monthly technology fee also covers Microsoft 365. The FDD also names Facebook, Instagram, LinkedIn, Pinterest, X (Twitter) and YouTube.
1,022 total agencies — 1,009 franchised and 13 company-owned — in the financial-services segment, with the largest concentrations in Texas, Florida, California, Illinois and Pennsylvania.
Item 8 of the FDD sets the supplier rules for Goosehead franchisees; see the filing below for the full terms.
The initial term runs 10 years. Item 17 renewal requires giving notice of intent, modernizing to then-current System standards, staying current on obligations, and signing Goosehead's then-current franchise agreement and release — the point at which a technology refresh is most likely.
The embedded PDF viewer below carries Goosehead Insurance Agency's 2026 Franchise Disclosure Document.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
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Ownership
The portfolio behind Goosehead Insurance Agency
unknown of goosehead insurance holdings.
Related Financial services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.