Currently, the Required Software includes our Agency Management System (“SelectLocal”).
SelectQuote Insurance Services
Financial servicesSoftware purchasing at SelectQuote Insurance Services is controlled at the headquarters level, where Chief Revenue Officer Josh Kopmeyer and EVP Phil Williamson sit among the key decision-makers. The franchise system currently operates a single company-owned unit, and the 2026 FDD mandates the SelectLocal platform. For software vendors, the addressable market is extremely narrow—just one location—but the centralized procurement model means a single sale could cover the entire system.
Mandated & recommended tech
The systems vendors compete with
1 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing — the incumbents a challenger must displace or integrate with.
Live signals
The vendor opportunity at SelectQuote Insurance Services
SelectQuote Insurance Services presents a unique, highly concentrated sales target for software vendors. According to the 2026 Franchise Disclosure Document, the system consists of exactly one unit—a company-owned location in Wisconsin. There are no franchised units reported, and year-over-year unit growth is not disclosed. This is not a sprawling franchise network; it is a single-point operation where a successful software sale means 100% penetration of the system.
The financial profile is lean on disclosed metrics. Average unit volume (AUV) is not provided in the FDD. The royalty rate sits at 20.0% on an initial term of 10 years. For a vendor, the absence of AUV data means you will need to qualify the prospect’s budget directly during discovery. The upside is clarity: you are selling into one decision-making entity, not a fragmented base of franchisees.
Who controls software purchasing
Purchasing authority at SelectQuote is centralized at the headquarters level. The 2026 FDD Item 1 names four executives: Daniel “Al” Boulware (General Counsel and Secretary), Kayla Cooper (Executive Vice President, Healthcare Solutions), Phil Williamson (Senior Vice President, Enterprise Strategic Development), and Josh Kopmeyer (Chief Revenue Officer). For a software vendor, Williamson and Kopmeyer are the most likely points of contact. Williamson’s enterprise development remit suggests he evaluates strategic vendor relationships, while Kopmeyer’s revenue focus ties directly to tools that impact sales and operations.
There is no multi-unit operator layer to navigate. The single unit is company-owned, meaning no franchisee-level procurement decisions exist. Your pitch runs straight through the HQ team.
Mandated and current tech stack
The 2026 FDD mandates one named system: SelectLocal. This is the only technology explicitly required in the disclosure. No other operational, POS, CRM, or back-office platforms are named. The mandate means any software you propose must either integrate with SelectLocal or replace it outright—and replacement would require a compelling case given the mandate’s contractual weight.
Beyond SelectLocal, the tech landscape is a blank slate in the FDD. This creates both opportunity and risk. Opportunity, because there may be unaddressed needs in areas like analytics, compliance, or agent productivity. Risk, because you will need to map the existing stack through direct conversation; the FDD offers no further signals.
Procurement, renewals, and timing
The FDD does not include an Item 8 procurement extract, so the formal purchasing model—whether designated supplier, approved supplier, or open—is not disclosed. In practice, with a single company-owned unit, procurement is likely handled directly by HQ leadership rather than through a franchisee council or cooperative.
Renewal terms offer a potential trigger for software evaluation. The initial franchise agreement runs 10 years. At renewal, the franchisee (here, the company-owned entity) must “modernize the Franchised Business to reflect the System standards in effect at the time” and sign the then-current Franchise Agreement, which may contain materially different terms. This modernization clause could compel a technology refresh, opening a window for new vendor conversations. However, with no disclosed renewal activity on file, timing is speculative.
How to read the SelectQuote FDD
The 2026 SelectQuote Insurance Services FDD is embedded below. Key sections for software vendors include Item 1 (executive team), Item 11 (mandated systems like SelectLocal), and Item 17 (renewal conditions and modernization requirements). Because the system is a single unit, pay close attention to any references to future expansion plans—though none are disclosed, the corporate structure could support growth that would multiply your addressable units. For a ranked target list tailored to your software category, FranCloud can map this franchise against hundreds of others to prioritize your outreach.
Questions vendors ask
SelectQuote Insurance Services, answered from the filing
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FDD alert
Tell me when this brand refiles.
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Operator footprint
Who runs the locations
1 operators run 1 mapped locations — 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| WI | 1 |
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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.