CostWise Insurance

CostWise Insurance

Franchise Opportunity
Small business insurance expert

Invest in a Recession-Resistant Industry with a $6.3 Billion Market Share.

U.S. insurance premiums exceed 1.4 trillion dollars annually, making it one of the most high-demand industries in the country. With a great track record of growth, exceptional industry experience, strategic relationships with important vendors, and proprietary operational advantages, the Cost Wise Insurance model will allow for efficient replication in any market:

Unique Operational Model
By providing a wealth of products from different providers to create a one-stop insurance super center, the Cost Wise Insurance model presents a unique approach to the insurance industry.

Strong Potential ROI
With reasonable start-up costs in a high-demand industry, Cost Wise Insurance offers a fast potential ROI for a motivated owner/ operator.

Strategic Partnerships
Cost Wise Insurance represents a carefully selected group of financially strong, reputable insurance companies. Therefore, we can offer the best coverage at the most competitive price.

Passive Income
One of the main benefits of entrepreneurship is passive income. A Cost Wise Insurance franchise can help diversify your revenue streams and build wealth for a lasting legacy.

Build a Brand, Feed a Child
Not only is Cost Wise a trusted insurance brand, but we also offer franchisees the opportunity to give back to their community. A portion of each franchise fee will be contributed toward providing meals to disadvantaged children.

A One-Stop Insurance Shop Built to Better Serve Our Customers.

Founded by Melody Avecilla, Cost Wise Insurance is a full-service Insurance Super Center. Staffed by licensed specialists who are extra mindful of clients’ time and out-of-pocket expenses, the Cost Wise Insurance model delivers cost-effective, highquality commercial and personal insurance plans.

Cost Wise Insurance is a small business expert specializing in general liability insurance and workers compensation.
Additionally, we provide a full suite of personal insurance protection including:

• Auto
• Home
• Life
• Commercial

These comprehensive offerings coupled with a client-centered approach has made Cost Wise a trusted brand in the insurance industry.

What We’re Looking for in You.

The number one quality we look for in a franchisee is a commitment to serving the client with the highest integrity. If you’re a people person with a background in sales, insurance, accounting, consulting, banking, or other professional services, a Cost Wise Insurance franchise might be the right fit for you. Our ideal candidate will exhibit the following qualities:

• Confident Attitude and a Record of Success
• Operates with Excellence, Honesty and Integrity
• Company Culture Buy-In

Superior Training and Support.

The owner/operator franchise model is more than a financial investment. It’s a commitment
of time and lifestyle as well. That’s why we want to provide every possible tool for franchisee
success.

Comprehensive Training

Because there are a multitude of services to be offered through the Cost Wise Insurance system, our dual-phase training program aims to empower our partners with all the knowledge they need for franchise success.

Support

Operational – The Cost Wise Insurance team will provide ongoing training and support in many areas, including unit operations, customer-service techniques, and administrative procedures.

Marketing – We will coordinate the development of advertising materials, marketing plans,
and SEO/SEM strategies to help franchisees leverage our established and trusted brand.

Ongoing R & D – Cost Wise Insurance management will continue to research methods and
techniques for franchise operations (including purchasing and promotional schemes) that
enhance unit-level profitability.

A Reasonable Initial Investment for Faster Profitability.

Franchise Fee: $35,000

Minimum Initial Investment: Including Franchise Fee & Training $110,200

Required Local Marketing Spend: 10% of previous month’s gross commissions

Sliding Scale Royalty: 15% for the first $10,000 in monthly gross commissions

10% for all premiums > $10,000 in monthly gross commissions

To get started, please fill out the franchise form.