Established
2011
Franchise Units
1
Minimum Investment
$65,000
Franchise Fee
$35,000
Total Investment Range
$150,000
Home Based
No
Description
The SunPlex Insurance Franchise represents a modern, relationship-driven approach to the insurance brokerage business in the United States. Built for entrepreneurs who want recurring revenue, long-term client relationships, and a scalable service model, SunPlex Insurance positions itself as a trusted local advisor offering tailored insurance solutions to individuals, families, and businesses.
Unlike traditional insurance agencies that rely heavily on cold calling or product-centric sales, SunPlex Insurance emphasizes consultative selling, community presence, and diversified insurance offerings. Franchise owners operate as independent agency principals while leveraging the systems, carrier access, branding, and operational support of a growing national franchise network.
With insurance demand remaining resilient across economic cycles, the SunPlex Insurance franchise appeals to investors seeking a recession-resistant business with predictable income streams, strong renewal commissions, and low overhead. The model is designed to scale efficiently, allowing franchisees to grow through referrals, cross-selling, and long-term policy renewals rather than one-time transactions.
Why Invest in the SunPlex Insurance Franchise?
The insurance industry continues to be one of the most stable and essential sectors in the U.S. economy. SunPlex Insurance stands out by offering a franchise model that balances independence with structure, making it ideal for both first-time owners and experienced professionals.
Key reasons investors are attracted to SunPlex Insurance include:
• Recurring Revenue Model – Renewal commissions create predictable, compounding income year after year
• Recession-Resistant Industry – Insurance is a non-discretionary service for individuals and businesses
• Low Overhead Operations – No inventory, minimal staffing, and flexible office options
• Multiple Revenue Streams – Personal lines, commercial insurance, specialty products, and add-on services
• Scalable Growth – Expand through referrals, policy renewals, team building, and multi-territory ownership
• Local Market Control – Franchisees build strong community relationships within protected territories
Background
Established Year: 2011
SunPlex Insurance was founded with the goal of modernizing the independent insurance agency model. The founders identified a gap in the market for a franchise system that empowers local owners while providing centralized carrier relationships, technology, and compliance support.
Founders:
SunPlex Insurance was established by a team of insurance professionals and entrepreneurs with decades of combined experience in brokerage operations, underwriting relationships, and franchise development.
Brand Journey & Company History:
What began as a single independent agency evolved into a structured franchise system after early success in client retention and cross-selling. The company refined its systems, onboarding processes, and carrier partnerships before expanding into franchising across multiple U.S. states.
Franchise Active Units : 1
SunPlex Insurance operates as a privately held franchise organization with a growing footprint in personal and commercial insurance segments. Franchisees benefit from national brand credibility while maintaining strong local market identity.
Industry Category:
Insurance Services / Financial Services Franchise
Support Training
SunPlex Insurance places strong emphasis on franchisee success through structured training and ongoing operational support.
Pre-Launch Support
• Territory selection and market analysis
• Licensing guidance and compliance preparation
• Office setup assistance (home-based or professional office)
• Technology onboarding and CRM setup
• Carrier appointment coordination
Initial Training Program
• Insurance fundamentals and product knowledge
• Sales process and consultative client engagement
• Quoting systems and policy management
• Compliance, E&O standards, and regulatory best practices
• Local marketing and referral strategies
Operational Support
• Centralized back-office systems
• Policy servicing workflows and renewals management
• Sales scripts, templates, and proposal tools
• Performance tracking and reporting dashboards
Marketing & Growth Support
• Brand guidelines and digital assets
• Local marketing playbooks
• Lead generation strategies and referral programs
• Ongoing sales coaching and best-practice sharing
Ongoing Support
• Dedicated franchise support team
• Continuous training updates
• Group calls, workshops, and performance reviews
• Carrier relationship management and product updates
Ideal Candidate
The SunPlex Insurance franchise is designed for individuals seeking a professional, service-oriented business with long-term income potential.
Ideal candidates typically include:
• Entrepreneurs seeking a recession-resistant business
• Professionals transitioning from corporate careers
• Existing insurance agents wanting brand and system support
• Sales professionals with strong relationship-building skills
• Investors interested in recurring revenue models
Preferred Background & Traits:
• Strong communication and trust-building ability
• Business development or sales experience (insurance experience helpful but not mandatory)
• Willingness to engage in community networking
• Coachable mindset and systems-driven approach
Investment Capability:
• Comfortable with low to mid six-figure investment
• Adequate working capital for the first year of operations
Location Preference:
• Suburban and metropolitan U.S. markets
• Growing residential and small-business communities
Financial Detail
| Financial Component | Estimated Amount (USD) |
|---|---|
| Initial Franchise Fee | $35,000 – $50,000 |
| Total Initial Investment | $65,000 – $150,000 |
| Minimum Investment Required | ~$65,000 |
| Territory Fee | Included in franchise fee |
| Office Setup / Infrastructure Cost | $5,000 – $15,000 |
| Technology & CRM Systems | $3,000 – $7,000 |
| Licensing & Compliance Costs | $2,000 – $5,000 |
| Initial Marketing & Branding Budget | $5,000 – $10,000 |
| Working Capital (6–9 months) | $20,000 – $40,000 |
| Ongoing Royalty Fee | Percentage of gross commissions |
| Marketing / Brand Fund Contribution | Fixed monthly or percentage-based |
| Estimated Break-Even Period | 12 – 18 months |
| Expected ROI Timeline | 12 – 24 months |
| Revenue Model | Recurring commissions + renewals |
| Potential Annual Revenue (Mature Unit) | $150,000 – $400,000+ |
| Franchise Term | Typically 5–10 years (renewable) |
| Multi-Unit Ownership Available | Yes |
