Established
2009
Franchise Units
230
Minimum Investment
$60,000
Franchise Fee
$20,000
Total Investment Range
$150,000
Home Based
No
Description
In today’s fast-changing insurance landscape, consumers want more than just a policy — they want guidance, competitive pricing, and a trusted advisor who understands their needs. Univista Insurance has positioned itself as a powerful, community-focused insurance brokerage brand delivering exactly that. With a strong footprint across the United States, particularly in high-growth states like Florida and Texas, Univista has built a reputation for accessible service, multiple carrier options, and strong operational systems.
Unlike single-carrier agencies, Univista operates as an independent brokerage, allowing franchisees to offer a wide range of insurance products from multiple top-rated carriers. This flexibility gives local owners a competitive edge in pricing, coverage customization, and client retention. From auto and home insurance to commercial and specialty policies, the brand empowers franchisees to become full-service insurance advisors in their communities.
Background
Established: 2009
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Industry Category: Insurance Brokerage / Financial Services
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Headquarters: Florida, USA
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Franchise Active Units: 230+ locations across the United States
Univista Insurance was founded with a vision to make insurance simple, affordable, and accessible to everyday Americans. Starting as a regional brokerage in Florida, the company quickly grew due to its strong carrier partnerships and community-centric approach.
As demand expanded, the leadership team transitioned into franchising to scale nationally. Today, Univista operates hundreds of offices across key U.S. markets, with a particularly strong presence in Florida and continued expansion into other states.
The brand has grown by focusing on:
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Multilingual service
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Competitive pricing strategies
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Technology-driven quoting systems
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Structured agent training
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Local marketing empowerment
Support Training
One of the strongest advantages of investing in Univista Insurance is the comprehensive support structure provided to franchisees.
Pre-Launch Support
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Site selection guidance and territory analysis
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Licensing and compliance assistance
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Office layout and setup guidance
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Technology and CRM onboarding
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Carrier appointment facilitation
Initial Training
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Insurance fundamentals and regulatory compliance
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Sales training and quoting systems
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Carrier product education
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Customer service best practices
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Lead conversion and retention strategies
Training is structured to support both experienced insurance professionals and newcomers to the industry.
Operational Support
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Ongoing compliance guidance
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CRM and software updates
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Performance tracking systems
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Underwriting and carrier support
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Business coaching
Marketing Support
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Brand marketing materials
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Local advertising templates
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Social media guidance
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Digital marketing frameworks
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Community outreach strategies
Ongoing Education
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Product updates
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Regulatory changes
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Advanced sales workshops
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Cross-selling strategies
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Leadership development for multi-unit growth
Ideal Candidate
Univista Insurance is well-suited for motivated entrepreneurs who value relationship-building and structured sales environments.
Ideal Candidate Traits:
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Strong communication skills
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Sales or customer service background (preferred but not mandatory)
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Interest in financial services
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Community-oriented mindset
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Willingness to obtain required insurance licenses
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Comfortable managing a small team
Business Background
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Insurance agents seeking independence
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Financial advisors looking to diversify
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Sales professionals transitioning to business ownership
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Multi-unit investors in service industries
Investment Capability
Candidates should have:
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Adequate liquid capital
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Strong credit profile
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Ability to cover startup costs and initial operating expenses
Location Preference
Best suited for:
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Urban and suburban markets
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High-density residential areas
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Communities with growing populations
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Areas with strong auto and homeownership rates
Financial Detail
| Investment Component | Estimated Amount (USD) |
|---|---|
| Franchise Fee | $20,000 – $35,000 |
| Total Initial Investment | $60,000 – $150,000 |
| Minimum Investment Required | ~$60,000 |
| Office Lease & Build-Out | $10,000 – $40,000 |
| Furniture & Equipment | $5,000 – $15,000 |
| Licensing & Insurance Fees | $2,000 – $8,000 |
| Technology & CRM Systems | $3,000 – $10,000 |
| Initial Marketing Budget | $5,000 – $15,000 |
| Working Capital (3–6 Months) | $15,000 – $40,000 |
| Royalty Fees | % of gross commissions |
| Advertising/Marketing Fees | Varies |