FranchiseVerdict
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FV-02941·CAUTIONExcellent81

We Insure

Business Services - Tax & FinancialFranchising since 2017Website
Investment
$70K – $138K
62nd pct Tax & Financi…
Avg revenue
47th pct Tax & Financi…
Royalty
25.0%
62nd pct Tax & Financi…
Units
157
68th pct Tax & Financi…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $70K – $138K including a $50K franchise fee, 25.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated CAUTION with a risk score of 72/100. SBA loan default rate of 0.0% across 2 loans (below the industry average).
  • System contracting at -30.4% CAGR over 3 years. Investigate whether closures are franchisor-driven (consolidation) or franchisee-driven (economics).

Item 1 · who you're contracting with

The Franchisor

Legal entity
We Insure, LLC
Parent company
PEAK6 Insurtech Holdings LLC
Incorporated in
Florida
HQ
1560 Sawgrass Corporate Parkway, 4th Floor, Sunrise, FL 33323
Auditor
RSM US LLP
Audited financials
Franchisor revenue
$41.8M
vs $48.3M prior year

Yale framework · single-unit ROIC

Returns Analysis

Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.

The model · Yale framework

What would one We Insure unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $70K–$138K
Working capital
$
FDD reports $15K–$53K

Unlevered ROIC · per unit

-27%

Negative

0%30–60% Yale band80%

Store EBITDA · annual
$-38K
EBITDA margin
-5.0%
Total invested
$138K
Payback
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Overview

About

We Insure franchisees operate insurance sales agencies, generating revenue through sales commissions on new business policies and renewals. Day-to-day activities include client prospecting, policy sales, client service, and commission tracking, with earnings heavily dependent on commission volume and subject to 25-45% royalty payments to the franchisor.

CEO
Judi Hart
Founded
2009
FDD year
2025
States available
21

Item 7 · what it costs

The Vitals

Total investment
$70K – $138K
All-in to open one unit
Liquid capital
$15K – $53K
Cash you must have on hand
Franchise fee
$50K
Royalty
25.0%
Retained Commissions · typical 6–8%
Ad fund
3.0%
typical 3–5%
Total fee load
28.0%
vs 9–13% typical

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
157
Opened
1
Last reporting year
Closed
2
Turnover rate
1.3%
Company-owned
1
Corporate units in the system
% franchised
99%
vs corporate-owned
Net growth (yr3)
-20.0%
Net unit change last year
3-yr CAGR
-30.4%
Compounded over last 3 years
2023
156-39
Franchised units
2024
195
Franchised units
2025
224
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 7 states with active franchisees

The Territory Map

Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 7 states
Not registered

States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.

Government records

SBA Loan Data

Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.

Total loans
2
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

72
Risk · 0-100
CAUTION72 / 100

We Insure presents high risk due to rapid unit contraction (-20% YoY), undisclosed financial metrics, multiple fraud-related lawsuits, exploitative royalty splits, and going concern issues—indicating a deteriorating franchise system with troubled franchisee relationships.

Score breakdown · what drove the 72 / 100 rating

  1. 01MEDUnit count declined 20% YoY (157 units) indicating system contraction and potential franchisee struggle
  2. 02MINORNo average revenue or net income disclosure prevents ROI assessment and suggests poor performance metrics
  3. 03MEDHigh royalty structure (25-45% of commissions) creates earnings pressure, especially on renewal business at 45%
  4. 04HIGHTwo settled litigation cases alleging breach of contract and fraud signal franchisee-franchisor relationship breakdown
  5. 05MINORUnprotected territory creates competition risk within same market and cannibalization potential
  6. 06HIGHFalse 'Going Concern' status indicates franchisor financial stability questions
  7. 07MED$50,000 franchise fee with 20% unit decline suggests poor franchisee success and ROI recovery

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Protected territory
No
Initial term
5 years
Renewal term
5 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
2
Right of first refusal
No
Franchisor can buy back on resale
Mandatory arbitration
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Florida

Item 11

Training & Operations

Classroom training
133 hrs
On-the-job training
0 hrs
POS system
Applied Epic
Operating tech stack

Item 20

Franchisee Contacts

Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.

Franchisee contacts

100 numbers

Locked
(305) 259-••••
FL
(407) 965-••••
FL
(305) 207-••••
FL

One-time purchase · CSV download · Validation questions included

FDD download

We Insure · FDD (2025) PDF

Single-page checkout · instant download · CSV export of contacts available separately above