Franchise Brokerages
You Standardized Everything Except the Part That Generates Revenue
Your franchise model gives agents access to your carrier panel. But quoting is still manual — every location re-entering the same data into the same portals. Your top-performing locations don't have better agents — they have agents who've memorized the quirks of every carrier portal. That's not a competitive advantage. That's institutional knowledge that walks out the door when someone quits.
QuoteSweep standardizes multi-carrier quoting across every location. One ACORD form in, every carrier portal filled, quotes streaming back — whether it's your top-performing office or a location that opened last month.
The Franchise Quoting Problem
60-90 min
per quote cycle — multiplied across every location in your network
(Agent workflow studies)
76%
of agencies have no commercial quoting tool — including your newest franchise locations
(Vertafore 2025)
Weeks
for a new location to get carrier portal credentials set up and agents trained
(Franchise operations interviews)
Two Problems, One Platform
The HQ Problem
You've built the brand, negotiated the carrier appointments, and designed the playbook. But quoting is still manual — every location re-entering the same data into the same portals independently. You can't standardize what you can't control.
The Location Problem
Your franchise owners hired agents to sell, not to spend an hour per quote doing data entry. New locations spend their first weeks calling carrier reps, requesting portal access, waiting for credentials, and training agents on portals they've never seen — before writing a single policy.
What Changes Across Your Network
Standardize the quoting experience across every location without standardizing the agents.
Consistent Quoting Experience
Every franchise location uses the same multi-carrier quoting workflow. No more variance in how agents quote or which carriers they check. One ACORD form, every carrier, every location.
Centralized Credential Management
HQ manages carrier portal credentials and appointments centrally. New locations inherit the full carrier panel on day one — no individual portal setup required.
Brand-Level Analytics
See quoting activity across every franchise location. Track which carriers get quoted, win rates by location, and where agents are leaving premium on the table.
Faster Onboarding
New franchise locations quote the full carrier panel from day one. No weeks of portal credential setup, no training on 15 different carrier websites. One tool, immediate productivity.
Franchise Pilot Program
We're working with franchise brokerages to prove multi-location quoting automation works. Pilot includes HQ setup, 3-5 location rollout, and dedicated support — no commitment beyond the pilot.
3-5
Pilot locations
2-4 weeks
Pilot duration
Full panel
Every carrier from day one
How It Works
Start with HQ and a handful of locations. Prove value with real submissions, then roll out across your network.
Discovery Call
30 minutesWe learn your franchise model, carrier panel, location count, and quoting workflow. You see a live demo with your actual carriers.
HQ Configuration
1 weekWe configure your carrier panel, set up centralized credential management, and onboard your HQ team. Test with real submissions across your top carriers.
Pilot with 3-5 Locations
2-4 weeksRoll out to a handful of franchise locations. Track completion rates, time savings, quoting consistency, and agent satisfaction across locations.
Network-Wide Rollout
PhasedBased on pilot results, deploy to all franchise locations. Includes location-level analytics, onboarding materials, and ongoing support.
Every Location. Every Carrier. One Workflow.
Your franchise model standardizes branding, carrier appointments, and commission structures. QuoteSweep standardizes the last manual step: multi-carrier quoting. The workflow that generates revenue finally works the same everywhere.
Schedule a Franchise Demo