Goosehead Insurance (GSHD) Investor presentation summary

Company overview and market opportunity

• Operates in the $531B personal lines insurance market with less than 1% share, offering significant expansion potential.

• Provides diverse insurance products including home, auto, flood, umbrella, commercial, and life.

• Franchise-based model accounts for 82% of business, with 1,009 franchises and 2,602 producing agents.

• Achieved $4.5B in total written premiums and $365M in revenue for FY 2025.

• Maintains industry-leading client retention at 85% and a Net Promoter Score of 77.

Growth strategy and distribution

• Focuses on scalable, tech-enabled franchise and corporate distribution, with franchise productivity outpacing industry by over 2x.

• Expanding through geographic growth, increased producers per franchise, and strategic partnerships.

• Corporate network serves as a talent incubator, converting top producers into high-performing franchise owners.

• Strategic partnerships with financial institutions and real estate platforms expand reach and unlock new client segments.

• Investments in people and technology drive sustainable, long-term growth and profitability.

Technology and client experience

• Proprietary tech stack and digital agent platform enable targeted marketing, streamlined support, and end-to-end digital policy binding.

• Mobile app centralizes policy management, renewals, and claims guidance for clients.

• AI-driven tools leverage 20+ years of proprietary data for underwriting, compliance, and distribution.

• Service center delivers multi-channel support with a Net Promoter Score of 77 and best-in-class digital tools.

• Technology integration with partners enables scalable embedded insurance solutions.