Mortgage Brokers: Build Reliable Revenue Streams

Open A Successful Insurance

Branch That’s Recession-Proof

A low-risk, high-reward small business free from fluctuating interest rates. All the tools you need for success! Not a franchise, no expensive franchise fees.

Why Open a Compass Insurance Branch?

Avoid the Tough Times Mortgage Brokers Face

Inflation. Rising interest rates. Uncertain economic outlook. All of which results in a cool housing market. All of which makes it tough times for mortgage brokers.

Mortgages are feast or famine. Even in good times, mortgages are seasonal. Auto and property insurance is year-round.

A Compass insurance branch represents an opportunity to develop a stable small business resistant to the uncertainties of the home loans business.

It’s not a franchise. But you get all the benefits of a franchise without the pain points. This is a great way to add additional revenue to a business you’ve already built. Plus, it’s a much simpler process to sell insurance than it is to write mortgages. Here are just a few of the benefits we know you’ll love.

No experience required

No Experience Required

No up-front cost

No Costly Franchise Fees

Easy to scale your business

Easy To Scale Your Business

Higher commission

Higher Commissions

Marketing and sales support

Marketing & Sales Support

Home office services policies

Home Office Services Policies

No more scrambling to research rates, no mounds of paperwork processing, no depending on market uncertainties for your fees. Be your own boss and help people better protect themselves and their families.

Sell the best product for your customers with multi-carrier options and insurance quotes. Compass has 20+ insurance carriers to choose from in 20+ states for home and auto (the blue states on the map below). Focus on your clients while we help you grow your business. Say goodbye to spending all day on the phone or worrying about whether you can earn enough fees.

Continuing Growth Market

Insurance branch opportunities are the blue states on map: Washington, Oregon, Wyoming, Colorado, Arizona, Texas, Minnesota, Wisconsin, Illinois, Michigan, Indiana, Ohio, Pennsylvania, Virginia, Tennessee, Alabama, Georgia, Maryland, New Hampshire, and Maine.

Property and Casualty Insurance is a Secure Investment & Growth Market

Because Compass Insurance has secured these carrier relationships, you don’t spend time chasing potential business. The business is there for you to connect with clients. And because you have multiple home and auto carriers to provide options to your customers, you become that much more valuable to your customers.

Ready to grow your small business beyond a one-shop operation? Compass provides a proven model to recruit, interview, and on-board candidates. We can help remove the heavy lifting of finding and installing qualified sales candidates.

And once you’ve found those candidates, we help you train them to be top-performers. Use the same training to make yourself an even better performer!


The Compass Insurance online resource portal provides live and learner-led training for new and existing producers. Topics include: sales tactics, underwriting, carrier website navigation, and product knowledge. The portal also incorporates ongoing training for seasoned professionals to sharpen their saws.

Focused on Your Success

Compass Insurance branch owners see more success than typical small business owners or franchise operators with less capital investment.

A-Z support

A-Z Support

We provide support for everything from marketing to agent recruiting. You’ll never be alone when you become a Compass Agency.

Easy to scale your business

Scale Your Business

With our systems, your ability to grow is endless. We want to help you succeed.

Low start-up cost

Low Startup Costs

Low startup costs mean more money stays in your pocket. You won’t need to mortgage your life away to get started and you’ll earn profits much faster than with a franchise opportunity.

Be proud of what you sell

Be Proud of What You Sell

Don’t sell the policies you’re forced to peddle. Sell policies that fit customers’ needs and budgets. You’ll never feel like a used car salesperson with Compass.

Equity in your business

Equity In Your Business

Invest in your future and earn equity in a business you build.

Room to grow

Unlimited Potential

Remove the ceiling and give yourself unlimited room to grow and unlimited potential to earn.

Repeat revenue

Repeat Revenue

Earn repeat revenue from policy renewals and watch your profits skyrocket.

drive your own success

Stop Worrying About the Feds!
Drive Your Own Success!

Build success that isn’t tied to market uncertainties. Whether home prices are rising or declining, whether interest rates are up or down, people need insurance and the peace of mind that their families and properties are protected.

Here’s an extra bonus: Selling insurance is a great way to generate leads for your mortgage broker business! Because people who buy insurance also buy homes. And know other people looking to buy homes.

No Insurance Experience? No Worries!

Selling home and auto insurance is nothing like writing a mortgage: it’s so much easier! You already know your business inside and out. Adding home and auto insurance provides a little extra to grow your business without a lot of extra work.

We provide a business opportunity without the learning curve. You get everything you need to start a Compass branch. You just need to get started.

Get repeat customers, not just one-time deals! You’re no longer tied to one kind of product. From home insurance to auto insurance, there are a range of opportunities to sell a range of products and grow your business how you want.

A Carrier for Every Need and Situation

AAA Independent Insurance Agent logo
Nationwide Insurance
Liberty Mutual Insurance
Travelers Insurance
Citizens Insurance
Michigan Insurance

And More!

What Our Insurance Branch Owners Are Saying

Insurance is a Multibillion-Dollar Industry

Insurance is a multi-billion dollar industry in the US. When you become a part of the Compass Insurance family , you are opening the door into this industry and can tap into the river of wealth it provides.

In the US, 79% of adults purchase auto insurance. It is a service the majority of the population needs. The stability that the insurance industry has allows you to plan for the long term and watch your business grow steadily.

Not only is insurance something everyone needs, but it’s also recession-proof. Since it’s a necessity, the stock market doesn’t impact the insurance industry in a negative way. Weather, unemployment, housing prices, and shipping rates have no effect. You can sleep well at night knowing there will always be customers.

In 2019, net premiums for the insurance industry totaled $1.32 trillion in the US. There is a huge amount of money spent on insurance annually. Being a part of a franchise-style business gets you in the front door. You get a leg up with expert advice and a tried and tested business formula to help you start making money from day one.

Compass Has Your Back

When you become a part of the Compass family, you’re not left on your own. From day one, we help provide you with everything you need to succeed.


State-of-the-art technology allows your team to feel confident on the phone. Our tech makes closing leads and keeping organized simple. You save time, and your team is never frustrated trying to figure out how systems work because everything functions how you expect it to.


You can count on the support of our expert marketing team. We have expert knowledge and insights into markets all over the US and pass this on to you. Our advice helps you steer and lead successful marketing campaigns with material ranging from brochures to emails.


We provide you and your team with ongoing education and support. You and your staff will hit the ground running with a complete understanding of the products you are selling and the ability to answer any of your customers’ questions. We teach you productivity and sales tips that will keep your team running smoothly.

Compass Insurance BranchBranchRETAIL AGENT
Insurance Experience RequiredMM
Startup FeeDependent on size of operation, with NO feesTypically $50,000 in fees
Work RemotelyNSometimes
Ability to Grow Your Own BusinessNM
Test New Markets Risk-FreeNM
Choose the Best Carrier for the ClientNM
Contract Term5 Years?
Holistic Business SupportNM
Done-For-You MarketingNM
Sales QuotasMN

Low Startup Costs

Startup costs can be prohibitive with some franchises. Not with a Compass Insurance branch office. Begin your dream with as little capital as possible*, not hundreds of thousands like some franchises require. Whether you’re tired of playing by another agency’s rules or dream of owning your own business, our low risks, low costs, and high returns make it a no-brainer.

When Does Your Journey Begin?

*Start-up costs and fees may vary depending on location and size of operation. Please review with a Compass branch advocate.