Goosehead Insurance (GSHD) Investor presentation summary

Company overview and market opportunity

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

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

• Franchise-based model with 82% of written premiums from franchises and 18% from corporate channels.

• Achieved $4.6B in trailing twelve months (TTM) total written premiums and $93M in Q1 2026 revenue.

• Maintains industry-leading client retention at 85% and a Net Promoter Score of 72.

Growth strategy and distribution

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

• Franchise network spans 43 states with 956 operating franchises and 2,150 franchise producers.

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

• Strategic partnerships with financial institutions, mortgage servicers, and real estate brokerages expand reach and TAM.

• Enterprise sales agents drive new business through centralized offices and digital partnerships.

Technology and client experience

• Proprietary tech stack powers targeted marketing, lead conversion, and seamless client experience.

• Mobile app consolidates policies, streamlines renewals, and provides real-time guidance.

• Digital Agent platform enables end-to-end digital binding, multi-carrier shopping, and human support.

• AI and proprietary data drive risk management, compliance, and scalable distribution.

• Service center delivers multi-channel support, high NPS, and best-in-class digital tools.