Fusing tax preparation, business entity formation, and insurance services all under one roof, JCI Agency is a unique approach to essential business needs! Our team understands the power of our offerings and works hard to educate our clients on how to leverage our suite of services to better their business — financial literacy education is at the forefront of all we do! Benefit from decades of wisdom, our streamlined processes, and our support team as you build and scale your very own JCI Agency. We’re veteran-owned!
Unlike other companies, JCI Agency emphasizes education first and the sale second, ultimately earning you more referrals, cross-sales for each client, and lifelong customers. Our system allows for easier entry in our main business areas without needing to be personally licensed in each one — property and casualty insurance, health and life insurance, tax preparation, and business entity formation. Whether you are choosing to vertically scale an existing insurance or tax business by offering new services, or you are starting a JCI Agency as a first step, our processes are all there at your fingertips. Plus, we offer franchisee incentives for seniors, first responders, and veterans.
JCI Agency gives you the tools to be a one-stop-shop for business essentials! Our services are impermeable to economic lows, giving you a sure-footed path to future financial stability. Invest in yourself, better your community, and build a legacy! Fill out the form below to get started.
The initial franchise fee is $35K and the minimum estimated cost is around $67K including the franchise fee. Financing options available with a 10K minimum deposit!
We’ll help you navigate business ownership in every aspect, from initial training to back office procedures. Our franchise includes comprehensive dual-phase training and refresher training throughout the life of your franchise.
We are looking for business-minded, sales-driven individuals who understand how to build long-lasting relationships! It’s important that you share our vision for education first, sales second. You must meet the financial requirements to become our franchise partner.
HOW WE SUPPORT
Operational Support: Our support team is here to help throughout the entire franchise journey! Support includes unit operations, maintenance, customer-service techniques, product ordering, pricing guidelines, and administrative procedures.
Through our military background and franchise experience, we bring a unique focus to unreached populations and untapped markets. Receive social media strategies that include knowledge-driven content to better increase financial literacy for your audiences. Gaining referrals is key!
Ongoing Research and Development
Our team continues to find new ways to be better and enhance our services. As we discover ways to operate smoother and to increase profitability, we’ll share our knowledge with you!
The First Step to JCI Agency Ownership
Our team wants to hear from you! To get started, fill out the form and let us know your level of interest.
The JCI Agency Team Meets You!
Our team wants to get to know you and wants you to get to know us. We can schedule a virtual or in-person meeting to introduce ourselves and answer any questions you may have.
The JCI Agency Difference
JCI Agency invites you in for an up close and personal look at our operation. Discovery Day is the time to ask questions and get a feel for how JCI Agency is operated.
Next, our team will send you a copy of the JCI Agency Franchise Disclosure Document (FDD) for your review. You will have 14 days to review the document.
Apply For Financing
After the FDD review, this is the time to apply for financing if needed!
Your Ownership is Official!
Once we have all decided to move forward, you will review our FA (franchise agreement), sign the appropriate documents, and make your franchise ownership official. You are now a JCI Agency franchise partner!
In-Depth Training Starts Here
Our dual phase training program will kick you off right! We will train you in every aspect of the business to make sure your business is steered towards success.