Ownership rights
What can you retain, transfer or sell? Check the conditions attached to your client relationships.
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For licensed insurance agents
You already know how to produce. Decide what you’re building.
Compare your current arrangement and ours on the questions that matter: ownership rights, compensation, practical support and the path to building a business.
Free worksheet. No appointment or email required.
The comparison
Four areas. Your priorities.
A practical way to record what is documented, identify unanswered questions and weigh the trade-offs for your business.
Compensation in context
Compare the level available to you, business costs, renewals and payment conditions.
Room to build
Understand advancement requirements, leadership responsibilities and coaching capacity.
Support you can use
Look at who helps with live cases, when they are available and how questions escalate.
How it works
Use the same questions. See the details side by side.
Begin with the one or two issues that could change your decision. There is no need to answer every question in one sitting.
1
Record both arrangements
Use your existing terms and our applicable terms.
2
Show what supports each answer
Mark answers Documented, Reported or Unknown. A missing answer does not establish a disadvantage.
3
Choose a considered next step
Stay, request more evidence, or explore a possible move.
Before you begin
A few useful answers.
Do I need to book a call?
No. You can use and print the worksheet without giving us contact details or requesting a review.
Is this an independent comparison service?
No. This worksheet is prepared by the Friendly Finances team. It is an invitation to evaluate our platform using the same questions as your current arrangement. Record strengths and trade-offs on either side.
Will my existing business transfer?
Do not assume it will. Check your existing agreement and the applicable proposed terms, including renewal, departure, transfer and sale conditions.
Does a higher commission rate mean a better result?
Compare equivalent business, the level available to you and the relevant costs and conditions before drawing a conclusion.
Do I need to be ready to move?
No. You can use the worksheet while staying where you are. Your next step may simply be to request more evidence.
An optional conversation
Your questions. A focused review.
Want to discuss what you found? Share your professional context and the question you want to resolve, and we’ll let you know whether a review fits.
- The business goal you want to work toward
- The terms you are comfortable discussing
- The answers you still need before considering a change
Requesting a review does not commit you to changing agencies. The opportunity is commission-based and includes personal production and team-building. Please leave client-identifying information out of your request.