Thirty minutes. You'll see how transactions are reviewed against your brokerage's standards, watch the carrier report generate, and get your pricing question answered.
Transactions that violate one of your standards are flagged for review, with the specific violation stated. Compliant transactions require nothing from you.
Time-stamped receipts, disclosure timing, item-by-item acknowledgments — generated in front of you. If the record is incomplete, it says so instead of papering over it.
Your roster, your sides, your deductible — you'll leave knowing what CloseReady costs your house.
The designated broker, plus whoever owns compliance day to day. Running multiple offices? Bring the manager whose office worries you most — the demo is better with a hard case in it.
A short brief on where brokerage E&O exposure actually comes from, with a sample page of the carrier report — the record your carrier would want to see.
Download the PDFFounding brokerages get preferred pricing for 12 months, in exchange for feedback, a case study, and honest numbers about the time it saves. Limited seats.