2-Minute Readiness Scorecard
Is your brokerage ready
to go independent?
Seven quick questions. No jargon. You'll get a readiness score, an estimate of what aggregation is costing you, and a clear next step.
0 of 7 answered~2 min
01
What's your annual settlement volume?
02
What commission split does your aggregator take?
03
How big is your trail book?
04
Are you in a lock-in contract?
05
How do you feel about your current CRM and tech?
06
What's your growth intent for the next 2 years?
07