1. Apply Online
Navigate to our online application to see if Rezzy is a fit for your business.
2. Tailor Your Solutions
Our expert team will walk you through our process and services to ensure you are set up for success.
3. Execute
After designing your gameplan, the next step is to execute. With our team and platform, there's no excuse.
Do what you do best.
We'll do the rest.
Processing
When you're not processing your files, you're doing more business. We believe in 5-star, white-glove service that keeps customers and referral partners coming back. We'll handle your customer from lead to life.
Marketing
Getting people to see you in today's world is as tough as ever. That's why we support you with social media support, branded materials and the key to unlock dedicated marketing reps for your business.
Compliance & Licensing
Navigating licensing, reporting and compliance can be tough. We ensure that you are set up for success, protected and compliant in all aspects of the business.
Tech
We believe that great technology leads to efficient, effective processes. We'll tailor your technology to your needs and make sure it works to help you scale your business.
HR, Payroll & Admin
People management, payroll and administrative tasks are some of the biggest time-sucks. However, they're necessary to run a fluid and successful business. Our team of experts knows the industry. Along with recruiting and hiring, we'll also keep your business organized and time-suck-free.
Finance
Access on-demand, best practice financial statements, expense benchmarks, and monthly financial reviews with your Fractional CFO alongside real-time decision-making tools.
Coaching Community
On-demand access to growth strategies, coaching and brainstorming sessions are deeply undervalued by low producers. But... you're not aiming to be a low producer.