Broker-Dealer E&O Liability Insurance Claims Defense

Five hundred billion dollars.  That’s how much money the global commercial real estate vertical is expected to lose this year and broker-dealers will be part of the pool of targets for paying the bill, so broker-dealer E&O liability insurance claims defense is a big issue in the CRE finance vertical and will continue to be for the foreseeable future.  E&O liability insurance claims defense is reactive by nature, but what of a proactive approach to reducing E&O liability claims exposure by eliminating the source of the claims – CRE property business operating failures?

INVIZEN offers the first end-to-end solution that is designed to provide a proactive solution to the entirety of the E&O liability insurance cost issue for carriers, broker-dealers, RIAs and asset managers.  INVIZEN focuses on addressing market risk – as the term defines the systemic risk owing to a market economy where advances in technology create asset obsolescence that, in turn, creates investment loss severity risk that plays out in every market, every business day.  INVIZEN is designed to accomplish the following goals:

  • Provide a proactive restoration of economic opportunity to help avoid investment loss by re-positioning or redeveloping a given asset before the loss severity risk rises to a materially-significant level; and
  • Provide the means of preventing future claims by providing advance warning of market disruptions that could lead to a materially-significant reduction of market opportunity for revenue capture owing to a specific CRE property operating business’ local market conditions; and
  • Provide the means to proactively identify potential events and challenges that could lead to the most common administrative foreclosure default events that lead to future claims; and
  • Provide the means of FINRA due diligence compliance to the most critical part of the entire due diligence function – confirming the nature of the ongoing future income stream opportunity for the entire investment holding period on a proactive, real-time basis using our exclusive monitoring approach.

There is so much more to what INVIZEN can do for liability insurance claims severity risk reduction and if you don’t have it, then you are going to have to face the consequences of competing against those who do have it.  Find out why this affordable solution may be the solution you have always been looking for, but not been able to find until now.  Call us during normal business hours M-F at 832.663.9634 to find out more.