A client experience that keeps your brokerage in front.
Clients use a branded portal for intake, document requests, status, and next steps while the broker relationship stays clear.
Broker-branded risk advisory support for commercial insurance partners
MandjetWhat your brokerage gets
Mandjet helps brokerages add a risk advisory service line with client-facing intake, review workflow, communication support, and deliverable preparation handled behind the scenes.
Structured context without chasing scattered emails.
Mandjet helps collect the account context, supporting documents, and follow-up details needed for selected commercial risk reviews.
Client-ready summaries for broker-led conversations.
Brokers get a focused workspace for activity tracking, review status, communication approval, and renewal follow-up prompts.
Behind-the-scenes support
The point is not another tool to babysit. The point is more advisory capacity for selected accounts without building a team from scratch.
Risk intake designClient communication workflowsReview preparationBroker-branded portal setupEmail and domain setupDeliverable workflowAccount follow-up support
Start with one advisory workflow.
Use a discovery call to map the first client workflow, the account type, and the right broker-branded experience.