Broker launch
Broker-Branded Advisory Launch
For brokerages that want a branded risk services front door, intake path, email touchpoints, and client tracking.
Who this is for
- Brokerages that want to offer advisory support under their own brand
- Teams launching with selected commercial accounts first
- Firms that want client-facing structure without publishing a public software story
Business types that fit
- Broker-selected account segments
- Commercial clients with operating dependencies
- Accounts where client retention and advisory differentiation matter
Branded rollout checklist
White-labeled delivery belongs here: as proof that the broker stays in front.
What Mandjet analyzes
- Launch positioning
- Account selection
- Client-facing touchpoints
- Broker handoff points and follow-up cadence
What the client gets
- A branded advisory path from the broker
- Clear intake and document requests
- Status and next-step communication
How the broker uses it
- Introduce a serious risk advisory capability
- Keep the client relationship under the broker brand
- Create a repeatable path for selected accounts
What Mandjet handles behind the scenes
- Mandjet supports the branded risk services page
- Configures intake and touchpoint structure
- Prepares review and follow-up operating support
Next step
Bring risk advisory into selected commercial relationships.
Start with a broker call to identify the first account types worth reviewing and the right advisory path.