Account screening
Commercial Account Risk Screening
For brokers who want a fast review of selected accounts with hidden operating dependencies.
Who this is for
- Brokers reviewing a book of commercial accounts
- Teams deciding which clients should receive advisory outreach first
- Accounts where revenue depends on facilities, suppliers, utilities, equipment, logistics, or continuity assumptions
Business types that fit
- Hospitality groups
- Food and beverage businesses
- Distributors
- Light manufacturers
- Contractors
- Multi-location operators
Example account scan
Red flags that move an account from quote-only to advisory-worthy.
What Mandjet analyzes
- Revenue-critical dependencies
- Obvious interruption red flags
- Known site, vendor, utility, logistics, and equipment concentration
- Signals that a deeper review may be warranted
What the client gets
- A focused reason for advisory follow-up
- A clearer view of which operating dependencies may matter
- A practical path toward deeper review when needed
How the broker uses it
- Prioritize accounts before renewal
- Open a useful risk conversation
- Separate strategic clients from ordinary quote activity
What Mandjet handles behind the scenes
- Mandjet structures the account scan
- Organizes red flags for broker review
- Prepares outreach framing and next-step recommendations
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.