Renewal support
Renewal Advisory & Client Touchpoint Support
For brokers who want structured advisory contact before renewal.
Who this is for
- Brokers who want useful client contact before renewal pressure
- Accounts that need document follow-up or updated operating context
- Teams that want advisory touchpoints without calling them marketing automation
Business types that fit
- Selected commercial accounts
- Renewal-sensitive relationships
- Clients with changing operations, suppliers, sites, or continuity assumptions
Client communication cadence
Broker-approved touchpoints keep advisory work active between renewals.
What Mandjet analyzes
- Client touchpoint timing
- Renewal preparation needs
- Missing account context
- Follow-up opportunities after a review
What the client gets
- Clearer requests from the broker
- Timely follow-up after a review
- Better preparation before renewal
How the broker uses it
- Stay in front of the client between renewal cycles
- Prompt the right documents or updates
- Turn review findings into ongoing advisory value
What Mandjet handles behind the scenes
- Mandjet prepares broker-approved touchpoints
- Tracks client activity where available
- Supports follow-up prompts and report-ready updates
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.