Broker introduces risk advisory service
The brokerage presents risk advisory as its own branded client service, focused on selected commercial accounts.
Broker-branded risk advisory support for commercial insurance partners
MandjetHow Mandjet works behind the scenes
Mandjet is designed for broker-led advisory. Your brokerage owns the relationship; Mandjet supports the intake, review preparation, and client follow-up path behind it.
Client completes branded intake
The client shares account context, documents, and priorities through a broker-branded intake and portal experience.
Mandjet reviews context behind the scenes
Mandjet supports the review workflow and prepares the account context for broker-led advisory conversations.
Broker receives a client-ready summary
The broker gets a practical summary, follow-up prompts, and next-step recommendations for the client conversation.
Client receives next steps through the portal
Client communication stays broker-branded, with status updates and broker-approved next steps.
Broker follows up before renewal
Mandjet helps create useful touchpoints before renewal season instead of waiting for the quote cycle.
Client-facing where it should be
Clients get a focused portal for intake, requests, status, and broker next steps. They do not need to understand the review operation behind it.
Branded intakeDocument requestsStatus updatesBroker next steps
Client workspace
Requests, documents, status
ContextFilesReviewBroker next step
RequestOperating locations2 pending
DocumentsCoverage and dependency filesUploaded
Next stepBroker reviewScheduled
Broker-led where it matters
Brokers keep control of the relationship, communications, and advisory conversation while Mandjet supports the review workflow behind the scenes.
Review queueClient-ready summaryCommunication approvalRenewal prompts
Broker review workspace
Review queue and follow-up
AccountSelected client reviewActive
SummaryClient-ready advisory notesDraft
Follow-upRenewal touchpointQueued
Map your first advisory workflow.
Start with a selected account type and a specific client touchpoint. Mandjet can help shape the intake, review, and follow-up path.