Recurring monitoring and advisory
Monitoring Advisory
Recurring monitoring and advisory support with watchlists, triggers, news updates, policy change tracking, and account-specific follow-up.
A recurring service family for clients with changing operational exposure, where Mandjet monitors relevant developments and advises on mitigation actions and emerging opportunities.
When this service is useful
- Retention work
- Portfolio monitoring
- Larger accounts
- Clients with changing exposure
Advisory note
Mandjet provides informational and advisory services only. We do not sell, place, underwrite or price insurance.
What Mandjet reviews
A focused view of the dependencies that matter and the output the partner can use.
Mandjet looks at
- Initial operating review
- Trigger list and watchlist topics
- Quarterly or monthly update cadence
- Change notices from the client or broker
What the partner gets
- Updated advisory brief
- Trigger log
- News and policy change updates
- Action priorities and opportunity notes
What the partner receives
Use this where a client's risk profile changes over time and the account team wants recurring monitoring, updates, and advisory value rather than a one-off review.
Boundary note
Mandjet provides informational and advisory services only. We do not sell, place, underwrite or price insurance and do not provide legal, engineering or financial advice.
Not for
- Claims management
- Policy servicing
- Premium promises
- Coverage placement
Give your commercial clients a clearer risk conversation.
Start with a partner conversation and we will scope the right review depth for the account.