Broker identifies a selected commercial account or client segment.
The starting point is a client relationship where operating dependencies matter and advisory support could be useful.
How it works
How Mandjet turns broker introductions into client-ready advisory support.
The process is high-touch and broker-led. Mandjet supports the operating work behind the scenes so the broker can bring clearer risk insight back to the client.
Mandjet helps frame the advisory offer under the broker’s brand.
The broker keeps the relationship while Mandjet supports the positioning, intake path, and review structure.
Client completes intake or provides account context.
Mandjet gathers the operating details, supporting files, and client context needed for a focused review.
Mandjet reviews dependencies and prepares broker-led outputs.
The work focuses on interruption exposure, supplier or vendor concentration, site vulnerability, and practical next steps.
Broker leads the client conversation.
The broker brings the client a clearer view of risk and a stronger reason to engage before renewal.
Mandjet supports follow-up and renewal preparation.
Broker-approved touchpoints, document follow-up, status updates, and renewal prompts keep the advisory relationship active.
Delivered under the broker’s brand
White-labeled delivery supports the advisory story. It is not the story.
The client-facing experience can use the broker’s brand, including a broker-branded risk services page, magic-link portal, email touchpoints, intake forms, document requests, and status updates. Mandjet works behind the scenes while the broker keeps the relationship.
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.