Custom Professional PDF Reports with Your Logo
Generate complete reports in one click with risk analysis, recommended coverage, existing policy comparison and mitigation plan.
Creating a professional risk analysis report requires hours of work: gathering data, formatting tables, creating charts. Many brokers present analyses on Excel sheets, losing credibility and sales opportunities.
Quick Global generates professional PDF reports with one click: customised with your logo, complete with risk analysis, recommended coverage, existing policy comparison and mitigation plan. Ready in 30 seconds.
See how it works→
Reports that impress clients and close contracts
Risk Analysis Report
The main report with complete analysis:
- Risk profile with traffic light charts
- Detail for each analysed risk category
- Exposure levels displayed with charts
- Prioritised recommendations for the client
Coverage & Gap Analysis Report
Detailed coverage document:
- Suggested limits for each coverage
- Comparison with client's active policies
- Insurance gaps highlighted in red
- Summary table with suggestions
- Recommended deductibles
Mitigation Plan Report
Document with risk reduction actions:
- Concrete actions for each identified risk
- Suggested priorities and timelines
- Estimated implementation costs
- Expected benefits in risk reduction
Complete Customisation
Every report reflects your professional identity:
- Broker's logo on every page
- Broker's personalised notes
- Section selection to include
- Professional cover with company data
Why choose automatic reports
| Aspect | Manual Reports | With Quick Global |
|---|---|---|
| Report creation time | 2-4 hours | 30 seconds, 1 click |
| Graphic quality | Generic Excel or Word | Professional PDF with charts |
| Customisation | Limited | Logo, colours and custom notes |
| Client impact | Amateur perception | Premium consulting perception |
Professional report generated in 30 seconds
Discover how automatic reports can impress your clients.
Request Free Demo→How it works in 3 simple steps
Complete the analysis
After completing the risk analysis questionnaire and coverage calculation, the report is ready.
Customise the report
Choose sections to include, add custom notes and verify your logo is uploaded.
Generate and download the PDF
One click and the professional report is generated in PDF.
Use Cases for Brokers and Insurance Agents
For the Insurance Broker
- Professional presentations to company management
- Documentation for insurance tenders
- Periodic reports for the client portfolio
- Support material for policy renewals
For the Insurance Agent
- Report to leave with the client after meeting
- Awareness letter with attached analysis
- Material for commercial follow-up
- Differentiation from competition
Complete and customisable reports
Professional PDF
Charts, tables and maps
With your logo
Custom branding
Generated in 30 seconds
One click and the report is ready
Ready to send
Email or immediate printing
What professionals say
PDF reports have changed how clients perceive my service.
I used to spend hours creating presentations. Now I generate a complete report in one click.
The gap analysis report is my most effective sales tool.
Join them
Request a demo and discover Professional Reports in action.
Professional Reports FAQ
Present reports that make a difference. Start today.
Discover how professional PDF reports can increase your conversion rate. Request a free demo.