Solutions for Insurance Agencies — Portfolio & Risk Analysis
Optimize your client portfolio, analyze risks professionally and boost your team's productivity. Advanced tools for agencies that want to stand out in the insurance market.
Client portfolio difficult to analyze systematically.
Team with inconsistent methods and variable results.
Time wasted on repetitive manual tasks.
Difficulty scaling the business while maintaining quality.
Standardized analysis for the entire team.
Uniform processes and consistent results.
Automation of repetitive tasks.
Scalability without losing quality.
Solutions for Your Agency
Professional tools for analyzing risks of private and corporate clients
Quick Global
Ideal for your agency's corporate client portfolio. Analysis of over 20 risk categories, integration with certified business databases, AI territorial analysis and integrated CRM to manage the entire team's sales pipeline.
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Quick Family
Perfect for private clients and families. Complete family risk analysis, automatic damage and life coverage calculation, AI pension analysis. Every member of your agency can offer high-level consulting.
Learn moreHow It Works
Search the company or enter the VAT number and financial data will be automatically imported
Complete the guided questionnaire (10 min)
The system calculates risks and coverage
Generate the report and present it to the client
Results for Your Agency
Concrete numbers that make the difference
More clients managed per team member
On every client analysis
Increase in additional sales
Same standards for the entire team
Advantages
Save Valuable Time
- ⏱️From hours to minutes: What took hours of manual calculations is now automated in 10-15 minutes
- 📈More clients per day: Handle triple the clients in the same time
- 🎯Zero calculation errors: Certified algorithms for pension and insurance calculations
- ✅Always up to date: INPS coefficients, company databases and risk maps synchronized
Enhance Professionalism
- 🏆Impeccable reports: Graphically professional documents with your branding
- 🔬Objective analysis: Suggestions based on algorithms, not intuition
- 📊Visual priorities: Color coding for immediate gap understanding
- 📱Always available: Cloud-based, works from any device
Save Valuable Time
- ⏱️From hours to minutes: What took hours of manual calculations is now automated in 10-15 minutes
- 📈More clients per day: Handle triple the clients in the same time
- 🎯Zero calculation errors: Certified algorithms for pension and insurance calculations
- ✅Always up to date: INPS coefficients, company databases and risk maps synchronized
Enhance Professionalism
- 🏆Impeccable reports: Graphically professional documents with your branding
- 🔬Objective analysis: Suggestions based on algorithms, not intuition
- 📊Visual priorities: Color coding for immediate gap understanding
- 📱Always available: Cloud-based, works from any device
Your team more efficient than ever
Discover how insurance agencies are transforming the way they work.
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Frequently Asked Questions
Certified Training for Your Team
Invest in your agency's skills with Exsafe Academy certified training programs. Courses on risk management, insurance analysis and consultative selling techniques.
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Take Your Agency to the Next Level
Join the insurance agencies that have chosen Quick solutions to offer superior service to their clients. Request a personalized demo and discover how to increase efficiency, professionalism and revenue.