PDF tools for insurance brokers and intermediaries

1 min read·27 July 2026

Insurance brokers process policy documents, claims reports, coverage overviews and advisory reports. PDFrust makes managing insurance portfolios straightforward.

Compile client dossier

Inventory form, risk analysis, policy schedules and premium overview are combined per client for the insurance advisory dossier.

Bundle claims dossier

Claims notification, expert report, police report, quotes and claim settlement decision are combined per claim for the insurer.

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Distribute coverage overview

All current policies, sum insured and exclusions are summarised per client as a handy one-page overview for the annual advisory meeting.

Document renewal

Renewal proposal, premium changes, updated policy schedules and acceptance decision are bundled per renewal for the renewal administration.

Archive compliance dossier

Service document, client profile, suitability assessment and advisory report are combined for regulatory file-keeping requirements.