Your direct business, individually scaled. No code.
Sales units that bring their own products to customers without brokers need efficient sales processes all the more. Quentinn guides your direct client through every inquiry, connects underwriting directly and makes every direct business scalable.
The reality for direct sales.
Sales units that bring their own products to customers without brokers mostly work in Outlook and spreadsheets. Cases get lost in inboxes, HQ has no real-time view, and scaling means more chaos instead of more business.
With QuentinnQuentinn guides the field team through every inquiry, connects underwriting processes simply and directly, and makes the business scalable. Growth no longer depends on sales headcount. Underwriting is intelligently steered right from the inbox.
Why direct sales work with Quentinn.
Guided field sales
Every inquiry runs through your own flows instead of email and Excel, customisable via a no-code interface.
Underwriting integration
Own and partner products connected directly to underwriting. No API chaos.
Scalable direct business
Add new locations, teams and products without switching tooling.
Control & audit
Processes are fully audited. Selection reporting for active sales and product steering.
Where Quentinn makes the difference for direct sales.
From first contact to closing: concrete day-to-day tasks that Quentinn makes faster, more structured and more comparable.
- 01
Guided acquisition
Every advisor starts the inquiry through a guided flow in the sales unit's branding, right at the client or the client themselves. Required fields and plausibility rules ensure every case is captured completely, no matter how experienced the advisor is. From minute one you get a clean, comparable data record instead of a loose email, already aligned with back-office review.
- Own branding instead of an anonymous form
- Required fields prevent incomplete cases
- Individual extensions (no code)
- Uniform data record across all advisors
- 02
Data checks
Management accounts, balance sheet and annual statements are uploaded during the meeting and evaluated automatically. Ratios and credit indicators are available instantly, so the advisor can give a substantiated assessment during the conversation instead of taking documents away for later review.
- Automatic evaluation of accounts & balance sheet
- Credit indicators in real time
- Assessment already during the client meeting
- No downstream document back-and-forth
- 03
Direct underwriting connection
Own and partner products are connected directly to the flow. The completed inquiry goes to the relevant underwriters without a media break, and queries and quotes come back in the same case. No re-typing, no back and forth between inboxes.
- Own and partner products in one system
- Queries directly on the case
- No media break between stakeholders
- Quotes return in a structured way
- 04
Closing & electronic signature
Once the decision is made, the policy is signed electronically inside the case. All documents, approvals and status changes are archived completely, the entire closing stays audit-firm in one place, without a separate signature or filing workflow.
- Electronic signature inside the case
- Complete, audit-firm archiving
- No separate filing workflow
- All approvals documented
- 05
Control & team reporting
Centrally analysed volume, conversion and selection reporting per team and advisor in real time in one dashboard. Bottlenecks and well-performing flows become visible early, new locations and products can be connected without switching tooling, and direct business becomes steerable and scalable.
- Track volume & deal flows
- Selection reporting
- New locations/teams without tool changes
- Manage resources
Frequently asked questions.
How quickly is an in-house field team ready?
Intake flows come preconfigured and can be adapted to your products and brand with no code. A team is typically productive within a few days, without an IT project or switching your existing tools.
How are own and partner products connected to underwriting?
Own and partner products connect directly to underwriting; inquiry, review and response run in one system. New products or locations are added without API chaos or tool changes.
What insights does HQ receive?
Volume, conversion and risk position are visible per team and advisor in real time. Selection reporting supports active sales and product steering; every case is fully auditable.
What about data protection and security?
All documents and personal data are processed encrypted on servers in Germany. Permissions and visibility are controlled per role and location, approvals are signed digitally and in a legally binding way, and every status change is documented.