For insurance brokers

Disability income consultations that start prepared

Occupation, income, desired benefit, existing cover: your enquiry flow gathers the key data before the first conversation — you go straight into advising instead of burning two calls on data intake.

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~2 Telefonate fewer per prospect before the actual consultation can begin

The disability income first contact today

"I am interested in disability cover" — nothing else

The typical enquiry through your contact form has exactly one sentence. No occupation, no income, no idea about the benefit amount. You do not even know whether you are dealing with an office clerk or a roofer — worlds apart in disability insurance.

Two phone calls before advice is possible

First scheduling, then data intake, only then the actual advice. Disability cover is explanation-heavy as it is — if basics eat the first appointment, you need three sessions to reach a recommendation. Many prospects drop off before that.

Seriousness unknown

Disability advice costs you hours. But which prospect is serious, and who is just browsing? Without key data you can neither prioritise nor judge whether budget and expectations even match.

From one-liner to prepared consultation

  1. 1

    Tailor the flow to your advisory process

    Build the flow with AI support in minutes: occupation with task description (desk share!), year of birth, income, desired monthly benefit, existing cover, smoking status, preferred appointment. Every question in your tone, with help texts.

  2. 2

    Prospects deliver key data in 5 minutes

    One per screen on the phone, with conditional logic: self-employed prospects get different income questions than employees, civil servants the question about specific clauses. A calculator can suggest an orientation benefit from net income.

  3. 3

    You start meeting one with the recommendation in sight

    The enquiry lands structured in your dashboard with instant notification. You see occupation group, income and desired benefit before the first conversation — and use meeting one for what your expertise is about: education, context, strategy.

Built for the disability income first contact

Conditional logic

Employed, self-employed or civil servant — each group automatically gets its matching follow-up questions.

Benefit calculator

Derive an orientation benefit from net income — as a thinking aid, the final figure is settled in your meeting.

Confidential by design

Income data stored tenant-isolated, transferred encrypted, optionally password-protected.

Hosted in Germany + DPA

GDPR-compliant on German servers, Art. 28 DPA included — no US-cloud detour for financial data.

Save and resume

Anyone wanting to look up their income first resumes later via the same link — the enquiry is not lost.

AI generation in 30 seconds

Describe your first-contact process in one sentence — the first draft is ready before your coffee cools.

Cheaper than any purchased lead

Free to try (3 forms, 100 responses/month). Pro for your own lead flow: unlimited forms, your branding, AI included — €12/month, €9/month annually.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

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Questions from disability advisory practice

Is this an anonymous pre-assessment enquiry?
No — this is the advisory first contact: a prospect registers for a consultation with their key data. The anonymous pre-assessment with health details sent to insurers is a separate, later process step with its own requirements — we cover it with a separate template. Keeping both flows apart is also the professionally correct approach.
Does the form ask for health data?
Deliberately not — and we advise against it. Health questions belong in the pre-assessment and the application, where pre-contractual disclosure duties apply and you guide the prospect. For first contact, occupation, income, desired benefit and existing cover suffice. That keeps the barrier low and the data processing lean.
How secure are income details with Questee?
Hosted exclusively in Germany, encrypted transfer, tenant-isolated database, Art. 28 GDPR DPA included. Income and occupation data thus sits neither in US clouds nor as plain text in email threads — something you can openly state on your website as a trust argument.
Why not buy leads from a lead portal?
Purchased leads are expensive, often sold multiple times and cold — you compete with other intermediaries from second one. Your own enquiry flow on your website catches prospects who already found you: warmer, exclusive and without a per-lead price. The form is your own lead channel, not a marketplace.
What should the first enquiry ask?
Proven set: occupation with a short task description and desk share (decisive for occupation-class rating), year of birth, employment status, net income, desired monthly benefit, existing cover, smoking status and preferred appointment. Five minutes of effort for the prospect — hours saved for you.
Does such a flow not deter prospects?
The opposite, if you state the benefit: "5 minutes so your first meeting goes straight into depth." Anyone unwilling to invest five minutes would never have completed the advisory process anyway — the flow acts as a gentle seriousness filter and raises the quality of your appointments.
Can I embed the form on my brokerage site?
Yes — embed it directly on your website or as a popup behind a "request a consultation" button. With Pro the flow runs under your own domain, with your logo and colours — to the prospect it is part of your presence, not a third-party tool.

Your next first consultation starts on substance

Set up the enquiry flow, embed it on your site, run prepared meetings. Start free — no contract.

Create your enquiry flow