The Testamento experience finally available for general agents, brokers and independent financial advisors
The Testamento experience finally available for general agents, brokers and independent financial advisors
Discover now Testamento Pilot, our new offer dedicated to general agents, brokers and independent financial advisors, finally available.
The digital revolution has arrived to transform your sales approach and optimize it.
Do you want to multiply your opportunities and secure your business ?
You’re in the right place!
An innovative sales and advisory approach to stand out
An innovative sales and advisory approach to stand out
Through a client discovery questionnaire, PILOT offers a comprehensive wealth analysis and generates a detailed report.
With personalized recommendations presented as risk cards and solutions, PILOT serves as a valuable tool for educational advice and wealth planning.
Features for your regulatory compliance
Two solutions in your firm’s colors, to ensure the compliance of your processes: customizable, ready-to-use templates for client onboarding and engagement letters are at your disposal. With integrated electronic signature, everything is digitized.
A sales support and Client discovery tool
A tool that allows the client, in just a few minutes and in an educational manner, to become aware of deficiencies and risks in their personal insurance coverage, in a quantified and personalized way.
An option for managing your clients' beneficiary clauses.
You can autonomously assist your clients both with their existing and new contracts. Pedagogical contextual assistances appear throughout the beneficiary designation process.
A new digital experience with multiples opportunities
A new digital experience with multiple opportunities
► Advanced customization for your company (logo, colors, marketing description, legal mentions, choice of insurance products…)
► DER and engagement letter with electronic signature
► Unlimited “Family and Protection Assessment” diagnostics with PDF report creation
► Optional Self-Employed Worker Module
► Drafting of beneficiary clauses (standard, free, split…) ensuring compliance and security, optional.
Discover our video to learn all about PILOT
Discover our video to learn all about PILOT
In this 120-second video, we summarize the value proposition of the Testamento Pilot digital solution for you!
Request a free demo now !
Request a free demo now
Testamento Pilot "Starter"
Basic package for your advisors,already including exclusive features !
- SaaS access to the back-office tool and support
- DER and engagement letter with electronic signature
- Unlimited "Family and Protection Assessment" diagnostics
with PDF report generation - Advanced customization for your company
Testamento Pilot "Plus"
All the "Starter" package features, as well as other exclusive functionalities.- All the features included in the Testamento Pilot "Starter" package
- Integrated self-employed worker module in the sales tool to address specifically business owners.
- Beneficiary clause drafting module
- Custom API integrations
What they think about Testamento Pilot
What they think about Testamento Pilot
You will discover here the feedback from three of our pioneering members of the Testamento Pilot Club, who have been able to test our solutions in recent months:
"Testamento Pilot is a great way to secure client meetings, save time in sales, provide a safety net to ensure essential points aren't overlooked, and to focus on the client's interests (...)."
"This tool allows us to anticipate our sales process needs, as well as compliance requirements inherent in our profession. (...) It's a tool that enables us today to provide sound advice to our clients, to understand them well, and to be efficient both in terms of the quality of advice and in terms of commercial output (...) and to have a real added value to offer to our clients."
"This solution brings a simplification of savings, based on the preliminary report prepared by the advisor through information gathering. This allows for a better understanding of the client, delivering a clear, precise, and effective solution."
Insurers, mutuals, and wealth management professionals they trust us !
Insurers, mutuals, and wealth management professionals they trust us !
The specialized newspapers talk about us
The specialized newspapers talk about us
Virgile Delporte, President and Co-founder of Testamento, gave an interview to FinMag.fr on September 5, 2023.
“The 1,300 commercial advisors of Generali France’s Employees network can offer their clients and prospects (particularly families and seniors) a free and simplified diagnostic service. It represents a first step in preparing for the transmission of their wealth.”
PILOT, a solution designed to connect with all market softwares
PILOT, a solution designed to connact with all markets softwares
Our approach to data is simple: everything you do through Testamento Pilot belongs to you.
And all the information collected from your prospects and clients is easily transferable to your everyday tools.
Indeed, our solutions are compatible, for example, with the online tool Zapier, which allows you to connect to thousands of software applications (such as Pipedrive, Zoho, Salesforce, Woo…).
Discover Testamento Pilot now !
Discover Testamento Pilot now !
Testamento ?
It's us !
Testamento ?
It's us !
Behind Testamento, there is a passionate and cohesive team working to create robust, high-performing, secure digital solutions and to assist each client as they deserve.
