Testamento and Groupe UNMI, the National Interprofessional Mutual Union, are proud to announce a new partnership to make beneficiary designation accessible to all their clients, tailored to each situation, for all their insurance contracts, whether individual or collective.
Beneficiary, a unique technological solution tailored to Groupe UNMI’s needs
Beneficiary is a unique technological solution designed to address the regulatory and cost challenges of beneficiary clauses, featuring a proven digital process that easily offers beneficiary clauses adapted to the real needs and concerns of clients. This allows for a departure from the “standard clause” era, which prioritizes the spouse first and the children second.
Groupe UNMI benefits from Testamento’s entire technological platform, which includes a central beneficiary designation solution, along with two white-label extranet solutions:
- A portal for administrators: allowing them to configure the platform and search for clauses in the event of a claim with just a few clicks.
- A secure space for clients: enabling them to easily check, confirm, or update their beneficiary clause at any time, 24/7.
Groupe UNMI has made intensive use of Testamento’s APIs, enabling the automation of a wide range of tasks, making it an industrial-strength tool from the very start.
No one says it better than Groupe UNMI…
“This project is fully aligned with the Group’s digitalization strategy. We identified Testamento’s Beneficiary solution as early as 2022, as managing beneficiary clauses was a key challenge for customer experience and compliance in our individual and group insurance products. The support provided by Testamento’s teams, from the project’s inception to its production launch, was extremely high-quality. I would like to highlight their responsiveness and expertise.” says Anthony DELVIGNE, IT Services Director at Groupe UNMI.
A big thank you to Groupe UNMI for their trust
Virgile Delporte, co-founder and president of Testamento, adds:
“We are extremely proud of this partnership with Groupe UNMI, an institution that shares our vision of modernizing the insurance sector. This collaboration perfectly reflects our commitment to providing technological solutions that are both powerful and accessible, addressing the complex challenges of managing beneficiary clauses in a constantly evolving regulatory environment. The Groupe UNMI team has been incredibly proactive and dedicated, which allowed us to achieve one of the fastest and most successful implementations in our history. We look forward to continuing our collaboration.”
