The Testamento experience, available for brokers and wealth management advisors

Discover now PILOT, our new offering dedicated to life insurance brokers and general insurance agents, finally available.

The digital revolution is here to transform your commercial approach and optimize your business.
Do you want to amplify your opportunities and secure your business?

You are in the right place!

An innovative commercial and advisory approach to stand out

Through a client discovery questionnaire, the PILOT tool provides a comprehensive wealth analysis and generates a detailed report.

With personalized advice presented in the form of risk (concern) cards and solutions, PILOT positions itself as a valuable tool for educational consulting and wealth planning.

A sales support tool

Features for your business’ compliance

Two solutions tailored to your firm’s branding to ensure the compliance of your processes : customizable ready-to-use models for client onboarding and engagement letters are available. With integrated electronic signature, everything is fully digitalized.

A sales support and client discovery tool

A tool that allows the client, in just a few minutes and in an educational way, to become aware of gaps and risks in their personal insurance coverage, with quantified and personalized results.

A tool for managing your clients’ beneficiary clauses

So that you can independently assist your clients with both their existing and new contracts. Educational contextual aids appear throughout the beneficiary designation process.

“The sales support tool included in the Testamento PILOT offering makes it very concrete and simple to translate client needs into business opportunities !”

Member of the Testamento PILOT Club

A new digital experience with multiple sides

Advanced customization for your firm (logo, colors, marketing description, legal mentions, choice of insurance products…).

Client onboarding document and engagement letter with electronic signature.

Unlimited “Family and Protection Assessment” diagnostics with PDF report creation.

Self-employed worker module, optional.

Beneficiary clause drafting (standard, free, dismembered…) ensuring compliance and security, optional.

Discover our video to learn everything about PILOT

In this 120-second video, we summarize the value proposition of the Testamento PILOT digital solution !

Request a free demo now !

94.8€ Including VAT / month / user

SaaS access to the back-office tool and support
Client Onboarding Document (DER) and letter of engagement with electronic signature
Unlimited "Family and Protection Assessment" diagnostics
with PDF report generation
Advanced customization for your firm

Pour Débuter

All the features included in the
Testamento PILOT Core offer.
Module Self-employed worker module with Kanonic
integrated into the sales assistance tool specifically
addressing business owners. €22.8 VAT included/month
Beneficiary clause drafting module
Custom API integrations
Detect Pro・36€ including VAT/month

Insurers and wealth management professionals, many rely on us !

Here, you will find feedback from three of our pioneering members of the Testamento PILOT Club, who have experienced our solutions over the past few months :

"This tool allows us to anticipate both our sales approach needs and the compliance requirements inherent to our profession. (...) It’s a tool that enables us to truly advise our clients well, understand their needs deeply, and achieve efficiency, both in terms of the quality of advice and commercial outcomes (...) while offering a genuine added value to our clients."

Pierric Aupoil

Président de Uptimi Conseil - courtier en assurances

"Testamento Pilot is a great way to secure client meetings, save commercial time, have a safety net to ensure no key points are overlooked, and focus on the client's main areas of interest (...)."

Mathieu Berthaud

Directeur Général de MonPartenairePatrimoine.com

"This solution simplifies savings and the report created by the advisor through the information collection process. It helps to better understand the client and deliver a clear, precise, and effective solution."

Romain Kebdani

Agent Général d'assurance exclusif AXA Prévoyance et Patrimoine

With recognized expertise and collaborations with industry leaders, we build innovative solutions every day to address your challenges.

PILOT, a solution designed to integrate with all market tools

Our approach to data is simple : everything you do through Testamento Pilot is yours. All the information collected from your prospects and clients is easily transferable to your everyday tools.

Indeed, our solutions are compatible with the online tool Zapier, which allows connection to thousands of software (Pipedrive, Zoho, SalesForce, Woo…).

Benefit from dedicated support and tailored training to maximize the impact of our tools.

Discover Testamento PILOT without further delay !

Testamento ? It's us !

Behind Testamento Pilot, there’s a dedicated and passionate team working to create robust, high-performing, and secure digital solutions, while providing the right support to each client.