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Testamento unveils its 2028 Strategic Plan and is accelerating its ambition to become the leading SaaS player in life and personal insurance and wealth management in France. Having achieved its profitability targets in 2025, obtained ISO 27001:2022 certification, and successfully
Testamento, éditeur de logiciels SaaS spécialisé dans l’assurance de personnes et le conseil patrimonial, annonce la publication de son Livre Blanc 2026 intitulé « 20 millions de clauses bénéficiaires obsolètes ou erronées : comment agir efficacement sur votre portefeuille ?
A few days ago, Testamento took part in a breakfast briefing organized alongside Deloitte on a topic that was once perceived as highly technical but has now become a major strategic issue for the entire insurance industry: the duty of
Testamento, a French insurtech specializing in SaaS solutions for personal insurance, announces that it has obtained ISO 27001:2022 certification, the international benchmark for information security. This recognition marks a strategic milestone for the company, confirming the robustness of its information
The beneficiary clause lies at the heart of every life insurance and personal protection contract. Yet its management remains one of the blind spots of the sector’s digital transformation. For insurers, mutual societies, and brokers, digitizing it is no longer
CERAP, a subsidiary of the Kereis Group (1,700 employees across 7 European countries), and the French insurtech Testamento announce the rollout of a major innovation for the temporary employment sector. Their collaboration has made it possible to implement a unique
Each month, our team curates a selection of key highlights from the banking and insurance world.In this 38th edition: a concise roundup of regulatory updates, ecosystem trends, and technological breakthroughs shaping the industry. A focused briefing designed to get straight
Each month, our team curates a selection of key highlights from the banking and insurance world.In this 37th edition: a concise roundup of regulatory updates, ecosystem trends, and technological breakthroughs shaping the industry. A focused briefing designed to get straight
Each month, our team curates a selection of key highlights from the banking and insurance world.In this 36th edition: a concise roundup of regulatory updates, ecosystem trends, and technological breakthroughs shaping the industry. A focused briefing designed to get straight
Testamento launches the first large-scale beneficiary clause analysis solution, addressing a major industry challenge: 73% of French people over 50 have never updated their clauses, exposing insurers to significant regulatory and operational risks. The partnership with Deloitte aims to accelerate
The last quarter of 2025 promises to be particularly busy for Testamento, with active participation in several major insurance and brokerage events. From the Journées du Courtage in Paris to INNN in Niort, via Patrimonia in Lyon and Reavie in
French law aligns with a European trend: more freedom for policyholders, new operational risks for insurers French law is catching up with a broader European movement: giving policyholders greater freedom. For insurers, this shift brings new priorities—vigilance and traceability are
In an increasingly digitalized industry, insurance brokers face a dual challenge: meeting the expectations of clients seeking simplicity while maintaining a high level of regulatory compliance. During a webinar hosted by Artur’in, Audric Girard, our Head of Sales, shared practical
Each month, our team curates a selection of key highlights from the banking and insurance world.In this 31st edition: a concise roundup of regulatory updates, ecosystem trends, and technological breakthroughs shaping the industry. A focused briefing designed to get straight
On June 10, the 21st edition of the Argus d’Or Awards honored the key players driving the insurance industry forward with ambition and pragmatism. Among the finalists in the “Corporate Health / Life Insurance” category, Testamento and UNMI (Union Nationale
On June 12, 2025, Finance Innovation and Testamento brought together several experts from the insurance and protection sectors for a roundtable focused on a topic often viewed as secondary, yet central in impact: the beneficiary clause. Moderated by Anaïs Bréger
Testamento and Finance Innovation join forces to host an exclusive roundtable on June 12, 2025, focusing on a topic long considered technical or secondary, but whose strategic impact is now widely recognized: the beneficiary clause. This event will bring together
June is shaping up to be a month full of encounters for Testamento, with a strong presence at several key events across the insurance, brokerage, and fintech sectors. From the conference co-organized with Finance Innovation to the Argus d’Or awards,
In a world where digitalization is profoundly transforming insurance and provident services, Lourmel takes a new step forward by integrating Testamento’s Beneficiary solution. Thanks to this innovation, the insurance group offers its policyholders unprecedented flexibility in beneficiary designation while optimizing
Allianz France and Testamento have announced the deployment of Beneficiary, a tool designed to assist and optimize beneficiary designation, to over 1800 General Agents and more than 1500 advisors from Allianz Expertise et Conseil. Allianz France is also digitalizing the
In an exchange on Radio Patrimoine, Virgile Delporte, co-founder of Testamento, took the microphone to raise awareness among listeners about a key issue in life insurance : the management of beneficiary clauses. As a guest on the show “Cœur de
At the INNN 2024 conference, Sonia Quillet, Director of Customer Experience and Innovation at MACIF, and Virgile Delporte, co-founder and CEO of Testamento, reviewed their collaboration between a large corporation and a start-up. Launched in 2018 as part of the
Virgile Delporte, co-founder of Testamento, had the pleasure of joining Philippe Moussaud, Managing Partner and experienced wealth management advisor, on the Bonjour Patrimoine podcast. Together, they explore the main psychological and practical barriers to investment and share concrete solutions to
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
At Testamento, we believe that partnerships and constructive exchanges are essential for transforming the insurance sector. With this spirit, our CEO, Virgile Delporte, participated in a podcast on the Uptimi channel, alongside Pierric Aupoil, president of Uptimi and a renowned
On June 4th, Virgile Delporte, CEO of Testamento, had the pleasure of appearing on the set of the morning TV Show La Matinale by Ficade Group. The show, which includes media outlets such as Profession CGP, Gestion de Fortune, and
Gestiondepatrimoine.com chooses Testamento to facilitate client discovery from the first contact. The educational content platform gestiondepatrimoine.com created in 2008, and its wealth management consulting firm ‘Bonjour Patrimoine’, are adopting the Testamento solutions. A first concrete step for Testamento in its
Editorial Editorial Hello everyone, here is our March 2023 newsletter. The news of Testamento echoes the News. There is currenlty a lot of talk in France about pension reform and the low employment rate of seniors. Well, at Testamento, seniors
What is Testamento Optimizer? Testamento Optimizer is our sales support tool designed for distribution networks, which allows advisors to drastically develop the quality and volume of sales in life insurance. New features Testamento Optimizer is a B2B solution. It was
Launch of Partnership Testamento La Banque Postale On the occasion of the official launch of the partnership with La Banque Postale, Virgile Delporte, co-founder and president and Sylvain Delporte, co-founder and CTO of Testamento answered Stéphane Girardot’s questions. Testamento’s services are
Testamento at the Munich Summit Virgile Delporte, president and co-founder of Testamento, recently spoke at the Munich Summit of Plug and Play. He shared his thoughts on the changes in family structures. On the complexities and risks in human relationships,
The French ACPR (Autorité de Contrôle Prudentiel et de Résolution) has just published two new sanctions a few weeks apart relating to dormant contracts. At Testamento, we have analyzed the key points of these sanctions. Following our communications (on our
Disinheritance: what obligations for French insurers and mutuals? Our analysis based on latest French ACPR sanction.
Testamento launches new customer discovery experience for life and health insurance sales networks Optimizer, an innovative sales support solution, offers advisors a differentiating approach of personalized and costed diagnosis of customer needs, in 20 minutes, facilitating multi-proposal Initially marketed in
March 10, 2021 – Press release Testamento announces the recruitment of Audric Girard as head of sales, to accelerate its commercial development. Audric Girard Audric Girard brings more than ten years of experience in banking and insurance (asset management, wealth
For Testamento, the year 2020 will have been marked by telework, the industrialization of Testamento Beneficiary, the launch of the Testamento Partner Program, some virtual events and our finalists position for the Tokyo Financial Award. -1- Telework. Testamento has adopted
While attending Web Summit 2020, I heard a lot of discussions around workforce flexibility. Covid accelerated many trends so I wanted to share my recent experience. Written by Sylvain Delporte, co founder & CTO of Testamento.
2020 was a peculiar year. Following the first containment that took place in France, like many structures, we had to adapt and switch to a 100% working from home environment. Despite this context, we were able to continue to exchange
Testamento announced as a finalist at the Tokyo Financial Award 2020 and joining the Tokyo Metropolitan Government support program. Testamento will participate in the support program of The Tokyo Metropolitan Government (TMG) for the “Financial Innovation” category. Nov. 5, 2020
A partnership targeted at revolutionizing life-insurance subscription process. Both created in 2013, Testamento, an estate planning platform, and Particeep, which offers turnkey solutions for online subscription to financial services, have just announced the signing of a technology partnership. Banks, mutuals
