Manage your beneficiary clauses and optimize your compliance
Build customer loyalty and strengthen your long-term relationship
SaaS solutions to transform enhance elevate the customer experience and business of personal insurance distribution stakeholders
The distribution of personal insurance and wealth coaching, reinvented
Our ambition is to revive the relationship between insurance and wealth professionals and their end clients.
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enhanced advisors
0 M€
of wealth data analyzed per day
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clients and users
For bank and insurance stakeholders
Our SaaS solutions easily integrate with insurers’ systems, covering the entire customer journey. Powered by AI, they optimize sales, compliance, and customer relationships. Their modularity and APIs ensure flexibility and performance.
For general agents, brokers, and wealth management advisors
A turnkey SaaS solution that optimizes client discovery, compliance, and boosts commercial performance.
A turnkey technology platform to support your teams
Our complete technology solutions are designed to support your teams (management, compliance, marketing, sales) and enhance your clients’ experience throughout their journey. Flexible and modular, they adapt to your priorities to maximize your performance and impact.
Custom configuration
Customize colors, logos, URLs, and customer journeys to match your brand, with seamless integration via API or SSO.
A dedicated support
Benefit from a Customer Success Manager throughout the deployment, as well as a training and information package for optimized use.
Simplified API and integration
Access a set of powerful APIs to easily integrate our solutions with your existing tools (CRM, ERP, etc.), including through Zapier.
Security and compliance
A robust and certified infrastructure in France that ensures data protection and legal compliance at every step.
With recognized expertise and collaborations with industry leaders, we build innovative solutions every day to address your challenges.
"Testamento, an innovative solution. The topic of succession may seem anxiety-inducing and complex. It is a time that will undoubtedly be difficult for the heirs. Preparing for it is about protecting both your family and your assets according to your own wishes."
Vincent MENVIEILLE
Director of Market at La Banque Postale
"Testamento provides enhanced services to Macif, which help secure the life insurance contract by ensuring its proper execution, with very intuitive and simple tools, the evolution potential of which we can measure."
MACIF
Director of Market
""Our lead acquisition has tripled thanks to the integration of Testamento Detect on our homepage !""
Agnès BRUHAT
CEO Metlife
Testamento has a clear ambition: to optimize your commercial performance, ensure regulatory compliance, and provide an unmatched customer experience.
“Our mission is to revive the relationship between insurance and wealth professionals and their end clients.”
Virgile DELPORTE, CEO