Banks and insurance companies
General agents, brokers, and wealth advisors
The distribution of personal insurance and wealth advisory, reinvented.
Innovative SaaS software solutions to transform the customer experience for stakeholders in the distribution of personal insurance.
Generate qualified leads through a civil and fiscal impact simulator for unpreparedness
Increase multi-holdings through sales support
Transform beneficiary management into a commercial lever for insurance
Animate your customer loyalty through comprehensive inheritance anticipation strategy
Testamento in 150 seconds
“Shaping the future intelligently and securely isn’t just a commitment, it’s our essence.”
VIRGILE DELPORTE, CEO
Solutions tailored to your business activity and the size of your company
Personal insurance accessible to everyone
0
skilled advisors
M€ 0
Amount of wealth data analyzed per day
+ 0 M
of customers and users
Banks and insurance companies
High-value solutions to boost your personal insurance offerings at every stage of the customer relationship
Lead portfolio management
A portfolio animation tool delivering a playful and informative diagnosis, allowing understanding of the impacts of unpreparedness.
Sales support
A sales support tool 100% focused on your customers’ needs, structuring the sales process and boosting sales across all types of distribution channels.
Digitalized beneficiary clauses
A beneficiary management and designation tool for advisors and your customers, to improve their satisfaction and reduce your management costs.
Customer loyalty
A package of 5 consumer services to understand and act on the succession. Integrated into your insurance products or offered to your top clients.
Kit Info Succession, Inventory, Testament Express, My Living Will, Testamento e-Vault
What solution for which stage of the customer journey?
At each stage of the customer journey, Testamento develops innovative and user-friendly tools. Illustration of the implementation of our 4 solutions:
Solutions simplifying every profession
General agents, brokers and
independent financial advisors
Testamento Pilot, our new solution that supplies advisors a 360° approach to selling personal insurance.
Our new SaaS software solution, which offers a comprehensive approach covering all aspects of personal insurance, from life insurance to succession, including retirement and savings.
They trust us
Agnès BRUHAT
GENERAL MANAGER METLIFE
Our lead acquisition has tripled thanks to the integration of Testamento Detect on our home page !
Vincent MENVIEILLE
DIRECTOR OF MARKET LA BANQUE POSTALE
Testamento, an innovative solution. The subject of inheritance can seem both anxiety-provoking and complex. It’s a time that’s bound to be difficult for heirs. Preparing for it means protecting your family and your estate according to your own wishes.
MACIF
Testamento offers enhanced services to Macif, making it possible to secure the life insurance contract, by ensuring its proper execution, with very intuitive, very simple tools, whose capacity for evolution we can measure.
Connecting Testamento solutions to your digital environment is simple and fast
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.
