Compliance & Management Department : making life insurance worry-free
How to tackle the growing complexity of the regulatory framework ? How to comply with the Solvency II directive ? How to fight against money laundering ? How to ensure compliance with the GDPR ?
Adapt our solutions to your brand and products with advanced customization and seamless integrations.
Optimize compliance and service quality
Regulatory compliance
The verification of life insurance contracts' compliance with the provisions of the Insurance Code, particularly regarding pre-contractual and post-contractual information, is a sensitive and important issue within insurance companies. On our side, we help you integrate your policies to provide the most optimal and secure customer and advisory experience.
Document analysis
The management service verifies documents related to life insurance products, such as beneficiary clauses, during subscription, throughout the policy term, and in the event of a claim. The latter has become a strategic issue for insurance companies. We help you industrialize this process to address three major concerns: ensuring compliance, identifying beneficiaries, and increasing the reuse of funds.
Service quality
Life insurance products must be marketed professionally and in compliance with best business practices. We assist our partners through an educational journey to advise clients without legal risks when drafting clauses, providing sales comfort to your team.
What Testamento can do for you
We believe that wealth management and life insurance should be accessible to everyone… starting with you.
At Testamento, we have been supporting marketing teams and distribution networks for over 4 years to sell life insurance more effectively. To sell better, the client must understand the stakes of insurance, and the advisor must be completely comfortable with this complex field.
Testamento for your clients
Understand before acting
The client is, of course, at the center of your attention. You need to empower them to understand the gaps in life insurance and why they should trust you.
Testamento for your team
Augmented employees
Work with us to empower your teams. We provide digital solutions to enhance your prospecting efforts, websites, and products, with a range of SaaS solutions that are easy to integrate into your daily tools.
They trust us
"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
