Compliance management

COMPLIANCE MANAGEMENT

Making life and health insurance smoothly

How do I deal with the growing complexity of the regulatory framework? How do I comply with the Solvency directive? How do I fight against money laundering? How do I comply with RGPD

Life and health insurance is a strategic product line for many organizations. Compliance is essential to the success of insurance companies.

By implementing an effective compliance and management system, companies can protect themselves from risk and strengthen their reputation. There are many steps where Testamento’s solutions can help.

Optimize compliance and service quality

Compliance

Checking that life insurance contracts comply with the provisions of the French Insurance Code, particularly in terms of pre-contractual and post-contractual information, is a sensitive and important subject for companies. On our side, we can help you integrate your policy to offer the best and safest user experience.

Document analysis

The management department checks documents relating to personal insurance products, such as beneficiary clauses, during the subscription, the term of the contract and in the event of claims. This last point has become a strategic issue for companies. We can help you industrialize this process to meet 3 major concerns : compliance, knowledge of beneficiaries and increasing funds reuse.

Service quality

Personal insurance products must be sold in line with good commercial practices. We bring our partners serenity thanks to a training program to help them advise customers without any legal risks. .

What Testamento can do for you

We believe that wealth advice and personal insurance should be accessible to everyone… starting with you!

At Testamento, we have been helping marketing teams and distribution networks to sell personal insurance more effectively for over 4 years. To maximise the sales force, the customer needs to understand what’s at insurance’s stake, and the advisor needs to be perfectly proficient in this complex environment.

TESTAMENTO FOR YOUR CUSTOMERS

Understanding before acting

The customer is, of course, the focus of your attention. You are required to furnish them a strategy that leaves no room for oversight in their personal insurance coverage and convince them to trust you.

TESTAMENTO FOR YOUR TEAMS

Skilled staff

Let’s become partner to increase the competence of your team. We offer digital solutions to enhance your prospecting efforts, your websites and your products, with a range of Saas products that are easy to implement in your day-to-day tools.

They trust us

Our lead acquisition has tripled thanks to the integration of Testamento Detect on our home page !

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.

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.