Distribution department : selling better means selling more with complete honesty
How to optimize your sales teams’ ability to increase conversion rates, promote cross-selling, with a consistent sales approach that meets the increasingly stringent regulatory requirements ?
Life insurance is a strategic product range for many organizations. From the first contact on the website to the sale and customer retention, there are many stages where Testamento’s solutions can assist you.
Tailor our solutions to your brand and product portfolio with advanced customization and seamless integrations.
Accelerate your sales and retain your customers
Generate leads
The search for new clients is a key lever to increase market share. Our solution enhances the ability to convert traffic into business opportunities. It offers prospects a personalized and educational self-care journey that helps identify gaps in their preparation, and then follows up with them, knowing their information and challenges.
Advise to bounce back
A multi-equipped client is more loyal. However, achieving this is a real challenge. Discover how we have boosted cross-selling across multiple networks with solutions covering the entire life insurance scope in a single tool. Our solution enables your advisors to address all topics with a simple and effective approach.
Security and confidentiality as top priorities
Moving from a "payer" role to a "lifetime partner" requires increased credibility with the client. Assisting your clients with drafting their beneficiary clause (even complex ones) in a simple and legally secure manner promotes this advisory stance. Addressing this personal matter is also a strong lever to open discussions on other insurance topics (health, death, savings, etc.).
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
