In an increasingly digitalized industry, insurance brokers face a dual challenge: meeting the expectations of clients seeking simplicity while maintaining a high level of regulatory compliance.
During a webinar hosted by Artur’in, Audric Girard, our Head of Sales, shared practical insights on how to tackle this strategic issue: how to grab prospects’ attention… and more importantly, convert them into clients.
Evolving customer expectations
Today, 72% of French people say they are ready to switch insurance providers through a fully digital journey (source: Signaturit). This shift in behavior is already a reality.
In the field of life and disability insurance, it translates into a strong demand for simplicity, increasing expectations around seamless support, and greater scrutiny on compliance matters.
Automate to better serve
In this new landscape, automation emerges as a key lever for brokers. By freeing teams from repetitive administrative tasks, automation allows them to focus on what truly matters: the client relationship.
The benefits are significant: up to 50% reduction in administrative costs, more efficient file centralization, and a greater ability to personalize the commercial approach.
Pilot: a tool designed for brokers
This is precisely the thinking behind Pilot, the solution developed by Testamento to support brokers in their daily work. Designed to combine efficiency and compliance, it offers a fast and comprehensive client journey, including:
A full wealth and estate diagnostic in just a few minutes
A complete client interview in under 30 minutes
Automatic generation of regulatory documents (IDD)
Secure electronic signature integration
Proven results in the field
Feedback is clear: brokers using Pilot report a marked improvement in file quality, a stronger client relationship, and most importantly, a significant increase in conversion rates.
A practical solution, ready to use, and aligned with a strategy of long-term differentiation.
Are you a broker looking for concrete performance drivers?
This webinar was designed for you. To get the replay or learn more about the solutions offered, contact the Testamento team directly.
