Making life and health insurance attractive

How can you attract hight value-added leads? How can you build customer loyalty by encouraging multi-proposal? How can you differentiate your offers from the competition with services that are services that are genuinely useful to your customers?

Personal insurance is a strategic product line for many organizations. From the first contact on the website to the sale and retention of a customer there are many steps where Testamento’s solutions can help. 

Boost sales and build customer loyalty

Generate leads

We’re convinced that selling personal insurance starts with a very good understanding of needs. But these needs are not always clear to customers. We have designed software solutions connected to your CRM to capture leads with personalized information.

Multi-equipping for loyalty

A multi-equipped customer is more loyal. But achieving this is a real challenge. Find out how we’ve boosted multi-equipment in several networks using digital solutions, with both portfolio animation and sales support tools for retailers.

Boost sales

Insurance contracts are often associated with a wide range of services that are little known to customers. For our part, we help you differentiate your products by offering our estate planning package, to address a major concern and increase the reemployment of funds.

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’ve been helping marketing teams and distribution networks to sell personal insurance more effectively for over 4 years. To sell better, the customer needs to understand what’s at stake in insurance, and the advisor needs to be perfectly at ease with this complex world.


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.


Increased 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.