Marketing Department, making life insurance attractive
How to attract high-value leads ? How to retain your customers by promoting multi-proposition ? How to differentiate your offers from the competition with services that are truly useful to your clients ?
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.
Adapt our solutions to your brand and products with advanced customization and seamless integrations.
Accelerate your sales and retain your customers
Generate leads
Our conviction is that selling life insurance products starts with a very good understanding of customer needs. However, these needs are not always very clear to clients. We have designed software solutions connected to your CRM to capture leads through personalized information.
Multi-equip to build loyalty
A multi-equipped client is more loyal. However, achieving this is a real challenge. Discover how we have boosted multi-equipment for several networks with digital solutions, including portfolio management tools and sales support tools for distribution.
Boosting sales
Insurance contracts are often associated with many services that are not well known to clients. On our side, we help you differentiate your products by offering our estate planning package, addressing a major concern and increasing the reuse of funds.
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
