Testamento
Entity

  • Testamento

    Created in 2013
  • BETA

    Up & running (A)
    Existing signals show a regular activity

  • Social networks

    623 856 554 1,847

  • Activities

    insurtech legaltech

  • Technologies

    SaaS

  • Entity types

    Startup

  • Location

    91 Rue du Faubourg Saint-Honoré, 75008 Paris, France

    Paris

    France

  • Employees

    Scale: 11-50

    Estimated: 15

  • SIREN

    314503996

  • Engaged corporates

    54
    16 54

  • Added in Motherbase

    6 years, 1 month ago
Description
  • Value proposition

    At Testamento, we believe financial and estate planning should be accessible to everyone.

    At Testamento, we believe that life insurance and financial education should be available to everyone, both end-clients and sales & marketing teams.

    Testamento designs and deploys innovative cloud native software that boost the commercial approaches and services banks and insurance players in the field of life insurance. Our key B2B clients are Generali, Allianz and MetLife.

    These services can be integrated at lead generation level (Testamento Detect), pre-sales (Testamento Optimizer), in the management of beneficiary clauses (Testamento Beneficiary) and can form an educational platform of services enabling estate planning and optimization (Testamento Planner).

    Available in white label, either in SaaS mode and via API, they are used by more than 10,000 advisors, and accessible to 10 million + people in France.

    Testamento is certified Finance Innovation and a member of the France Fintech and Insurtech France associations.

    Insurtech, Legaltech, and Insurance

  • Original language

    Chez Testamento, nous pensons que l'assurance de personnes et le conseil patrimonial devraient être accessibles à tous.

    Testamento est un éditeur de logiciels délivrées en mode SaaS (Software as a Service) dans le secteur de la banque assurance.

    Nos solutions s’intègrent à tous les canaux de distribution (parcours digital, agences, réseaux salariés ou d’indépendants). Elles apportent de la valeur ajoutée lors de la prospection (Detect), de l’avant-vente (Optimizer), de la souscription (Beneficiary) et au cours de la vie du contrat (Planner). Plus de 10 millions de clients ont aujourd’hui accès à ces services, via nos partenaires.

    Nos logiciels SaaS avec ses APIs et services uniques apportent à plus de 10,000 conseillers de mutuelles et d’assureurs des résultats concrets : amélioration de la multi-détention, de la satisfaction et fidélisation client ainsi qu’une augmentation de leurs ventes. Ils peuvent ainsi mieux répondre aux nouvelles attentes de leurs clients.

    Labellisée Finance Innovation, Testamento est membre de France Fintech et Insurtech France. Acteur de référence auprès de mutuelles et d’assureurs, nous comptons parmi nos clients Allianz, Aon, Axa, Generali, La Banque Postale La France Mutualiste, la Macif, Malakoff humanis et MetLife.

    Chaque jour notre équipe met en œuvre toutes ses compétences pour apporter à nos partenaires solutions et innovations afin de réinventer, ensemble, la distribution d’assurance de personnes et le conseil patrimonial.

  • La distribution d'assurance de personnes, réinventée | Testamento.io

    Des solutions logicielles SaaS innovantes pour transformer l'expérience client des acteurs de la distribution d'assurance de personnes.

    • https://testamento.io/fr/francais/
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