Testamento Information

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.