What Lidix does

Lidix, operating as the commercial brand of DIGITALREVOL, is a French private SAS founded in 2017 and headquartered at 15 rue Pierre Leroux, 75007 Paris. The company is a focused B2B SaaS provider serving insurance carriers and financial institutions in France, dedicated to digitizing life insurance beneficiary and succession management — workflows that remain predominantly paper-based in the French market. Its target buyer is the assureur, which deploys Lidix under its own branding to its policyholders, beneficiaries and advisors rather than reaching end users directly. The firm describes itself as the first dedicated SaaS platform for life insurance succession and beneficiary management, and is recognized in the French insurtech ecosystem through the Finance Innovation Label (2021), Mapping Fintech France (2019), and incubation at Paris&Co.

The Suite Lidix Bénéficiaires platform comprises three integrated white-label modules. Lidix DECLARO is a self-declaration service enabling presumed life insurance beneficiaries to identify themselves to the insurer after the policyholder's death, with insurer-branded interfaces, secure personal space, document upload and a management dashboard. Lidix PROCURO manages the identified beneficiary dossier with personalized user journeys, document uploading, assisted generation of French tax forms (990i/757B), and automatic regulatory declarations for FATCA/AEOI, LAB/FT and PPE. Lidix DESIGNO is the first digital solution aimed at preventing life insurance contract dormancy, leveraging a proprietary database cataloguing over 1,000 French insurance products with beneficiary registration and update alerts. The platform sits between the insurer's information system and end users, integrates electronic signature and personalization, and follows ANSSI-recommended security architecture with data hosted in France under GDPR-compliant processes.

Lidix commercializes exclusively via white-label B2B SaaS subscription licensing on multi-year contracts with quote-based pricing — no public pricing is disclosed. Its go-to-market is sales-led and enterprise-focused, using LinkedIn outreach, demo requests, professional website content, and industry events such as Fintech R:Evolution. The firm discloses a small internal IT team (CTO + 3 developers + 1 digital project manager) supplemented by an Advisory Board, with leadership comprising founder-CEO Annabelle Delestre and CTO Mickaël Villers. Suravenir, an insurance company selecting Lidix for its externally distributed life insurance contracts in July 2022, is the only named major customer. Ownership commentary indicates a founder-controlled, privately held company with no disclosed venture capital or private equity investment.

Name

Lidix

Legal name

DIGITALREVOL

Website

https://lidix.io

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

51–100 employees

Short description

Lidix, operating as DIGITALREVOL, is a French B2B SaaS firm founded in 2017 that delivers white-label software for life insurance beneficiary declaration, dossier management, and contract dormancy prevention to insurance companies.

Ownership category

akta.pro rank

Product category

Insurtech SaaS — Life Insurance Beneficiary & Succession Management

NAICS

Other Insurance Related Activities (52429)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)

akta.pro secondary industry

Whole Life / UL Policy Riders & Add-ons (e.g., Waiver of Premium, Accidental Death, Child Term, LTC/Chronic Illness) (FSAIABAK)

Keywords

• Life insurance SaaS
• Beneficiary management software
• Insurtech platform
• Succession management software
• White-label insurance software

Headquarters

HQ city

Puteaux

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. White-label SaaS licensing: The Lidix Bénéficiaires suite is commercialized in white-label mode to insurance professionals. The company generates revenue through software licensing fees paid by insurance companies who rebrand and deploy the platform for their beneficiary management needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Lidix provides a white-label B2B SaaS platform (Suite Lidix Bénéficiaires) that sits between insurance companies' information systems and end users to digitize life insurance beneficiary and succession management. The suite comprises three modules — PROCURO for identified beneficiary dossier management, DECLARO for presumed beneficiary self-declaration after a policyholder's death, and DESIGNO for preventing contract dormancy by maintaining up-to-date beneficiary contact information. The platform is commercialized exclusively through multi-year white-label licensing to insurance professionals in France.

Product overview

Lidix is a B2B SaaS platform that reinvents succession and asset transfer management for the insurance industry. The platform, called the Suite Lidix Bénéficiaires, is built on a proprietary platform designed to apply and respect business, fiscal, regulatory, and security rules. It consists of three integrated modules: Lidix PROCURO (manages identified beneficiary dossiers with digital document submission and fiscal form generation), Lidix DECLARO (enables presumed beneficiaries to self-declare after a policyholder's death), and Lidix DESIGNO (prevents contract abandonment by enabling policyholders to maintain current beneficiary contact information). All modules are commercialized in white-label to insurance professionals.

Differentiator

Problem solved

Functional benefit

Brands

• Lidix DECLARO: Digital self-declaration service enabling presumed life insurance beneficiaries to identify themselves to the insurer after the policyholder's death. Includes interface for presumed beneficiaries and management team interface.
• Lidix PROCURO
• Lidix DESIGNO

Products and services

• Lidix PROCURO White-label digital solution that lets identified life insurance beneficiaries complete and sign their beneficiary dossiers through a personalized user journey, with assisted generation of French tax forms 990i/757B and automated regulatory declarations (FATCA/AEOI, LAB/FT, PPE). Provides insurance operations teams a real-time dashboard with document verification, integrated messaging, and automated follow-ups. Sold to insurance companies for white-label deployment.
• Lidix DECLARO White-label self-declaration service that allows presumed life insurance beneficiaries to identify themselves to the insurer after the policyholder's death via a responsive interface branded to the insurer, with secure personal space, document upload, and a management dashboard. Sold to insurance companies for white-label deployment to their beneficiary populations.
• Lidix DESIGNO White-label digital solution for preventing life insurance contract dormancy. Policyholders register all their French life insurance contracts via a database of over 1,000 products, link beneficiaries to clauses, receive automated update alerts, and maintain a beneficiary registry. Sold to insurance companies for white-label deployment.
• Suite Lidix Bénéficiaires Unified white-label SaaS platform encompassing the PROCURO, DECLARO, and DESIGNO modules, sold via multi-year white-label licensing to insurance professionals. Operates between the insurer's information system and end users (policyholders, beneficiaries, advisors) to digitize succession and beneficiary management with AI-personalized journeys, electronic signature, and regulatory compliance.

Quantifiable outcome

• Simplified and accelerated beneficiary dossier processing for insurance management teams
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• Paris&CocoreStrategic or Co-development PartnerLidix is incubated at Paris&Co, the territorial innovation agency for Paris and the metropolitan area, within the Finance & Insurance sector expertise (financial services, fintech, regtech, and insurtech).
• Finance Innovation (Pôle Finance Innovation)coreStrategic or Co-development PartnerCreated by the French State in 2007, Finance Innovation has over 550 members and provides a label for innovative fintechs, insurtechs, and financial startups, connecting them with research labs, companies, and investors.
• Insurtech FrancecoreStrategic or Co-development PartnerLidix is a member of Insurtech France, whose mission is to promote the excellence and diversity of the insurance sector in France and abroad.
• France FinTechcoreStrategic or Co-development PartnerLidix is a member of France FinTech, whose mission is to promote French Fintech, Insurtech, and Regtech companies with the potential to become European or global leaders.
• SuravenirflagshipChannel Partner/ Reseller/ DistributorSuravenir, an insurance company, chose Lidix to provide its life insurance beneficiaries with the first 100% digital succession solution in France. This is Lidix's first major customer deployment.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Prima Solutions: French software vendor offering core insurance platforms (Prima Analytics, Prima Compliance) for life, health, and P&C insurers. Comparable as a broader incumbent insurance SaaS suite that could absorb beneficiary-management functionality as a feature.
• Guidewire Software: Global core insurance platform vendor offering policy administration, claims, and underwriting software for property/casualty and life insurers. Comparable as a broad incumbent whose policy center suite could be extended into life-insurance beneficiary workflows.
• Cegedim Insurance Solutions: European insurance software vendor providing core systems, claims, and policy administration software to life and health insurers. Comparable as an established insurance SaaS incumbent serving the same French and European carrier buyer base.

Direct peers

• Effisoft: French insurance software provider specializing in life insurance and savings product administration (Actuaris platform). Comparable as a France-based SaaS vendor serving life insurance policy and contract administration workflows.
• Zelros: French insurtech offering AI-powered distribution and advisor enablement SaaS for insurers. Comparable in being a French SaaS vendor targeting insurance carrier workflows with embedded AI capabilities and a similar customer base.
• Addactis: French insurance software firm providing actuarial modeling, reporting, and policy administration tools to insurers and mutuals. Comparable as a French software vendor serving life insurance carriers with workflow and regulatory solutions.
• Shift Technology: Paris-headquartered insurtech providing AI-based fraud detection and claims automation for global insurers. Comparable as a French insurtech SaaS vendor selling into life and P&C carrier operations and recognized as a category-leading French insurtech.
• Akur8: Paris-based insurtech providing AI-driven pricing and underwriting software for insurance carriers. Comparable as a French-headquartered B2B SaaS insurer selling into the same European carrier buyer profile with a white-label/platform model.

Regional players

• iPipeline: US-based provider of digital solutions for life insurance sales, underwriting, and policy administration. Comparable as a life-insurance-focused SaaS vendor with workflow modules aimed at beneficiaries and policyholders, though operating primarily in North America.
• Almerys: French third-party administrator and health/insurance technology provider serving insurers and mutuals with digital services. Comparable as a France-rooted insurance technology vendor with workflow and beneficiary-adjacent capabilities for carrier customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/29216496
• Xx.com/Lidix14

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lidix