About Peris

Peris, a leading company in the insurance brokerage sector, has transformed its internal processes through its partnership with eEvidence. This collaboration has allowed the company to automate and registered communications, comply with legal regulations, and improve the customer experience. Founded in 1969, Peris has over five decades of experience, managing a portfolio of more than 100,000 clients and acquiring over 15,000 new policyholders each year.

The Challenge: Digitalizing critical processes in a competitive market

Peris faced the challenge of adopting scalable, digital solutions in a highly competitive insurance market, especially in the motorcycle segment. The company needed an electronic tool to automate and register communications, including policy issuance and virtual office registrations. It also had to securely manage sensitive legal processes such as cancellation requests, policy renewals, and legal responses.

The Solution: Implementing advanced tools for certification and electronic signatures

Peris found the perfect partner in eEvidence to revolutionize its policy management. By integrating eEvidMail, the company could efficiently automate and register legal communications, ensuring security and legal validity. eEvidSign was added to enable the electronic signing of collaboration and management contracts, streamlining the onboarding process for new dealerships. These solutions allowed Peris to manage the entire policy lifecycle while complying with regulations like the Data Protection Act and the new Insurance Distribution Act.

Results: Improved operational efficiency and customer satisfaction

Implementing eEvidence brought significant benefits to Peris. The full automation of certification and electronic signing not only optimized internal operations but also enhanced the customer experience, providing a faster, more transparent process. The company successfully ensured compliance with all legal regulations without compromising service usability.

What does Peris say about eEvidence?

“More than just a certificate, eEvidence has helped us develop an onboarding process safeguarded by registered emails, meeting legal and marketing requirements while improving user experience and client compliance. It’s also improved internal tool usage and helped us meet new Data Protection Act and Insurance Distribution Act requirements.”
Ricardo Peris, Business Development Director

What can we learn from this case?

The collaboration between Peris and eEvidence shows how technology can transform critical processes in the insurance industry. This success story proves that it’s possible to combine regulatory compliance, operational efficiency, and customer satisfaction. If your organization is looking for innovative digitalization and process automation solutions, eEvidence can be the strategic partner you need.

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