How Peris Digitalizes Insurance Policy Management with Registered Email and eSignature

About Peris

Peris is a leading insurance brokerage founded in 1969. With more than 100,000 clients and 15,000 new policyholders each year, the company faced the challenge of modernizing its processes in an increasingly competitive market. Partnering with eEvidence allowed Peris to automate communications, ensure regulatory compliance, and improve customer experience.

The Challenge: Digitalizing critical processes

Operating in a highly competitive market, especially in the motorcycle segment, Peris needed scalable digital tools to:

• Automate and register communications, including policy issuance and virtual office registrations.
• Manage sensitive processes such as cancellations, renewals, and legal responses.
• Comply with strict regulations like the Data Protection Act and the Insurance Distribution Act.

The Solution: eEvidMail and eEvidSign

By integrating eEvidMail, Peris automated the sending of registered communications with full security and legal validity. Adding eEvidSign enabled the electronic signing of collaboration and management contracts, accelerating the onboarding of new dealerships. Together, these tools allowed Peris to manage the entire policy lifecycle digitally and securely.

Results: Efficiency and customer satisfaction

The implementation of eEvidence solutions delivered clear benefits:

• Full automation of certified communications and signatures.
• Greater internal efficiency and reduced administrative workload.
• Faster, more transparent processes for policyholders.
• Guaranteed compliance with legal requirements.

Testimonial

“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

Key takeaways

The Peris case shows how digital tools can transform insurance policy management:

• Compliance with strict sector regulations.
• Operational efficiency through automation.
• Improved customer experience with faster, transparent processes.

Frequently Asked Questions (FAQ)

How does registered email help in insurance policy management?

It provides proof of delivery, receipt and content, ensuring compliance with regulations while reducing reliance on paper-based notifications.

Why use electronic signatures in insurance contracts?

They enable remote signing with full legal validity, speeding up onboarding and policy renewals while reducing administrative costs.

Conclusion

The Peris success story proves that compliance, efficiency and customer satisfaction can go hand in hand. With eEvidence solutions such as registered email and eSignature, insurance companies can digitalize critical processes securely and effectively.

Is your organization ready to follow the same path? Contact us today and discover how eEvidence can help transform your policy management.