Industry | Insurance & pensions
Transform high-volume policyholder communications, without losing control or compliance
Perigord helps insurers, pension providers and member organisations digitise claims, withdrawals, verification and policyholder communications. Increasing verification turnaround by 80% and reducing administrative workload by 60%, every journey is auditable end-to-end, and your data is stored in the right environment for you.
The challenge
Legacy journeys are costing you more than paper and postage
Behind most insurance and pension operations sits the same pattern: multi-page paper forms, handwritten submissions, manual validation, siloed communication channels, and teams reconciling it all by hand.
The cost compounds across the business:
- Claims and withdrawals take hours to process and weeks to resolve, frustrating the customers you’re trying to retain
- Member verification. Proof of life, identity checks, consent capture, all still run on returned paper forms and manual data entry
- Compliance teams lack visibility of case status, creating manual oversight overhead and audit anxiety
- Legacy system sprawl. Often the legacy of acquisitions, this means no two journeys work the same way
- Older member cohorts still need paper, so digitisation can’t be all-or-nothing; running both channels safely is its own operational risk
What we do
A managed solution partner for regulated member journeys
Perigord designs, builds and manages digital communication and workflow journeys around the systems you already run, (your policy admin platform, CRM and contact centre) rather than asking you to replace them.
We begin with discovery: mapping your claims, verification or communication journey end-to-end with your operations, compliance and technology teams, capturing the friction points of every stakeholder. Then we design, prototype, integrate and manage the solution over time.
Print and digital, together. As one of the few partners with deep heritage in secure, high-volume regulated print and proven digital delivery, we run hybrid journeys with the controls to prove every communication was issued correctly, whether it went by post, email, SMS or portal. Pure-digital platforms can’t handle your print fallback. Print houses can’t build your digital journey. We do both.
Member data that never leaves your network
Leverage AI-powered document capture, validation and personalisation without surrendering member data. Perigord solutions run in a secure EU-hosted cloud or on-premise in your own environment, depending on your requirements, using EU-based AI models. Member data is never shared with non-EU AI providers or used to train external models. Every step is encrypted, logged and audit-ready.
Use cases
What we help insurers and pension providers transform
Claims, withdrawals & regulated form journeys
Replace multi-page paper forms and hours of manual processing with digital-first journeys: intelligent web forms, QR-code and scanner upload with OCR for paper submissions, automated validation, dynamic task routing and real-time dashboards for compliance and operations.
Outcomes:
92% faster processing · Fewer follow-up clarifications · Regulator-ready audit trails
Member verification & consent
Digitise proof-of-life, Certificate of Existence, identity verification and consent capture. AI-powered document processing handles returned paper forms in seconds; digital-first members complete the journey on their phone; every consent is stored as durable, auditable evidence.
Outcomes:
60% less admin workload · Error rates below 1% · Faster member payments
Intelligent policyholder communications
Move beyond generic batch mailings. We orchestrate personalised, trigger-based communications across email, SMS, WhatsApp, print and portal and we use engagement analytics to tailor timing, channel and content to each policyholder segment, from renewal reminders to smarter cross-sell.
Outcomes:
Higher engagement and conversion · Better retention · Lower cost per communication
By numbers
Proven in regulated insurance and pensions environments
Find out what your slowest journey is really costing you
In one discovery session, we’ll map a claims, verification or communication journey end-to-end and show you where time, cost and compliance risk are hiding - and what an optimised version would deliver.