Industry CX + CRM
‍‍‍
The Fastest Online Customer Platform For Finance & Insurance

ApplyOn's award-winning platform delivers fully-integrated and automated online customer experiences  on an industry CRM that connect with almost any core insurance or banking system.
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Enabling SME insurers, brokers, credit unions, banks and lenders to deliver customer experiences to acquire and service customers online without upgrading or replacing core systems.

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Trust By Industry Leaders

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Our Platform

ApplyOn's unique Customer Management Solution enables you to easily deliver all your customer experiences with fully integrated processes and automation on a single, secure and robust digital platform.

Digital application and lead management software.  Sales CRM, Workflow digitalisation and process automation.

Our Solutions

Bring all your channels, data, security, reporting and compliance together into a single solution that includes modern and intuitive digital user experiences with out-of-the-box process modules helping you to grow online and improve customer satisfaction.

Credit Unions & Non-Bank Lenders

Over a dozen finance companies, banks and credit unions use ApplyOn for its award-winning customer and member acquiring and management solutions:

Online Lending 
Online Onboarding
Online Servicing
Websites
Process Automation
Electronic Member Records & AML
Embedded Finance

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Insurers, Brokers & Agencies

Insurance carriers, brokers and agencies use ApplyOn's fully customisable solutions across all lines of individual, commercial and group insurance lines for a wide range of processes:

Online Quoting & Illustration
Online Renewals
Online Claims & Endorsements
Group Scheme Management 
Websites
Backoffice Automation
Electronic Member Records & AML
Embedded Finance

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Industry Modules

What makes ApplyOn so powerful is its unified data model and built-in process modules enabling it to complete almost any experience & transaction without integrations.

Life - Quote & Sale

Life, health and pension quotation and illustration.

P&C - Quote & Sale

Motor, property, travel and commercial quotation & sales.

Group Plans

Group Scheme & Employee Benefit plan enrolment and management.

Digital Servicing

Digital-focused servicing including forms, ticketing & tracking.

Renewals

Life, health and pension quotation and illustration.

Claims

Life, health, P&C FNOL and full claims handling.

Risk Underwriting

Risk underwriting with collaboration & automation.

Compliance

Customer AML, documentation  and risk management.  

Lending

End-to-end loan origination & approval management.

Onboarding

New customer and new account application onboarding.

Credit Underwriting

Credit underwriting with collaboration & automation.

Embedded

Embedded lending across your distribution partners.

Our Process

How we work with you

1.
We Discover

We get to know your organisation and its essential customer processes and experiences , and find out what could work better.

2.
We Design

We put together a plan to deliver your digital solution — digitising and automating wherever makes sense.

3.
We Transform

We get your new strategy up and running, making sure the move from old to new is a smooth one.

4.
We Refine

We dynamically track, review and report on the new strategy. If it can work better, we change it. If it can do more, we expand it.