Digitalise and launch outstanding online customer experiences faster.

ApplyOn offers finance & insurance teams of any size the ability to launch fully integrated digital customer experiences in as little as 30 days saving up to 70% vs other platforms.
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Some companies delivering digital client experiences with ApplyOn

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ApplyOn offers finance and insurance teams of any size the ability to offer clients amazing digital solutions & experiences in as little as 30 days saving up to 70% vs other platforms and helping them to sustain & grow revenue.

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

Sales Processes

Client Sales
Client Onboarding
Review & Approvals
Quotation (CPQ)
Identity Verification
Document Execution

Service Processes

Service Requests
Incident Management
Case Management
Data Requests
Self-Service Portals

Application Processes

Customer Application Processes
New Account Opening Processes
Audit & Compliance Processes
Grant Processes
Finance Application Processes
Insurance Application Processes
Student Application Processes
‍Recruitment Processes
Automated Approvals

How It Works

ApplyOn is the fastest and easiest way to provide your clients with amazing processes. Our expert team works with you each step of the way, removing the need for any internal expertise or outside resources making it ideal for small teams with limited digital resources.
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Our Platform

ApplyOn is an innovative, all-in-one platform that removes the need for complex and costly integrations with your employee and customer experiences built directly on an AI-powered workflow and business process engine. The single platform approach reduces ownership and support costs as well as keeping all your sensitive customer data secure with fully managed data security, back-up and powerful analytics.


Collect digital signatures securely from multiple parities if required with ApplyOn's integrated e-signature solution with bank-grade security and auditable and immutable records.


Identity verification is a fully integrated experience powered by Planet Verify, an award winning solution enabling fast, compliant and cost effective verification.


Automatically produce and send custom digital documentation including contracts, proposal forms and policies with pre-filled data improving document control and reducing manual processes.

Digital Forms

Generate streamlined application and lead capture forms for mobile and desktop experience to improve data capture, form completion and conversion rates so you never miss a new customer or service opportunity.


Automated Configure, Price & Quote (CPQ) solution with fully configurable ratings and business rules engine to ensure real-time, accurate pricing, underwriting and approvals with full transparency.


Collect documents including files, images and videos from customers and providers seamlessly with a secure URL-based request and automated reminder solution to reduce time and improve conversion.


Store and manage data with our secure, compliance- based storage with AWS or on-prem options with full redundancy, isolated back-up and automate permissions and data privacy management.


Payments is can be integrated into your workflow with our integrated Stripe, FAC and Sagicor payment gateways or via API to your choice of payment gateway provider for seamless payments.

Extract API

Automated or one-click export of completed customer record including data and files to your ERP/ administration platform via direct API or via RPA connections including Mulesoft and Ui Path.

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Digital Client Processes. Made Simple.


We work with customers in a wide range of industries seeking to accelerate their digital transformation and customer process offering.

For Insurers & Brokers
A wide range of brokers, insurers and MGAs trust ApplyOn to launch new end-to-end digital customer experiences. ApplyOn can quickly and effective digitalise quote-to-bind, claims and renewals experiences including direct-to-consumer and extranet solutions, and also offers a hosted ratings solutions for real-time ratings and online quotes.
For Credit Unions & Lenders
ApplyOn is used by a number of lenders and finance providers to digitalise and automate new account opening, loan origination, approval and onboarding with processes like quotation, document capture, identity verification, e-signature and underwriting with a compliant and secure customer experience and efficient back-office.
For Education
A wide range of brokers, insurers and MGAs trust ApplyOn to launch new products and schemes faster and digitalise and automate customer workflows for sales, ratings, claims, KYC and renewals including direct-to-consumer and extranet solutions. ApplyOn also offers integrated hosted ratings with our Aggregate8 Rater module for seamless quote to bind solutions.
For Healthcare & Life Sciences
Putting patient priorities first is at the heart of our workflow solutions. We enable create experiences for registrations, admissions, case management, insurance and quality control for patients, and exceptional workflows for staff and management for audit, maintenance, recruitment, onboarding and process management.
For Property & Automotive Sales & Service
For many other industries, including retail, property and automotive, ApplyOn transforms your digital sales processes and can seamlessly integrate finance, warranty and insurance offers to create fluid experiences for customers that improve efficiency and customer satisfaction.
For Public Services
Offering digital experiences for programmes, projects and other services  is easy with ApplyOn giving Public Bodies significant new efficiencies, improved data and service delivery. ApplyOn offers a wide range of solutions for applications, renewals, grants, tenders, self-service applications, application processing, registrations, payments and procurement with a compliance-based platform .


All plans are stated in EURO and exclude VAT and are based on annul subject to design & implementation fees.

  • CRM + Pipeline
  • 4,500 Annual Transactions
  • 2,500 Client Recards
  • Data Export
  • Helpdesk
  • CRM + Pipeline + Digital Process
  • 15,000 Annual Transactions
  • 10,000 Client Records
  • Single Direction API
  • 1 x Digital Process Workflow
  • CRM + Pipeline + Digital Process
  • 40,000 Annual Transactions*
  • 25,000 Client Records
  • Dual Direction API
  • Dedicated account manager
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