ApplyOn's modern Customer Cloud enables you to build all your customer processes and experiences around a single customer record on a robust, compliance-based platform. ApplyOn makes it easier for financial service teams to acquire, retain and serve customers with digital experiences that also delivers more efficient operations enabling you to grow and service customers faster.
Bring all your customer channels, data, security, reporting and compliance together into a single solution that includes modern and intuitive digital user experiences out-of-the-box helping you to sell more and improve customer satisfaction.
Over a dozen finance companies, banks and credit unions use ApplyOn for its award-winning lending and customer management solutions:
Lending
New Account Opening
New Member Onboarding
Underwriting & Approval Management
Electronic Customer Records & AML
Customer Servicing & Ticketing
Forms, Documents and E-Signatures
A wide range of insurance carriers, brokers and agencies use ApplyOn's powerful insurance solutions across P&C, Life, Health and Group/ Employee Benefit lines:
Quoting & Illustration
Sales & Documentation
Claims
Underwriting
Endorsement & Approval Management
Group Enrolment & Management
Electronic Customer Records & AML
Customer Servicing & Ticketing
Forms, Documents and E-Signatures
Life, health and pension quotation and illustration.
Motor, property, travel and commercial quotation & sales.
Group Scheme & Employee Benefit plan enrolment and management.
Digital-focused servicing including forms, ticketing & tracking.
Life, health and pension quotation and illustration.
Life, health, P&C FNOL and full claims handling.
Risk underwriting with collaboration & automation.
Customer AML, documentation and risk management.
End-to-end loan origination & approval management.
New customer and new account application onboarding.
Credit underwriting with collaboration & automation.
Embedded lending across your distribution partners.