Customer Management Software For Finance & Insurance  

Grow faster with digital experiences your customers will love.


Now finance and insurance SMEs, credit unions, brokers and agencies can offer complete online sales and service experiences from a single, easy-to-use platform without the need for enterprise budgets.
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Deliver outstanding experiences on the #1 financial services CRM built for SMEs

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Over 150 Solutions Delivered To Leading Finance & Insurance Companies In 13 Countries

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Our Platform

ApplyOn's industry-specific customer management solution is a flexible and secure platform to deliver outstanding digital customer management and experiences fast and efficiently enabling you to grow your sales and service offering with built-in security, compliance and reporting.

Key Features

ApplyOn goes beyond a general CRM with industry specific tools and features built-in to its core an a wide range of portals and addons to expand you offering rapidly and all supported by our expert teams.

CRM

A single platform with unified customer records to seamlessly manage your customers, experiences and data.

  • Lead Management
  • Sales Management
  • Service Request Management
  • AML & Risk Management
  • Digital Customer Records
  • Document Upload & Retrival
  • Team Collaboration
  • List Generation
  • Access Management & Control
  • Performance Tracking
  • Reporting

Customer Portals

Deliver outstanding, fully-functional digital customer experiences with our industry customer portals.  

  • P&C Quote & Sales
  • Life Quote & Sales
  • Loans & Mortgages
  • Applications
  • Renewals
  • Group Benefits
  • Bancassurance
  • Account Service
  • Onboarding
  • Claims - FNOL
  • Claims - Full

Professional Services

For organisations seeking professional digital services, advisory and support from an experienced industry team.

  • Implementation
  • Core System Integrations
  • Payments Solutions
  • Custom Reporting & Analytics
  • Process Automation  
  • Security & Data Advisory
  • Transformation & Strategy

Insurance & Finance Made Faster, Better & Easier For Everybody

Products

Discover ApplyOn's suite of powerful industry process modules that deliver fully-functional and automated digital customer experiences and portals without the need for costly system upgrades or integrations.

ApplyOn CRM+

Our core CRM platform product for complete digital customer management. The world's fastest CRM for SME finance and insurance companies.

AO RATER

Full rating engine for all lines of business including motor, property, health, travel and commercial risks as well as Illustration for life, investments and pensions.

AO LOANS

A complete digital end-to-end loan origination & approval management system that integrates with core banking and CU operating systems.

AO BENEFITS

An Employee Benefit plan product enabling individual and group quotation, coverage enrolment and management of life and health products for brokers and insurers.

AO CONNECT

Our broker, embedded and bancassurance solutions for finance and insurance enables producers to quote, acquire and service business directly via any distribution partner.

AO PAY (beta)

ApplyOn Pay combines online billing and notice distribution, online payments, offline payment tracking, automated payment reminders and recurring payments.  

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Industry Solutions

Banks, Credit Unions & Lenders

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

Online Calculators
Online Loans
Online Mortgages
Online Onboarding
Online Service Requests
Document Upload & Request
Websites
Workflow  Automation
Customer Verification & AML
Customer Notices & Communuications
Embedded Finance
Core Banking & CU System Integrations

If you have a project or requirement connect and our experienced financial service team will be happy to discuss solutions with you.  

Speak with us

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 Quotes
Ratings & Illustrations
Online Renewals
Online Claims
Endorsements & Service Requests
Group Scheme Management 
Websites
Workflow & Process Automation
Customer Verification & AML
Embedded Insurance
Customer Notices & Communuications
Core Insurance & Broker System Integrations

If your insurance business has a digital project you would like to discuss connect with us and our expert team will be able to help you design a solution to meet your specific requirements.

Speak with us