Digital Sales & Customer Management. All Together Faster.

The all-in-one digital sales and customer management platform designed for brokers, credit unions, lenders and insurers with built-in data security and compliance.
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Trusted by Financial Service Companies Globally

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Manage Sales & Customers. Faster.

ApplyOn enables credit unions, brokers, banks and insurers to build and maintain all their digital sales & customer management in in single place faster than ever before.

Sales

Rating & Quotation
Applications
Underwriting
Onboarding & AML

Management

Digital Customer Records
Digital Forms & Documents
Secure Document Request & Upload
Ticketing & Tracking

Automation

Renewals
Cross-Selling
Claims
Sales

Digitalise Everything Faster

ApplyOn eliminates the need for expensive digital consultants and costly IT system upgrades with solutions live within as little as 30 days delivering faster results as well as reducing IT investment by up to 70%

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

Seamless Connectivity

ApplyOn enhances & upgrades most finance and insurance ERP and administration systems and can meet complex business and regulatory needs without the enterprise price-tag.

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

All-In-One Digitalisation Platform

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.

Digital Selling

Capture and track all your new customer leads, issue quotes, manage applications, approvals and seamlessly onboard new customers.

Digital Records & AML

Maintain secure and complaint digital records of your customers including products, service history, contact information and AML data.

Digital Servicing

Manage all your customer forms and support channels including call-back requests, WhatsApp, email, chatbots & complaints.

Advanced Flows & Automations

Enable customers to access online self-service solutions with advanced workflows and automations for sales, service and retention.

Digital Collection & Signing

Move your document collection of out email and into a secure, simple and fast platform and make signing faster with e-signature.  

Management & Reporting

A single platform to securely manage all your customers, teams, reporting and data for easier management and peace of mind.

Find out more

Digital Sales & Customer Management. Faster.

Who We Serve

Insurance Brokers & Carriers
A wide range of brokers, insurers and MGAs from all lines of business trust ApplyOn to launch new end-to-end digital customer experiences across sales, claims, support and renewals . ApplyOn can quickly and effective digitalise new or existing products with end-to-end quote to bind in as little as 30 days for any insurance product type.
Credit Unions, Banks & Lenders
ApplyOn is used by a number of lenders and finance providers to digitalise and automate new account opening, loan quotation and application, approvals and onboarding. ApplyOn incomes a full ratings and rules engine, document capture, identity verification, e-signature and underwriting for fast, frictionless and compliant processes.
Education
‍‍‍
Automating student processes including finance applications, insurance, admissions, grant applications and other financial services is made easy with ApplyOn. We can help educational institutions and financial service providers to reach and convert students online without the need to visit the office and improving back-office efficiency.
Public Services & NGO
ApplyOn offers a wide range of solutions to public sector bodies including grant and loan applications, document and license renewals, tenders, registrations, and payments with our compliance-based platform including AML, audit and reporting.

Product Pricing

  • All Core Features
  • 10 Users
  • 1GB Storage
  • 200 Tickets Per month
  • 3 Changes Requests Per Year
  • All Core Features
  • 20 Users
  • 1GB Storage
  • 400 Tickets Per month
  • 10 Changes Requests Per Year
  • Add More Users & Tickets
  • Add Automated Flows
  • Add Automations
  • Add E-Signature
  • Add APIs

All pricing exclude VAT and are based on annual plan. Implementation fees apply and are subject to quote.
Additional users €75 each. Additional Tickets €100 per 100. E-Signatures €200 per 100.

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