Focus on what really matters,
your customers.

Say goodbye to manual customer processes and experiences with ApplyOn, the first Customer Cloud for SME finance and insurance companies, credit unions, brokers and agencies.
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The #1 alternative to Salesforce FSC for small to mid-size finance and insurance companies.

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Trusted by financial service executives globally

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Customer Cloud

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.

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

Industry Solutions

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.

Banks, Credit Unions & Lenders

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

Insurers, Brokers & Agencies

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

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.

Underwritng

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.

Underwriting

Credit underwriting with collaboration & automation.

Embedded

Embedded lending across your distribution partners.

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