ApplyOn's industry-specialist CRM is the fastest and most cost effective way for finance and insurance teams do deliver modern digital servicing and selling without the cost and risk of upgrading or replacing your core operating systems. All processes are built on a single, secure CRM delivering outstanding experiences, powerful data management, full reporting and compliance across your operations.
ApplyOn goes beyond generic CRM solutions with powerful industry capabilities, security and compliance built-in enabling companies to innovate faster, automate operations and deliver modern experiences customers love.
Built for service teams, our unified customer records enable you to seamlessly manage your customers.
Grow your business faster with fully-functional digital customer selling with our pre-built industry solutions.
For organisations seeking professional digital services, advisory and support from an experienced industry team.
Over a dozen financial institutions (FIs) including banks and credit unions use ApplyOn for its award-winning customer and member acquiring, lending and management solutions:
Solutions
- Digital Lending
- Digital Mortgages
- Digital Onboarding & AML
- Customer Service Management
- Document Upload & Request
- Customer Verification
- Customer Case Management
- Customer Notices & Communications
- Embedded Finance
- Websites & Portals
- 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.
A complete digital end-to-end loan origination & approval management system with digital experiences that integrates with core banking and CU operating systems.
Enabling completely digitalised mortgage lending with a full digital customer experience, cross team verification, review and approval handling, documentation and quotation.
Enabling end-to-end application processes for products, licenses, approvals, grants or services including the ability to collect supporting documents and verify customer data.
Out-of-the-box policy servicing experiences including endorsements, service requests, document retrieval, document request, case management and response manaegment.
Enabling automated notifications and online renewals for any insurance product, license, approvals or service including inbound requests handling and multiple payment options.
Manage your AML and new customer onboarding as part of your Governance, Compliance and Risk (GCR) records and management with improved automation.
Our all-in-one credit union offering with built-in lending, member onboarding, member records, KYM and member servicing delivered pre-configured for credit union operations.
Enabling automated notifications and online renewals for any insurance product, license, approvals or service including inbound requests handling and multiple payment options.
Manage your AML and new customer onboarding as part of your Governance, Compliance and Risk (GCR) records and management with improved automation.
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:
- Digital Quotation (CPQ)
- Ratings & Illustrations
- Digital Renewals Management
- Digital Claims Management
- Customer Service Management
- Digital Group Scheme Management
- Customer Enrollment & AML
- Document Collection & Upload
- Customer Verification
- Embedded Insurance
- Websites & Portals
- 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.
Available as 'Claims FNOL' or 'Claims Full' with end-to-end claim management and processing including document collection, claims adjudication and payment management.
Enabling automated notifications and online renewals for any insurance product, license, approvals or service including inbound requests handling and multiple payment options.
A full rating & rules engine enabling CPQ for all lines of insurance including motor, property, health, travel, commercial risks, life, investments and pensions with illustrations.
Our broker comparative rater delivers multiple quotes and digital selling (comparative quote and binding) for any product line including motor, home, life and health insurance.
An Employee Benefit plan product enabling individual and group quotation, coverage enrolment and management of life and health products for brokers and insurers.
ApplyOn Pay combines online billing and notice distribution, online payments, offline payment tracking, automated payment reminders and recurring payments.
Out-of-the-box policy servicing experiences including endorsements, service requests, document retrieval, document request, case management and response manaegment.
Manage your KYC and new customer enrollment as part of your Governance, Compliance and Risk (GCR) records and management with improved reporting.
Our dynamic pensions and investment assessment, ratings and illustration platform enables you to configure, price, quote and bind your investment products .
Speak with usGet started with a compliance-based Customer Service Suite enabling 360 digital customer management and records using ApplyOn's CRM and see results from day one with affordable plans to suit your needs.
Digital selling for finance and insurance to help you grow faster.
Out of the box member CRM with digital lending and onboarding.
Out of the box member CRM with digital lending and onboarding.
All pricing quoted in USD and may be subject to sales taxes. Add additional users from US$40/ mo. Implementation fees apply. E-Forms include up to 10 standard forms. *E-Sign available from $1.90 per envelope. **All modules, APIs and portals sold separately. Prices accurate at 1/7/25. Terms & Conditions and Acceptable Usage Limits and Storage Limits Apply.
All-in-one CRM with compliant member records and servicing.
Customised digital lending with end-to-end quote to decision.
Out of the box member CRM with digital lending and onboarding.
All pricing quoted in USD and may be subject to sales taxes. Add additional users from US$40/ mo. Implementation fees apply. *E-Sign available from $1.90 per envelope. All modules and portals sold separately. Prices accurate at 1/7/25. Terms & Conditions and Acceptable Usage Limits and Storage Limits Apply.
Motor & home quote and proposal forms for up to 10 carriers.
Out of the box renewals for car and home policies.
Benefit and group plan management for life and health products.
All pricing quoted in USD and may be subject to sales taxes. Add additional users from US$40/ mo. Implementation fees apply. *E-Sign available from $1.90 per envelope. All modules and portals sold separately. Prices accurate at 1/7/25. Terms & Conditions and Acceptable Usage Limits and Storage Limits Apply.