ApplyOn Originator

ApplyOn Originator is an all-in-one digital experience platform designed specifically for finance and insurance teams. According to the vendor, this solution aims to help these teams quickly and affordably transform their operations and online customer offerings without the need for core system replacements or upgrades. ApplyOn Originator is intended for use by finance and insurance professionals, insurance carriers, brokers and agents, credit unions, and banks, allowing them to extend their in-branch services to digital channels and deliver modern customer experiences.

Key Features

Digital Experience Platform - DXP: According to the vendor, ApplyOn Originator is an all-in-one digital experience platform for finance and insurance teams. It aims to enable these teams to transform their operations and online customer offerings quickly and affordably, extending their in-branch services to digital channels and delivering modern customer experiences.

Business Process Management - BPM: ApplyOn Originator includes business process management capabilities, according to the vendor. It aims to help users rapidly digitalize services and product offerings for all channels. With full control over processes, users can ensure security and compliance while aiming to achieve unparalleled productivity, service delivery, and a 24/7 omni-channel offering.

Workflow Management System - WMS: According to the vendor, ApplyOn Originator provides a workflow management system that allows users to create integrated, omni-channel capabilities without the need for core system upgrades or costly integrations. The platform aims to maintain robust security and compliance management.

Customer Relationship Management - CRM: ApplyOn Originator includes customer relationship management functionality, as claimed by the vendor. It aims to enable users to manage leads, processes, teams, and data from a single platform. With improved visibility, control, and potential cost savings across customer acquisition and onboarding processes, users can aim to generate activity and performance data across all channels and teams.

Business Process Automation - BPA: According to the vendor, ApplyOn Originator aims to enable business process automation. Users can aim to automate underwriting, approvals, documentation, and KYC/AML processes. The platform provides full data compliance management, security, backup, and recovery.

Ratings & Rules Engine: ApplyOn Originator features a fully configurable ratings and business rules engine, according to the vendor. It aims to provide users with an automated configure, price, and quote (CPQ) solution. This engine aims to ensure real-time, accurate pricing, underwriting, and approvals with full transparency.

Loan Ratings & Rules Engine: ApplyOn Originator offers a loan ratings and rules engine, as claimed by the vendor. Users can configure and automate loan rating processes using this engine. The platform aims to ensure accurate loan pricing, underwriting, and approvals.

KYC/AML Verification: According to the vendor, ApplyOn Originator provides integrated identity verification. Users can perform fast, compliant, and cost-effective KYC/AML verification using this functionality. The platform includes award-winning identity verification solutions.

Insurance Products & Schemes: ApplyOn Originator offers solutions for insurance carriers, brokers, and agents, according to the vendor. It aims to help them launch new end-to-end digital customer experiences across sales, claims, support, and renewals. The platform facilitates the rapid digitalization of new or existing insurance products.

Customer Onboarding Software: According to the vendor, ApplyOn Originator includes customer onboarding software. Users can aim to digitalize and automate new account opening processes using this functionality. The platform aims to enable efficient and frictionless onboarding experiences for customers.