ApplyOn

ApplyOn is a platform offered by ApplyOn Ltd that aims to automate customer workflows and processes for insurance and financial service teams. According to the vendor, ApplyOn is suitable for businesses of any size and is used by insurance brokers and insurers, credit unions and lenders, educational institutions, healthcare organizations, and retail, property, and automotive industries.

Key Features

Transforming Customer Processes: ApplyOn claims to empower insurance and financial service teams by automating customer workflows and processes, potentially enhancing productivity and improving customer delivery.

Sales Processes: ApplyOn offers features to streamline client sales, onboarding, review and approvals, quotation (CPQ), admissions, registrations, underwriting, identity verification, and document execution.

Service Processes: ApplyOn provides functionality to simplify renewals, forms, claims, service requests, incident management, case management, data requests, authorizations, and self-service portals.

Application Processes: ApplyOn claims to automate customer application processes, new account opening processes, audit and compliance processes, grant processes, finance application processes, insurance application processes, student application processes, recruitment processes, and automated approvals.

ApplyOn Platform: ApplyOn is marketed as an all-in-one platform that eliminates the need for complex and costly integrations. According to the vendor, it is built on an AI-powered workflow and business process engine, reducing ownership and support costs while offering fully managed data security, backup, and analytics capabilities.

E-Signature: ApplyOn offers an integrated e-signature solution with bank-grade security. The vendor claims that the e-signature functionality allows for secure collection of digital signatures from multiple parties, and all signatures are auditable and immutable.

KYC (Know Your Customer): ApplyOn provides a fully integrated identity verification experience powered by Planet Verify. According to the vendor, this enables fast, compliant, and cost-effective verification processes.

E-Documents: ApplyOn claims to automate the generation and sending of custom digital documentation, including contracts, proposal forms, and policies. The pre-filled data is said to improve document control and reduce manual processes.

Digital Forms: ApplyOn offers the capability to generate streamlined application and lead capture forms, potentially improving data capture, form completion, and conversion rates.

Rater: ApplyOn includes an automated Configure, Price & Quote (CPQ) solution with a fully configurable ratings and business rules engine. According to the vendor, this functionality ensures real-time, accurate pricing, underwriting, and approvals.