Equisoft/apply eApplication

Effortlessly Enhance Your Application Process

Instead of entering in dummy forms, have your agents enter an engaging sales flow completely defined by you.

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Equisoft/apply is an easy to use, sales flow oriented wizard for electronic insurance applications resulting in fast and seamless policy approvals.

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Ultimate Control for Defining Application Flows That Reflect Your Product Offering

Apply 1 Break Away from the Confines of Paper Marked up NEW 11

Break Away From the Confines of Paper

Add, remove, or personalize questions, and bring knock out questions to the front.

Apply 2 IGO Validate Upfront for Instant Issue

IGO Validate Upfront for Instant Issue

We also validate product limits, identity checks, addresses, supplemental questionnaires and more.

Apply 3 Avoid Drop Off Make Signatures Seamless

Avoid Drop Off, Make Signatures Seamless

Use your own eSignature solution, or our Equisign, to ensure agents stay on the purchase path.

Learn the New Go-to-Market Strategy for Exceeding Customer Expectations

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One Solution Tailored for All Your Distribution Channels

Apply integrates seamlessly with

Integrates Seamlessly With Your Existing Systems, and Organization

Choose from a selection of existing built in integrations, or connect to your own existing policy sources, client databases, or services like UWengine, Alpha Search, and more.

Apply 5 Make Quick Adjustments Without the Need to Code

Make Quick Adjustments, Without the Need to Code

Our proprietary eForm configuration is all you need to maintain applications that map to your systems, without any code or compilation.

Control the Flow, and Differentiate Your Business. We have It All

  • Faster than in-house builds
  • Easier to update and maintain
  • Exceptional support from Equisoft
  • Multilingual, multi-currency
  • Integrate Oracle OIPA with ACORD 103 XML

We Are The Solution You’ve Been Waiting For

Faster

More affordable than in-house builds.

20 mins

for an agent to fill, approve & issue.

Instant

Complete applications in under 30m.

Used by Insurance Carriers That Demand the Best eApp Software

Assurant logo 2
Greek Catholic Union
Columbian Financial Group
UV Insurance Logo
Florence Sabbah

Florence Sabbah

Vice President, Canada

Florence has over 20 years experience in back and front end insurance technology. She’s an expert at helping clients solve their modernization challenges.

See more insights from Florence
Contact Florence

How UV Insurance Realized Their Vision of Increased Efficiency

Read the case study to get:

  • The keys to quickly launching 6 products
  • Strategies to enhance process automation
  • Insights into how to accelerate the app process and approval decisions
EQUISOFT Case Study How UV Insurance Realized Their Vision of Increased Efficiency

Low Cost of Ownership, and Flexible Pricing Options

Turn Your Application Flow Into a Sales Experience

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