“A One Stop Life, Health, and Annuity Resource.”

Equisoft Apply

Equisoft Apply

eApp Solution

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Equisoft / apply

Effortlessly Enhance Your Application Process

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

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

 

Control the Flow, and Differentiate Your Business.

  • Transformation without the headaches
  • Faster than in-house builds
  • Easier to update and maintain
  • Exceptional support from Equisoft
  • Multilingual, multi-currency
  • Integrate Oracle OIPA with ACORD 103 XML
special discount

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.

IGO Validate Upfront for Instant Issue

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

Apply 2 IGO Validate Upfront for Instant Issue
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.

One Solution Tailored for All Your Distribution Channels

Apply equisoft

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 integrates seamlessly with
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.

For A Demo & Price Complete & Submit the Form Below or Call 1-402-740-7356

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