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Pension Application


Pre-filled data integration, Conditions, EasySign, Themes &


Increase revenue & shorten the sales cycle

Seamless Pension Application Process

Digitize Pension Applications for Better Policyholder Experience

  • Enhance revenue opportunities
  • Faster processing
  • Improve customer experience
Pension Application

A better experience for everyone

For Pension Advisors

Enhance your service delivery with our digital application tool. Provide comprehensive support and make the pension application process smoother for your clients.

For your customers

For Applicants

Embark on your pension planning journey with ease. Our digital platform guides you through each step, ensuring a complete and stress-free application process.
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Create one seamless workflow

  1. Send a personalized application link via SMS or email.
  2. Applicants fill in their details and upload necessary documents through a guided digital form.
  3. Automated data processing ensures accuracy and speeds up the application process.
  4. Secure and efficient data handling for quick pension plan approval.
  5. Enjoy a streamlined and user-friendly pension application experience.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Drag and drop
  • White label branding
  • Secure and automated workflow
  • Image and file upload
  • Custom conditions and validations
  • Single-Sign-On (SSO)

  • Quicker and accurate form completion.
  • Secure and convenient digital signatures.
  • Real-time assistance during the application.
  • Document upload functionality for comprehensive application processing.

Your digital partner

We’ll help you launch a digital Pension Application process in days.
Get in touch