Application form for investment funds

Our fintech startup client needed a solution for a new application form to expand their portfolio. Antson's no-code platform empowered them to effortlessly create a complex form, integrate calculations with insurer APIs, and enable digital signatures via DocuSign.

The challenge

In the course of the portfolio expansion of our customer a flexible and dynamic solution was needed to build a new application form for a life insurance product. The approach to using a no code platform enabled our customer to quickly implement a complex application form without the need of IT development.

Antson provides a tool which allows to easily integrate calculations performed directly in the form with results obtained from an API of the insurer. Our customer keeps full control over the complex calculations by building the complete logic in the no code drag and drop form builder in Antson. The application documents are generated dynamically and obtained via the API from the insurer. The whole process is finalized by a digital signature on the application documents which is performed by our integration to DocuSign. In the operations environment the application form is part of the broker platform of the insurer, to allow easy and quick access to it.

Scope of Project in Antson

• Dynamic application form for §14 EStG investment funds for self-employed persons
• Complex calculation logic configured in Antson without coding
• Interface to the insurance provider's calculation kernel
• Electronic signature via DocuSign
• Integration into the broker portal

Results