About the Online Application

The Online Application portal is a web-based portal that allows prospective agents and producers to apply online to represent your company. During the online application process, agents and producers work to complete an online application form collection, which consists of a dynamically built set of online forms designed to obtain the information you require during the contracting process. The information, format, and fields that comprise the online application form collection are configurable, including the ability to add fields, set field labels, and indicate fields as required, encrypted, or sensitive. Mandatory online application form fields are clearly marked with an asterisk.

You can create customized online application form collections using the Administration dashboard. Contact your system administrator for more information regarding this dashboard.

Online applications can be set to expire after a certain number of days. If an incomplete online application expires, the applicant cannot log back in and complete the application. Additionally, if a submitted and complete online application expires, it only displays on the Contracting dashboard if you select the Expired value from the Status field when you perform a search and apply filters using the Filter Applicants section, and you cannot perform actions for the applicant. Contact your system administrator for help with defining the number of days for an application to expire to comply with your organization’s human resources standards.

The portal that serves as the access point for online applications also serves as the Candidate dashboard after the applicant submits the online application. The applicant can use the Candidate dashboard to access prefilled documents from the online application process and any documents or form collections assigned as a result of scheduled actions during the contracting process. Refer to the Candidate Dashboard Overview topic for more information on the dashboard.