The digital group application is the second item on your enrollment checklist. The group application can be filled out by the broker, the group admin, or through a collaborative effort between the two parties.

First, click on "Group Application" from the enrollment checklist to bring you to the application. Here, you’ll add required information pertaining to your small group such as their address, coverage details, group size, and carrier enrollment information.

Be sure that either yourself or the group admin(s) click "Save" at the bottom of the application each time you've entered new information. If you're unable to complete the application in one sitting, you can easily return to where you left off at a later time. Each time the group application is saved, the number of completed fields will update on your enrollment checklist.

To see which fields on the group application still need your attention, click the "Highlight Incomplete Fields" button at either the top or bottom of the application to highlight these fields in red.

Once the group application has been completed, any required signatures from either yourself or the group admin are ready to be collected using the "Collect E-Signatures" feature on the enrollment checklist.


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