E-Application: Applications Dashboard

Have you ever wanted to see the status of your e-applications or resend signing links after an e-application is submitted? If so, the Applications Dashboard can help you out and do more! Note, once a case reaches New Business, you will need to head over to KCLIC to complete the rest of the pending policy process.

Navigate to the Applications Dashboard via the iKCLife homepage or the new link listed on the Illustration System.

The dashboard shows a list of cases you've submitted as well as the current status of the case. Each case lists some basic information as well as all signers and their signing status.

You can update each signer's email and resend any emails on signers that haven't already signed. Bear in mind, this feature can also be used to send out emails if 'sign in person' was originally selected on e-application. To update a signer's email, click the pencil icon. If you would like the email updated and resent, check the appropriate checkbox and click 'Save and Resend Emails.' Once a signer has completed signing, a checkmark will replace the exclamation point to the right of their email.

Additionally, you can cancel the application, download the pdf, or open the case in the Illustration System via the dropdown in the top right of the expandable section.

Having trouble finding as case? Use the search and filter options listed on the left side of the page!

If you have submitted a case without banking information or elected to hold banking information for issue, you can also use the Applications Dashboard to send the PAC form. These cases are denoted with a dollar sign once the original case has been submitted to New Business. 

We hope this dashboard makes staying on top of e-applications easier!  If there are additional questions regarding the dashboard's functionality, please contact us at IllustrationHelp@kclife.com.

Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com