Online Disclosure Entry Tool
Overview
The Online Disclosure Entry Tool (Tools > Dashboard > Disclosure Entry tab) allows users to electronically enter and sign different disclosures. The disclosures available in the tool are the Conflict of Interest (COI) form, the individual and agency Controlled Business (CB) certification, the agency Non-Disclosure Statement (NDS), and the Race, Ethnicity and Gender (REG) Disclosure Statement. The disclosures available may vary depending on the Person Type selected—Agency or Individual—as well as what permissions the user has in the System.
NOTE: If you cannot access the Dashboard or see the Disclosure Entry tab, contact your AIP for assistance.
The Conflict of Interest form can be entered and signed electronically by Agents, Employees, Claim Staff, and Affiliates.
The Controlled Business certification for individuals can be entered and signed electronically when "Individual" is selected from the Person Type dropdown on the Disclosure Entry tab. The Controlled Business certification for an agency can be entered and signed electronically by agency users that have been authorized to sign the CB for an agency when "Agency" is selected from the "Person Type" dropdown on the Disclosure Entry tab.
The Non-Disclosure Statement for an agency can be entered and signed electronically by agency users that have been authorized (given the correct system permissions) to sign the NDS for an agency. This statement is only available for selection from the Type dropdown when "Agency" is selected from the Person Type dropdown on the Disclosure Entry tab, and only users that have been authorized will see "Agency" as an option in the Person Type dropdown.
The Race, Ethnicity, and Gender Disclosure Statement can be filled out and signed by Agents and Loss Adjusters. All agents and loss adjusters must submit an REG Disclosure Statement to each AIP they are employed by or contracted with. The REG Disclosure statement is only required to be submitted to each AIP once. Agents and loss adjusters may opt-out of the collection of this information in its entirety by selecting the full opt out section of the form; if not, a selection must be made for each category for the form to be considered complete. This form will be available to select from the Type dropdown when "Individual" is selected from the Person Type dropdown on the Disclosure Entry tab.
