Broker & Insurer Organisation's - Inviting Your Team and Insurer Panel (Partner Administrators) – Vision RECap Support Home

If you have been appointed as a Broker Partner Admin (BPA) or Insurer Partner Admin (IPA) learn more about your Role and Permissions including how to manage your partner team.

Discover:

What can a Partner Administrator do?

Add a member to your Partner Team

Broker Invitations

Insurer Invitiations

What can a Partner Administrator do?

🫡 User permission rights - Broker and Insurer Partners with Vision RECap
✔️ Register team members, overview of insurance policies and engagements for the organisation

Add a member to your Partner Team

This is a two-step process to add a member to your team

You need to add them via the Partner Member portal
As a Broker Partner Admin - at this time you can also assign them to any of your clients on platform as a Broker team member.

2. When assigned you will see this member in My team - please note an invitation will need to be sent to the user as per the below instructions.

This will NOT assign the user to a client organisation, and this will not send an invitation to the user to register until they are invited as per the below.

Broker Invitations

The Master Asset Contact (MAC) for the asset portfolio is the only user who can invite the Lead Broker, this is done via My Team section in the left-hand navigation menu

Now - A Broker can invite additional Broker Members from the Partner Team to a client organisation and its asset portfolio. This is done via My Team > Single Add > Select Broker Team Member.

If the broker is not listed you can add a new member via MY TEAM the BPA will receive an email request and an approval pop up in the Partner Member section.

The BPA must either approve or reject the request.
On approval the new broker member will then receive and email to register to join your team in your partner organisation and also the client organisation they were added to.

This gives the Broker team member the same permissions, to add, edit and view as the Lead Broker. (Released Feb 2026)

You cannot duplicate users, meaning adding a user with the same email address.

Insurer Invitations

Insurer's can only be invited by a Broker.

A Broker who is appointed by their client to the organisation's asset portfolio can create an insurer panel as part of My Team in the left navigation menu. This will then flow through to assigning Insurers to quote via an Insurer Engagement.

Only when an Insurer receives an invitation to an Insurer Engagement or to Close an Insurance Policy is when they can view and access.

Broker Adding An Insurer to My Team

Brokers will now see two insurer tabs under My Team

Insurer Panel and My Insurers to learn more - visit this article

Make sure you have selected the correct organisation via the drop down in the top left hand corner
Then go to My Team
Then Add Team member, if they have been added before in the system as part of your insurer panel you will see a list to select from or you will require their
- First and Last Name
- Email address and
- Mobile number

All broker and insurer users are linked by their email address and assigned accordingly to partner organisations.