Managing Your Partner Organisation as Partner Administrator

In this section we will address what you can view and action as a partner administrator, what is a partner administrator and how to manage and set up your team members for Broker or Insurer Partners.

Here is an easy guide to find what you need:

What is a Partner Administrator?

View the partner administration page

What can a Partner Administrator Do?

Service agreements

Need to change the Partner Administrator

What is a Partner Administrator?

When an insurer or broker organisation becomes a formal partner of Vision RECap they can operator as a team on the platform and have access to the Partner Organisation section of the platform. 

When this partner section is established - a Broker Partner Administrator (BPA) for a brokerage or an Insurer Partner Administration (IPA) for an insurer organisation is allocated - giving them access to have overview of the team, team onboarding, offboarding and replacement of users and view the overall insurance policies and engagements. 

View the partner administration page

• Home Page - and top right corner there will be a button > Manage Partner Organisation
• Or Go to the bottom left hand corner of the menu next to your account name
• Press the three dot menu 
• Select manage my partner organisation

What can a Partner Administrator Do?

As a partner organisation a Partner Administrator is allocated on set up for Broker & Insurer Partner's Organisation's (Teams)

One user will be allocated with administrator rights for the broker or insurer partner organisation (team).

Partner organisations have a detailed page that displays admin level view such as:

• the overall Partner Core team
• the agreement between the Partner and VisionRE
• the Broker or Insurer Partner Admin - who is assigned as the key contact
• the team members assigned to the partner organisation 
  • First name, Last name, Email address, Status, Date joined
  • View / Edit, Offboard & Replace team members

Service agreements

Only Administrators of the Partner Organisation can view the service agreements.

On the partner’s detail pages only the current standard % and agreement will be available.

Any time a modification is performed by the VRC Admin on the Settings tab, partner admins will receive an email about the modification. The email will contain the agreed invoicing percentage, the start date of the new terms and the new agreement as an attachment. Besides informing the partner admins, this will also provide them with a trail of modifications to the service agreements throughout time. 

Need to change the Partner Administrator

If your organisation needs to change the Partner administrator please contact our team - hello@visionrecap.com and we can support you in replacing this person.