Adding a Partner

Adding partners is quick and simple — and it’s an important step in keeping underwriting smooth and accurate. By having partners set up correctly, underwriters can:

• Route RFPs and documents to the right organization
  
  

• Apply the correct plan rules and rates if the partner has their own plans
  
  

• Keep records clean and consistent for reporting and compliance
  
  

Step-by-Step: How to Add a Partner

1. Go to Tools
   
   

   • From the top menu, click Manage > Basic Setup.

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2. Open the Partner section
   
   

   • On the left side, click Partner.

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3. Add a new partner
   
   

   • Click the + New Partner button in the top right corner.

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4. Fill in the details
   
   

   • Partner’s Name
     
     

   • Address, City, State, and Zip Code
     
     

   • Turn the Active toggle ON if this partner should be available right away
     
     

   • Choose Has own plan → Yes or No
     
     

     • Select Yes if this partner has their own special plans
       
       

     • Select No if they use the standard plans

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5. Save
   
   

   • Click Save and you’re done! 
     
     

Tips

• If a partner is no longer active, you don’t need to delete them. Just toggle Active off.
  
  

• Use Has own plan = Yes only if underwriting needs to connect custom plans to that partner.