Summary:

There are multiple ways in which a partner account can have its domain approved. The first way is a partner account being created using a domain that is already approved and included under an existing organization. The second method is to approve the domain of a partner account through the ticket system.

Approving the domain this way is the appropriate way any domain should be approved, please see the instructions on this under the Ticket Interactions section of this ReadMe document. The final way to approve partner domains is through the ‘Partner Accounts’ section of Customer Support.

If a partner account does not have its domain approved, there will be a ‘Approve’ button on the partner account record for that partner. By clicking the ‘Approve’ button, the partner’s domain will be approved regardless of the partner having completed their training or not. This button can be used to approve a domain for a partner who needs to skip training if necessary.

All insurance partner types can have their domains approved through the Ticket system on Customer Support or by being apart of an organization with an existing domain, but will not receive their referral code until they have passed the final exam in the ‘Training’ section of their partner account.

Usage:

To force-approve a partner, a Customer Support user needs to click the button ‘Approve.’ The partner will automatically receive their referral code regardless of their partner type or training status. Be cautious if doing this and make sure to receive approval from Management to do so.