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Manage Business Partners

Before an inspection company can use FIT to deliver inspection results to a carrier's RCT Express site, the carrier must add the inspection company to its list of active business partners.

When a carrier adds an inspection company as a business partner, the system sends an email notification to the inspection company that contains the URL of the RCT Express site and the inspection company’s user name and password.

Use the Manage Business Partners page to add new business partners (inspection companies) or edit existing business partners.

Note: FIT is a separately licensed service. This option will not be displayed on sites that do not have a license for FIT.

To add a business partner (inspection company):

1. Select Tools > Manage Business Partners.
2. Click Add Business Partner. The Add Business Partner dialog opens.
3. Select the inspection company from the Select Business Partner list. Note: If a current business partner's status is listed as Active, but the authorization is set to No, they will be unable to submit inspection data using FIT.
4. Select the desired setting for the delivery option from the Exterior list. Also set the minimum number of attachments.
5. Select the desired setting for the delivery option from the In & Out list. Also set the minimum number of attachments.
6. Enter the user name and password. Enter the password a second time in the Confirm Password field for verification.
7. Click Save.

You can change an inspection company's information and status in the following ways:

• Change the delivery options.

  Insurance carriers' system administrators configure delivery options for field inspectors.

  The following delivery options are available:

  • Archive Inspection: Adds the inspection record to the record history with no change to the existing policy record.
  • Supersede (Overwrite): The inspection record becomes the most current version in the policy.
  • Merge: Creates a new valuation record using the interior data from the existing policy and the exterior data from the inspection record, superseding the original valuation record.
  • Because a high value inspection includes both an interior and exterior inspection, the merge option is not applicable to a high value home type.
  • None: The inspector cannot submit any inspection data.
• Set the required number of attachments
• Change the inspection company's status to inactive
• Change the inspection company's password

To edit an existing business partner:

1. Select Tools > Manage Business Partners.
2. Click the Edit icon for the business partner you wish to edit. The Edit Business Partner dialog opens. You can filter each column to help locate a business partner.
3. Make the desired changes and click Save.

Help file last modified: 7/26/2018